Supplier Good to Know

  • A Supplier is a person or group (internal or external) that is responsible for providing a product or service to an organization based on an Operational Level Agreement (OLA) or Underpinning Contract (UC).
  • Search for one or more Suppliers that meet a specific criteria by running a Quick Search or Search Group.
  • Create a new Supplier by clicking New>New Supplier on the CSM Desktop Client toolbar or by clicking File>New>New Supplier from the CSM Desktop Client menu bar.
  • The OOTB system implements several Actions/One-Step Actions to make creating Suppliers more efficient. For more information about Actions and One-Step Actions, refer to the Actions/One-Step Actions documentation.

    A full list of One-Step Actions is beyond the scope of this document. Export a schema document from CSM Administrator (Create a Blueprint>Tools>Export Schema) to view a full list of One-Step Actions associated with a particular type of Business Object (ex: Major).

  • Press TAB to move to the next field on the form.
  • Secure Supplier records by controlling who can view, create, and edit records.