Troubleshoot SRM

Cause: your Acesso ao SRM (SRM access) permission is set to Sem acesso (no access).

• Ask whoever administers the team to open Settings → Members and click Gerenciar (Manage) on your row.
• Under Acesso ao SRM, change it to Usuário (user) or Gerenciador (manager) and click Salvar alterações (Save changes).
• Reload SRM — Contracts returns to the menu. See Control who can access contracts.

Cause: the supplier's Vencimento faturas (invoice due day) field is empty. The calendar groups suppliers by that day — without it, the supplier never appears, even with invoices recorded.

• Open the supplier and click the pencil icon next to the name.
• In Editar fornecedor (Edit supplier), fill in Vencimento faturas with the day of the month and click Salvar (Save).

Cause: nothing was lost. The record is created the moment you click Extrair dados (Extract data); Fechar (Close) does not discard it.

• Open the supplier's invoice list or the Contracts screen — the record is there.
• Use Editar (Edit) to review the extracted fields, or Excluir (Delete) if you don't want to keep the record.

Cause: the Meus fornecedores (my suppliers) list has no search field — it is sorted by spend over the last 12 months.

• Open the command menu and type at least 2 characters.
• The search matches suppliers by name, CNPJ, and legal name, under the Fornecedores (suppliers) group.

Cause: the Responsável (owner) search shows Nenhum membro com acesso ao SRM. (no member with SRM access) because it lists only active members with the Acesso ao SRM permission — and no team member has it.

• Open Settings → Members and click Gerenciar (Manage) on the member who will own contracts.
• Set Acesso ao SRM to Usuário or Gerenciador and click Salvar alterações (Save changes).
• Return to the contract form and search for the member again.

Cause: there are no invoices in the selected period, or more than 20 suppliers are selected — beyond that, some bars stop appearing.

• Widen the Período (period) or clear the Fornecedores (suppliers) selection.
• To compare many suppliers, select them in groups of up to 20.
• Confirm the period's invoices have Valor da fatura (invoice value) filled in.

Cause: the AI could not read the value in the uploaded file. The record was still created, with an empty value.

• On the result screen, click Editar fatura (Edit invoice) — or Editar, for contracts — and enter the value.
• If you already closed the dialog, open the record in the list and use Editar.

Cause: those deletions do not exist in SRM. Only invoices, contracts, and contract files can be deleted.

• To fix a supplier or contact, use editing (the pencil icon).
• Check invoice attachments before uploading — once uploaded, they are permanent.

Cause: the supplier has not been registered yet, or the typed text does not match the registered name — the picker shows Nenhum fornecedor encontrado. (no supplier found).

• Search for another part of the name or for the legal name.
• If the supplier does not exist, register it and return to the contract form.