This section allows you to create or import new recipients or search existing recipients for viewing, modification, copying, approval, deletion and/or activation/deactivation.
This page allows you to Activate Recipients that currently have Inactive status.
To activate an existing recipient that is in Inactive Status:
Manage Recipient Main Page |
- From the 'Manage Recipient' Search Results click in the checkbox beside the applicable Recipient(s).
- In the Select Action drop down list choose the “Activate” option and then click on the “Go” button.
- The 'Activate Recipients: Review and Confirm’ page will be displayed after completing the first steps on the ‘Manage Recipients’ main page. Once the information has been reviewed, select the applicable recipient(s) by checking the corresponding checkbox(s), then click on the “Confirm Activation” button.
- Note: If you Activate any Inactive Recipients they will be validated for use in any templates containing those Recipients.
- If you would like to review the details of a Recipient, click on the Recipient ID link, where you will also be able to ‘Activate’ this recipient from the Recipient Details page.
- Clicking on the “Cancel” button on the ‘Activate Recipients: Review and Confirm’ page will return you to the ‘Manage Recipient’ main page.
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Activate Recipients: Processed Summary Page |
- After clicking on the “Confirm Activation” button the ‘Activate Recipients: Processed Summary’ page will be displayed. This page confirms the Recipients that have just been activated. The following information is displayed:
- The list of recipients that have been activated including:
- Recipient ID
- Name
- Address
- Vendor number
- Account number
- Recipient Status
- Total number of Total Recipients Processed
- Total number of Recipients Activated
- Number of Recipients with errors that were not able to be processed
- The Activate Recipient process is complete. Click on the “Done” button to return to the main Manage Recipients page.
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