How do I blacklist a supplier organization?

Blacklisting is done from the supplier’s profile in the Pre-qualification module. It creates a Blacklisting event that goes to approval before the supplier is blacklisted.

Before you start

• Signed in with the AVL Manager (Procure Holding) role, in the Pre-qualification module.
• The supplier has no open blacklisting event (the platform allows only one at a time).

Steps

1. Open the supplier’s profile

   Click the link for organization “09q9ozdy97” in the ORGANIZATION NAME column to open its profile.

   

   Step 1: Open the supplier's profile.

2. Click BLACKLIST button

   Click the red BLACKLIST button at the top right of the supplier profile page.

   

   Step 2: Click BLACKLIST button — click “BLACKLIST”.

3. Enter the reason

   In the “Reason for blacklisting” field, describe why the supplier is being blacklisted.

   

   Step 3: Enter the reason — click “Reason for blacklisting”.

4. Choose the planned period

   Open the “Planned blacklisting period” dropdown and pick the period, for example “6 months”.

   

   Step 4: Choose the planned period — click “3 months”.

5. Attach supporting files (optional)

   Click “ADD FILE +” to attach supporting documents, such as the evidence behind the decision.

   

   Step 5: Attach supporting files (optional) — click “ADD FILE add”.

6. Apply and confirm

   Click APPLY at the top right, then click YES in the confirmation dialog to submit the blacklisting event for approval.

   

   Step 6: Apply and confirm — click “APPLY”.

Good to know

• Only AVL Managers of an organization with blacklisting rights see the BLACKLIST button. On staging that is Procure Holding; Buyer, Procure, Procure Bank and Test Buyer Corp roles do not see it.
• If a blacklisting event already exists for the supplier, clicking BLACKLIST shows “Cannot create event, Blacklisting event for supplier with id … already exists”. Open the existing event from the Blacklisting page instead.
• After you confirm, the event appears on the left-sidebar Blacklisting page with status “Pending approvers selection”. The supplier is blacklisted only after the approvers vote.
• The planned period can be changed (e.g. 3 or 6 months); a reminder is sent before it expires.
• Blacklisting is not the same as deactivating a supplier (setting all its categories inactive in Supplier Management).