7.1 Trouble Shooting

Onboarding

"We are not taking supplier (or customer) applications at the moment."

The matching Accept … Applications option is off in Sourcing Settings.

The sign-up page asks visitors to request an invitation.

Registration Mode is Invitation Only. Invite the person from Sourcing Settings → Invite Supplier, or switch the mode to Open to Public.

"Your account … was created, but we could not send the setup email."

Outgoing email isn't working. Fix the email account, then send the person a password reset from their User record.

"These supporting documents need attention before this request can be submitted."

A mandatory document is missing, or its expiry date is before its issue date. The message lists which ones.

"{file type} files are not accepted here" / "The file is larger than the … MB limit."

Check Allowed File Types and Maximum File Size in Sourcing Settings, or on the Party Document Type.

"Tax Registration Number … is already on supplier onboarding request …"

Another application or party already uses that number. Check for a duplicate before approving.

RFQs and Bidding

"A sealed bid needs an RFQ Opening Committee to open the quotations."

Choose a committee on the RFQ before saving.

"Set when bids close to a time in the future before submitting."

Bids Close At is empty or already in the past.

"… is a sealed bid. Its quotations can be submitted once the committee opens them."

Wait for the committee to click Open Quotes, then submit the Supplier Quotation.

"Bidding on … is still open."

Open-bid quotations follow the supplier's bids until bidding closes. Wait for the closing time.

"… has not finalised this quotation yet."

The supplier saved a draft on the portal but hasn't sent it.

"Another bidder already holds a bid of …"

In an open bid, two suppliers can't hold the same total. The supplier must place a different price.

"These quotations cannot win."

A chosen quotation has expired (its Valid Till is past), or the supplier is disabled or on hold.

"… is not the lowest total. Explain why it wins in Justification."

Fill in Justification for any winner that isn't the lowest price.

A supplier can't see an RFQ on the portal.

Check that the supplier is on the RFQ's Suppliers table, the RFQ is submitted, and the supplier's Portal Users table includes their login.

Customer Orders

"Ordering on the portal is turned off."

Turn on Allow Customers to Create Sales Orders in Sourcing Settings.

"Your account is not set up for ordering yet."

With more than one company, add the company to the customer's Accounts table.

"We cannot price orders for your account yet."

The customer has no price list. Set one on the customer, its customer group, or in Selling Settings.

"We do not have a price for … yet."

Add an Item Price for that item in the customer's price list.

"You already used PO number … on order …"

Each PO number can be used once per customer.

Credit Note Requests

"Credit note requests on the portal are turned off."

Turn on Allow Customers to Request Credit Notes in Sourcing Settings.

"Invoice … has already been fully credited."

Everything on the invoice has been covered by earlier credit notes.

"Credit note request … is …, so this credit note cannot be submitted."

The linked request isn't Approved. Approve it first, or remove the link.

"Draft credit note … already exists for this request."

Open the existing draft instead of creating another.