Summary:

This article explains how to configure the allowed suppliers for a free-text form and how to use it. This feature allows the free-text form administrator to select which suppliers are shown or selectable in the free-text form when the purchase requisition users are filling in the form.

This feature helps ruling out suppliers which are not recommended or used for a particular free-text form. This can be useful when for example allowing only the suppliers that should be used for a certain service. 

Make sure:

The user to access free-text forms should have professional Mode user right for Manage free-text forms.

 

Instructions:

Free-text form configuration can be accessed from Data management > Purchase > Free-text forms. When configuring a certain free-text form, open Form properties > Supplier.

From the listed suppliers, it is possible to select the suppliers that are allowed for this free-text form. It is possible to select one or multiple suppliers. User can select from a list of all suppliers, even if only some purchasing categories (which may or may not have supplier restrictions) have been selected. 

When accessing the free-text form and opening the supplier selection, the selected supplier is the only one visible in the list. Note that if the requester has selected a certain purchasing category, that may further reduce the available suppliers. 

 

Additional Information:

More information about creating a free-text form can be found from AP Procurement - Create Free-Text Forms.