Before you begin, check to make sure you do not already have a Vendor record that was auto-created by the Vendor Prequal Requests record, or there is not a Vendor Prequal Request already being routed for approval.
To create a Vendors record manually:
- Navigate to the Company Workspace tab, Company Logs >Vendors. The Vendors log opens.
- From the BP log page, click Create.Complete the Upper form according to the Upper form table below. You must enter a value in all required fields before you can save the form or add line items. See Adding Line Items.
Upper Form
In this field | Do this |
|---|---|
Vendor ID* | This is a required field - Enter up to 16 alpha-numeric characters to identify the vendor. |
Vendor Name* | This is a required field - Enter the vendor's name. You can enter up to 50 alpha-numeric characters. |
Vendor Type | Select the Vendor Type from the drop-down menu. |
Discipline | Select the Discipline from the drop-down menu. |
Tax ID | Enter the vendor's Tax ID. You can enter up to 16 alpha-numeric characters. |
License No | Enter the vendor's License Number. You can enter up to 16 alpha-numeric characters. |
Reference ID | Enter the vendor's Reference ID. You can enter up to 16 alpha-numeric characters. |
Issuer's WebSite/URL | Click the Link icon. Enter the website name and URL. |
Address 1 | Enter the vendor's address. You can enter up to 120 alpha-numeric characters. |
Address 2 | You can use this field as needed. You can enter up to 120 alpha-numeric characters. |
Address 3 | You can use this field as needed. You can enter up to 120 alpha-numeric characters. |
City | Enter the vendor's city. |
State/Province | Select the vendor's state or province. |
Zip/Postal Code | Enter the vendor's zip or postal code. |
Country | Select the vendor's country |
Primary Contact | Enter the name of the vendor contact. |
Enter the vendor contact's email. | |
Phone | Enter the vendor contact's phone number. |
Fax | Enter the vendor contact's fax number. |
Contact Company | The vendor Name. This is a read-only field. |
Bidder Email* | This is a required field - Enter the bidder's email address. |
Bidder First Name* | This is a required field - Enter the vendor contact's first name. |
Bidder Last Name* | This is a required field - Enter the vendor contact's last name. |
Insurance Company | Enter the name of the insurance company. |
Policy No | Enter the vendor's insurance policy number. |
COI expiration Date | Enter the date on which the insurance expires. |
Indemnification Amount | Enter the liability amount. |
Minority-owned Business | Select the check-box if appropriate. |
Woman-owned Business | Select the check-box if appropriate. |
Disadvantaged-own Business | Select the check-box if appropriate. |
Certificate Number | Enter the certification number of the business classification. |
Expiration Date | Select the appropriate date using the date picker. |
Remarks | Enter up to 4000 alpha-numeric characters. |
Item Logs
Line Items Tab
Provides general information about the record.
Contracts Tab
Use to create a new record as well as view, copy, or find existing records.