How to Limit Users to Specific Vendors Using MIP Class or Type Values

Overview

Microix Workflow supports restricting users to specific vendors based on MIP’s Class or Type fields. This allows organizations to ensure users only see vendors relevant to their department, workflow, or procurement category.

Vendor filtering affects two areas:

• Vendor List Lookup: If a user belongs to multiple workflows, all applicable vendor restrictions across those workflows are combined.

• Document Creation: Only vendors associated with the selected workflow are shown.

This feature is especially useful when organizations categorize vendors (e.g., Class = "Office Supplies") and want workflows to access only those categories.

Important Requirement

Before using vendor restrictions in Microix, you must categorize vendors in MIP using the CLASS or TYPE fields.

Example

If all office supply vendors are tagged with:

• Class = "Office Supplies"

…then workflows can be filtered to display only those vendors.

Without proper vendor categorization in MIP, vendor filtering will not work.

How Vendor Filtering Works

1. Viewing Vendor List

If a user belongs to multiple workflows:

• All vendor filters from all assigned workflows are aggregated, and the user sees the combined set of allowed vendors.

2. Creating Documents

When a user selects a workflow while creating a document:

• Only vendors permitted for that specific workflow will be displayed.

• This ensures requestors use the correct vendors based on workflow type.

Steps to Apply a Vendor Filter to Workflows

Step 1: Navigate to Workflow Settings

Go to:
Maintenance → Organization Workflow

Step 2: Open Vendor Filter Settings

Click the “Vendor Filter” button.

Step 3: Select Workflow(s)

Choose one or more workflows that should be restricted to specific vendors.

Step 4: Choose Filter Criteria

Select the condition:

• Equal To – Workflow can only use vendors with the selected Class/Type

• Not Equal To – Workflow must exclude vendors with the selected Class/Type

Step 5: Select Vendor Categories

From the list of MIP Class or Type values:

1. Find the desired category (e.g., “Office Supplies”)

2. Select additional categories as needed

3. Save your changes

Summary

By tagging vendors with appropriate Class or Type values in MIP and applying Workflow Vendor Filters in Microix, you can control which users see which vendors—ensuring accuracy, compliance, and streamlined procurement processes.