Tagging a Vendor as a Project Vendor
Tagging a vendor as a project vendor lets you identify vendors that provide goods and services that are specific for projects and project tasks.
When a vendor is identified as a project vendor, it becomes available for selection in the Project Vendor field on the Custom Purchase Order - Projects form. The Project Vendor field lets you distinguish and select only approved project vendors when entering purchase orders for a project or project task.
For a role to be able to tag a vendor as a project vendor, edit permission level is required for the Vendors Lists permission. For more information, see Purchase to Project SuiteApp Roles and Permissions.
To tag a vendor as a project vendor:
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Go to Lists > Relationships > Vendors.
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Click Edit next to the vendor record that you want to edit.
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In the Classification section, check the Project Vendor box.
Note:The Project Vendor box is only available in the standard vendor form. It may not be available for some SuiteSuccess editions that have other default vendor forms. You or your administrator may need to customize the vendor form to add the Project Vendor box.
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Click Save.
Related Topics
- Purchase to Project
- Prerequisites for Purchase to Project
- Installing the Purchase to Project SuiteApp
- Setting Up the Purchase to Project SuiteApp
- Entering Purchase Orders for Projects and Project Tasks
- Associating Purchase Orders and Vendor Bills to a Project or Project Task
- Viewing Project Procurement Transactions
- Best Practices in Using the Purchase to Project SuiteApp
- Limitations in Using the Purchase to Project SuiteApp