Purchase Ledger - Adding Contractor Accreditations

Purchase Ledger - Adding Contractor Accreditations

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This article is part of the Purchase Ledger section.
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Once you have entered all relevant details on the Purchase Account Information tab and saved the new account, you can use the other tabs at the top of the Add Purchase Ledger screen to add additional information.

This article covers how to add accreditations to the Purchase Ledger account.

Adding an Accreditation

  1. Select the Accreditations tab.



  2. Click Add New in the action panel on the left.



  3. This will create a new line on the grid.



  4. In the Accreditation column, select the type of certification. 
    1. You can add new types to this list. See: System Parameters - Creating Purchase Ledger Accreditations Types

  5. Enter a Start Date to indicate when it is valid from, and an Expiry Date.

  6. Enter a Reference.

  7. Click Save.

  8. Click OK to dismiss the confirmation pop-up.

  9. Click Add New to add additional accreditations.
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If you hold copies of the documentation, you can drag them into the Letters Documents tab to save to the PL account.

Deleting an Accreditation

  1. Select the relevant accreditation in the grid.

  2. Click Delete in the action panel on the left.



  3. A pop-up will ask you for confirmation you want to delete the accreditation. Click Yes to proceed. 

  4. A second pop-up will confirm the accreditation has been deleted. Click OK to dismiss.

  5. If you delete one in error, you can re-add it following the steps above.

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