Which Fields of a Vendor Registry Should Be Required When Structuring a Financial BPO?
When structuring a financial BPO in Jestor, the vendor's name, email, and phone fields are usually marked as required, ensuring no vendor gets registered without the minimum data needed for contact and identification.
Why setting required fields from the start matters
If the registry allows saving a vendor without an email or phone, for instance, the team may struggle later to reach out when there's a payment issue to resolve. Setting requirements avoids that kind of gap.
Common fields marked as required
- Vendor name, used as the main identifier
- Email, essential for communication and sending documents
- Phone, for more direct contact when needed
- Vendor status, to know if it's active, inactive, or blocked
How to set required fields in the vendor registry
- Create the needed fields on the vendor table
- Mark each essential field as required
- Test the form by trying to save without filling in a required field
- Adjust as needed for your financial BPO's actual process
Process automation with complete data
Making sure the essential fields are required is the foundation of reliable financial process automation in Jestor, since formulas, automations, and ERP integrations depend on complete data to work correctly.
Table Summary
| Field | Why it's required |
|---|---|
| Name | Vendor identification |
| Communication and sending documents | |
| Phone | Direct contact when needed |
Video Tutorial: Step by Step
Video: Ep 11: Structuring the Vendor Registry for Financial BPO — video tutorial showing this feature in practice, right inside the Jestor interface.
Frequently Asked Questions
Does every field on the vendor registry need to be required? No, only the ones essential for contact and identification; others can stay optional, like notes.
What happens if I try to save without filling in a required field? The system blocks saving and flags that field as needing to be filled in.
Does this requirement pattern apply to other tables in the financial BPO? Yes, the same logic can be applied to other tables, like accounts payable, on jestor.com.
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