Vendor Management

Link documents and vendor profiles for streamlined vendor management

OnBase Vendor Management solutions streamline the process of creating and updating your Accounts Payable vendor records. More importantly, it can manage all of the documents associated with that vendor, creating a single, centralised view of all vendor information. 

With OnBase, vendors can submit their own onboarding information into an online electronic form. Once submitted, OnBase kicks off an automatic workflow that routes the form to needed employees for review and approval. Once approved, this information can then be posted directly to your vendor master file in your ERP. Throughout the process, OnBase also manages checklists for required documents and sends automated emails to vendors missing information. By allowing you to manage both the data and documents together as a single electronic transaction, OnBase can dramatically improve the visibility and control you have over the vendor management process.

OnBase also integrates with popular ERP systems – including SAP®, Lawson®, PeopleSoft®, Oracle, JD Edwards and Dynamics – meaning that the Vendor Management solution can be coupled with any of these systems. OnBase transmits data to these systems using their native integration adapters, eliminating costly, customised solutions.

Since OnBase integrates with your ERP screens, staff have instant access to the documents they need, when they need them – including contracts, correspondences, quotes, invoices, purchase orders and more. Without leaving their familiar line-of-business application, speeding up research and inquiries. All relevant documents can be pulled up directly from within you Vendor Master screens.