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Suppliers — Workflow

Overview

The Suppliers module follows the standard catalog lifecycle in SARA. Supplier records and credit lines are created as active and can be deactivated or reactivated as needed. There is no approval pipeline — records are live immediately after creation.

No approval pipeline

Neither supplier records nor credit lines go through a multi-step approval workflow. There are no intermediate statuses between active and inactive for standard operations.

Note

For the standard catalog lifecycle pattern, see: Workflows & Pipelines

Status lifecycle

Supplier records

  • ACTV — Active. The supplier is in use and available in purchase orders, requisitions, and other procurement transactions.
  • INAC — Inactive. The supplier is excluded from selectors in new transactions. Existing records referencing the supplier are not affected.

Credit lines

  • ACTV — Active. The credit line is available for use. Pay and Edit actions are available.
  • INAC — Inactive. The credit line is suspended. Pay and Edit are hidden.

Info

For system-wide status guidance, see: Status

Lifecycle notes

SAT blacklist check on creation and editing

When creating or editing a Mexican supplier (Country = Mexico), SARA checks the RFC/EIN against the SAT blacklist table. If a match is found, the operation is blocked and the user sees an error: "RFC on SAT's black list."

Suppliers already in the catalog whose RFC is on the blacklist are not automatically deactivated — they remain in whatever status they had. The blacklist indicator [Blacklist] is shown in red in the RFC/EIN column as a visual warning.

Bank accounts

Bank accounts cannot be added at supplier creation. They are added and edited via the Edit Supplier modal after the record exists. Multiple bank accounts per supplier are supported.

Compliance documents

Required documents are defined per supplier classification in the system configuration. Documents are versioned: uploading a new file archives the previous version rather than replacing it. The Documents modal shows the current active file and the full upload history per document type.

Credit line uniqueness

Only one active credit line per supplier per internal company is allowed. Attempting to create a duplicate is blocked by the system.

Designated suppliers

The "designated" flag is a non-status marker that can be toggled freely by any user with access. It does not affect record lifecycle or availability — it is a convenience sorting and identification feature.

Permissions

Permissions

Access and actions are permission-driven. See: Permissions