To create a Vendor Prequalifications Requests record:
- Navigate to the Company Workspace tab. Ensure that are in the User mode.
- Expand the Company Logs node, and select Vendor Prequalifications. The Vendor Prequalifications 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 send the form.
- In Workflow Actions, select Submit. This action activates Action Details.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens and displays a list of available task recipients.
- Select the user or group who will receive the task on the next step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Notifications log.
- Click Send to route the record to the Approval step. Unifier displays a message stating that the record has been submitted successfully.
Upper Form
In this field | Do this |
|---|---|
Record Number | This is a read-only field that Unifier populates the first time you send the form to the Approval step. |
Title* | This is a required field - Enter up to 16 alpha-numeric characters to identify the vendor. |
Due Date | This is a read-only field. Due Date is pre-populated to reflect the number of days you have to finish routing the record. If the record becomes late, Unifier displays the record Title in red in both the Tasks log and the business process the log. |
Creator | This is a read-only field that identifies the person that created the record. The field appears as a link to the creator's contact information. |
Creation Date | This is a read-only field that Unifier populates when you first send the form to the next step in the workflow. |
Status | This is a read-only field that Unifier populates when you first send the form to the next step in the workflow. |
Vendor ID | This is a required field - Enter up to 16 alpha-numeric characters to identify the vendor. |
Vendor Name* | Enter the vendor's name. You can enter up to 50 alpha-numeric characters. |
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. |
Bidder First Name* | This is a required field - Enter the contact's first name. |
Bidder Last Name* | This is a required field. Enter the contact's last name. |
Vendor Type | Select the Vendor Type from the drop-down menu. |
Reference ID | Enter the vendor's Reference ID. You can enter up to 16 alpha-numeric characters. |
Bidder Email | This is a required field - Enter the contact's email address. |
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. |
Justification | Enter a justification. You can enter up to 4000 alpha-numeric characters. |
Insurance Company | Enter the name of the insurance company. You can enter up to 32 alpha-numeric characters. |
COI expiration Date | Enter the Certification of Insurance expiration date using the date picker. |
Policy No | Enter the policy number. You can enter up to 32 alpha-numeric characters. |
Indemnification Amount | Enter the insurance company's contractual liability amount |
Delivered Via | Select the delivery method from the drop-down menu. |
Date Shipped | Enter the date the item was shipped. |
Tracking No | Enter the shipping tracking number. |
Expected Delivery | Enter the date the item is expected. |
Remarks | Enter up to 4000 alpha-numeric characters. |