Vendor Form Letter Processing Overview

Vendor Form Letter Processing, available in Vendor Service, allows users to generate customizable form letters to be sent to vendors. Sample templates are provided for download and the letters may be generated on a vendor-by-vendor basis or in mass using the five-step wizard. A check box available in both single and mass form letter processing allows users to track the history of form generation and view that information in Vendor Service.

Before You Begin:

Enable Security Settings

Set Up the Templates

After security permissions and templates have been set up:

How to Create a Single Vendor Form Letter

How to Create Vendor Form Letters in Mass

Viewing Form Letter History