Lesson 3: Vendor Tab Overview: Vendor Data and Alert Management

Summary

The Vendor tab in VendorProof provides access to vendor data and monitoring alerts. Users can search by vendor number, name, or sub-client group, and filter by monitoring status. Selecting View displays vendor details such as contact information, identifiers (TIN, NPI, DUNS), category, and representatives, along with monitoring and payment status. 

Vendor Tab Overview

The Vendor Tab provides comprehensive oversight of the monitored data submitted through your organization’s vendor file, along with all associated alert information. To access vendor details, select Vendors from the top navigation menu after logging in.

Search and Filter Capabilities

Users may search for specific individuals or companies by Vendor Number, Legal Business Name, Sub-Client Group (Managed By), TIN, and Vendor Category. Additionally, filtering by Monitoring Status, Progress Status, or Verification Result, allows quick access to vendors with specific alert types and colors.

Vendor Information Details

By selecting View to the right of a vendor’s name, you can access the information submitted via your vendor file from your Accounts Payable (AP) system. Available data includes:

• Name and DBA

• Address and Vendor Category

• Tax Identification Number (TIN), if permissions allow

• National Provider Identifier (NPI)

• DUNS number

• Associated representatives within the vendor organization

The right-hand panel provides additional details, such as:

• Overall Monitoring Status

• Monitor Period

• Payment Status

• W-9 Information

• Vendor Number

• Vendor Category

• Sub-Client Group

Note: If your organization participates in VendorProof Plus Cost Share, this section will also display responses from custom questionnaires completed during vendor enrollment.

Next: Monitor Alerts