Managing onboarding invitations
Use this page to view and manage the onboarding invitations.
To access this page, select .
The invitations are displayed in the Invitations section based on values specified in the Search Criteria section:
| Field Name | Field Description |
|---|---|
| Invitee Type | The type of applicant. Possible values:
|
| Application ID | The code of the onboarding application. |
| Company Information | The information of the supplier company. |
| Contact | The contact number of the vendor or the supplier. |
| The email address of the vendor or the supplier. | |
| Phase | The type of the onboarding style used by the vendor or the supplier to provide the information to the customer. |
| Invite Sent Date | The date on which the onboarding invitation is sent to the vendor or supplier. |
| Status | The status of the invitation sent to the vendor or the supplier. Possible
values:
|
| Invitation Type | The applicant type to whom the application is sent. Possible values:
|
| Invite Date | The date range for which the invitations are displayed. Note: The Application ID,
Company and Phase values are defaulted based on the specified search
criteria.
|
- You can use this page to send the invitations and reminders to the vendors or suppliers.
- You can perform these actions on the page:
- : Enables you to create a new invitation on the Invitations page that is displayed.
- : Enables you to modify or review the details of a selected invitation on the Invitation Details page that is displayed.