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 Approve new Recipients or changes to existing Recipients.
To approve a new Recipient or changes to an existing Recipient:
Manage Recipient Main page |
- From the ‘Manage Recipient’ main page enter your search criteria, click on the "Search" button and in the Search Results click on the checkbox(es) beside the applicable Recipient(s).
- In the “Select Action” drop down list choose the “Approve” option and then click on the “Go” button.
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Approve Recipients: Review and Confirm page |
- The ‘Approve Recipients: Review and Confirm’ screen will be displayed. Once the information has been reviewed select the applicable Recipient(s) by checking the corresponding checkbox(s), then click on the “Confirm Approve” button.
- If you would like to review the details of a Recipient, click on the Recipient ID link, where you will also be able to “Approve” this recipient from the ‘Recipient Details’ page.
- Clicking on the “Cancel” button on the ‘Approve Recipients: Review and Confirm’ page will return you to the ‘Manage Recipient’ main page.
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Approve Recipients: Processed Summary page |
- After clicking on the “Confirm Approve” button the ‘Approve Recipients: Processed Summary’ page will be displayed. This page confirms the Recipients that have just been approved. The following information is displayed:
- The list of recipients that have been approved including:
- Recipient ID
- Name
- Address
- Vendor number
- Account number
- Recipient Status
- Total number of Total Recipients Processed
- Total number of Recipients Approved
- Number of Recipients with errors that we not able to be processed
- The Approve Recipient process is complete. Click on the “Done” button return to the main Manage Recipients page.
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