Occasionally you may need to bypass the banking requirement for your suppliers. This is common if your company will make payments by check or credit card.
Where to find this feature
The "skip banking details" flag is in the ERP Connection Data section. Please note, the exact name of this section depends on your specific setup.
For normal onboarding, this flag is set to "No" - which means suppliers will be required to enter banking details during onboarding.
To set the override, the "Allow supplier to skip the banking details" question must be updated to "Yes". The supplier survey will automatically update and the banking details will be hidden until this flag is toggled back.
Who can do this?
By default the ability to update this flag is restricted to Topic Owners and Admins.
This can be extended to other user groups as needed. Please work with your Customer Success Manager if you need to modify the standard permissions.