CIPAceTM HelpManage Vendor General Information |
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Navigate Here: Implementation > Vendors > Browse Vendors; select a vendor
You can modify a vendor's general information on the General tab page.
To edit the vendor, update any of the following fields:
The required fields are noted with an asterisk (*).
Vendor ID*: The ID of the vendor. It must be unique.
Vendor Name*: The name of the vendor. It must be unique.
Vendor Type: Specify the vendor type(s). Available vendor types are defined at Dropdown List Management. Click
You can select vendor types in the Available Vendor Types list and click
Vender Tier*: Specify the vendor tier. Vendor tiers are defined in Picklist Management.
Status: Specify whether the vendor is active or inactive. Only active vendors are available for solicitations, contracts, purchase orders, and project expenses.
Street 1*, Street 2, Street 3: Street(s) in the vendor address.
City*: City in the vendor address.
State*: State in the vendor address.
Zip Code*: Zip code in the vendor address. It must be in the format of ##### or #####-#### and contain only numbers. Other formats will not be accepted.
Country*: Country in the vendor address.
Phone, Fax, Email, Web Site: Other contact information of the vendor. The email address should be a similar format to "name@something.com". Other formats will not be accepted.
Contact Person: Contact person of the vendor.
Contact Person Phone: Phone of the contact person of the vendor.
Description: Description of the vendor.
Retainage Rate: Default retainage rate of the vendor. It will be used as the default retainage rate of the contracts and purchase orders for the vendor.
Click the Save button to save the changes.
Click the Save & Browse button to save the changes go to the Browse Vendors page.
Click the Delete button to delete the vendor. Deleting a vendor will also remove its association with resources and users. If the vendor is associated solicitations, contracts, purchase orders, invoices, or project expenses, it cannot be deleted.
Click the Print button the system will direct to Generate Dynamic Document page. You can choose a predefined template to generate a standard form.
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