Vendor Document Management

Link vendor profiles and documents

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, centralized view of all vendor information. Manage vendor contracts, terms, and expiration dates, and allow your users to evaluate vendor performance through graphic dashboards, and track incidents in one place.

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, such as a W-9 form. 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. Furthermore, OnBase also integrates with your popular ERP systems, such as: 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, customized solutions.

Our Vendor Management solution leverages OnBase Case Management to better manage all of the “other relevant vendor data” that can’t be stored in your ERP. By gaining an understanding of how Case Management can improve the management of vendor information and content, you may have a new perspective on how OnBase can supplement your core LOB systems.

OnBase solution can:

  • Manage vendor contracts, terms, and expiration dates
  • Allow users to evaluate vendor performance
  • Track incidents related to vendors while centrally resolving each incident
  • Analyze vendor performance through graphical dashboards