Overview:
This guide outlines the steps on how to change the status of a vendor lead in Xvantage for Associates (X4A).
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Vendors.
Then, select Vendor Onboarding.
Navigate to the appropriate tab based on the following lead status:
New Leads
Active Managed Leads
Active Unmanaged Leads
Inactive / Rejected Leads
Note: Onboarded Leads tab is not applicable for this process.
Subtopic 1: How to Change Status of New Leads in X4A
Overview:
This article explains how to update the lead status for vendors listed under the New Leads tab. You can set the status to either On Hold or Denied if the vendor is not yet ready for further onboarding or does not meet requirements.
Process:
Click the New Leads tab.
Use the search bar to search for the Company Name.
Click the Company Name (a hyperlink) to open vendor details.
On the right side, click the Deny / Place on Hold button.
In the pop-up window, update the following fields:
Status – Select either On Hold or Denied
Comments – Enter the reason for the status update
Click Submit.
Subtopic 2: How to Change Status of Active Managed Leads in X4A
Overview:
This article covers how to update the status of vendors under the Active Managed Leads tab. You can change the lead status to Active, On Hold, or Denied based on the progress or eligibility of the vendor.
Process:
Click the Active Managed Leads tab.
Use the search bar to search for the Company Name.
Click the Company Name (a hyperlink) to open vendor details.
Scroll down and click the Update Status button found on the bottom right-side part of the page.
In the pop-up window, update the following fields:
Status – Select from On Hold, Denied, or Active
Comments – Enter the reason for the status update
Click Submit.
Subtopic 3: How to Change Status of Active Unmanaged Leads in X4A
Overview:
This article details how to update the status of vendors under the Active Unmanaged Leads tab.
Process:
Click the Active Unmanaged Leads tab.
Use the search bar to search for the Company Name.
Click the Company Name (a hyperlink) to open vendor details.
Scroll down and click the Deny / Place on Hold button found on the bottom right-side part of the page.
In the pop-up window, update the following fields:
Status – Select either On Hold or Denied
Comments – Enter the reason for the status update
Click Submit.
Subtopic 4: How to Change Status of Inactive / Rejected Leads in X4A
Overview:
This section explains how to update the status of vendors under the Inactive / Rejected Leads tab. This may be needed to reactivate a vendor by setting the status to Active, or to place it On Hold if reactivation is deferred.
Process:
Click the Inactive / Rejected Leads tab.
Use the search bar to search for the Company Name.
Click the Company Name (a hyperlink) to open vendor details.
Scroll down and click the Update Status button found on the bottom right-side part of the page.
In the pop-up window, update the following fields:
Status – Select either On Hold or Active
Comments – Enter the reason for the status update
Click Submit.