Defining Vendors

To set up vendor profiles use the Define Vendors (LM_VENDOR_MAIN) component.

This topic lists prerequisites and discusses how to:

Define vendor profile information.
Define vendor address information.
Define vendor product information.

Create a vendor profile for each organization from which you purchase goods and services for classes and programs. All vendor data is manually entered and maintained. You can associate vendors with the instructors, delivery methods, materials, and facilities that you define later.

Pages Used to Define Vendors

Page Name	Definition Name	Navigation	Usage
Vendor Profile	LM_VENDOR_MAIN	select Enterprise Learning, then select Organizations, then select Vendors, then select Vendor Profile	Define vendor profile information.
Vendors - Address History	LM_VENDOR_ADDR	select Enterprise Learning, then select Organizations, then select Vendors, then select Address History	Define address details specifying the vendor's primary address.
Edit Address	EO_ADDR_USA_SEC	Click the Edit Address link on the Address History page.	Edit vendor address information.
Vendor Products	LM_VNDR_PROD	select Enterprise Learning, then select Organizations, then select Vendors, then select Vendor Products	Define learning-related vendor product information.

Prerequisites for Defining Vendors

Before you can set up vendors, you must:

Set up vendor product types.
Set up vendor pricing types.
Set up vendor product packaging types.

Vendor Profile Page

Use the Vendor Profile page (LM_VENDOR_MAIN) to define vendor profile information.

Navigation

select Enterprise Learning, then select Organizations, then select Vendors, then select Vendor Profile

Image: Vendor Profile page

This example illustrates the fields and controls on the Vendor Profile page.

Learning Environment

Enter a learning environment to associate with the vendor. Learning environment values are set up on the Learning Environment page.

See Defining Learning Environments.

Vendor Status

Select the status of this vendor: Active or Inactive.

Industry

Enter the type of industry with which this vendor is associated. Industry values are delivered with the system.

Country

Enter the country with which this vendor is associated. Country codes are synchronized from the HR country code table EIP.

Business

Enter a business code.

Stock Symbol

Enter the vendor's stock symbol, if any.

Website URL (website uniform resource locator)

Enter the vendor's website URL, if any.

Primary Communication

The system displays the vendor's primary communication information, as defined on the Address History page.

Vendors - Address History Page

Use the Vendors - Address History page (LM_VENDOR_ADDR) to define address details specifying the vendor's primary address.

Navigation

select Enterprise Learning, then select Organizations, then select Vendors, then select Address History

Image: Address History page

This example illustrates the fields and controls on the Address History page.

Address Type

Select an address type. Address type values are defined on the Contact Method Type page.

Primary

Select to identify an address as primary. Every vendor must have a primary address.

Effective Date and Status

Enter the effective date and status for the address.

Country

Enter the country for the address. You must enter a country value before you can edit the address.

Address and Edit Address

Enter a country value if one is not specified, and click the Edit Address link to add or update the address information on the Edit Address page.

Phone

Phone Type

Select a phone type. Phone type values are defined on the Contact Method Type page.

Country Code

Enter the country for the phone type.

Phone

Enter the phone number.

Ext (extension)

Enter the phone number extension, if any.

Primary

Select to identify a phone number as primary. If you have one or more phone numbers for a vendor, you must mark one as primary.

Email

Email Type

Select an email type. Email type values are defined on the Contact Method Type page.

Email Address

Enter the email address.

Primary

Select to identify an email address as primary. If you have one or more email addresses for a vendor, you must mark one as primary.

Vendor Products Page

Use the Vendor Products page (LM_VNDR_PROD) to define learning-related vendor product information.

Navigation

select Enterprise Learning, then select Organizations, then select Vendors, then select Vendor Products

Image: Vendor Products page

This example illustrates the fields and controls on the Vendor Products page.

Product Description and Short Description

Enter a description and short description for the vendor's product offering.

Product Type

Enter a product type. Product type values are defined on the Product Types page.

Pricing Type

Enter a pricing type model for this product. Pricing model values are defined on the Pricing Types page.

Quantity

Enter the number of offerings for this product.

Cost

Enter the cost of this product, for one product packaging unit. If you associate this product with a course, the classes for that course inherit the cost that you define here. The amount displays on the Class Costs page and is included in the total estimated costs that also appear on that page.

Payment Terms

Enter the terms in which payment for this product is required. Payment terms are delivered with the system as translate values and you can modify them.

Product Packaging

Enter the product packaging unit of measure for this product. Product packaging values are defined on the Product Packaging page.

Currency

Enter the type of currency for this product. Currency codes are delivered with the system.

Contract Description

Enter a brief description of the contract that you have for the product.

Vendor Contract ID

Enter the vendor contract ID code, if any.