Purpose
The Vendors business process is a Company-level, Simple type, or Line Item type, and non-Workflow business process that enables you to capture and store vital information about a Vendor such as bidding information, vendor type, vendor contact information, insurance coverage, and business certifications.
Note: Each type of vendor information, up to eight types, can have its own detail-form tab.
When you create a Vendors BP, you can set the language and time zone for the bidder.
Language, Time Zone, and Date Format for Vendors BP
While creating a Vendors BP, you can set the Language, Time Zone, and Date Format specific to your bidders. After you have completed bid invitation, to selected bidders, your Language, Time Zone, and Date Format setup is used by the system. Email notifications to bidders, Unifier Bidder Portal web page content, and Bidder forms all honor the settings. The notifications follow the preferences of the user who has been specified in the Bid contact of the Company Properties page.
Business process characteristics
Vendors is a non-workflow, company-level, line item-type business process. You can create multiple Vendors records for your company; each Vendors record specifies one Vendor. The Vendors record can be auto-created from an approved Vendor Prequal Requests record, or it can be manually created. Because this is a non-workflow business process you access a Vendors record in Company Logs > Vendors log. Integration is defined for Upper and Detail forms. The item logs section of the Vendors record displays a query tab, Contracts. An individual help file is available for this business process.
Groups associated with this business process
Members of the Company Administrators group can create and edit this business process.
Record Statuses
Active and Inactive, neither of which are terminal.
Additional Information
- Designated as the Request for Bid (RFB) master vendor list.
- Enabled for mobile and hand-held devices.
- Enabled for integration.
- Enabled for publish path.
Files attached to business process forms or to line items will be automatically published to pre-defined folders in Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log.
Benefits
In Unifier, files that are attached to a business process form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record:
- In a project's Navigator, click Document Manager and select Documents.
- In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record:
In the Company Workspace Navigator, click Document Manager and select Company Documents.
In the Folder panel, locate the pre-defined folder with the same name and view the published documents.