Creating a Vendor
You must create vendor records before you can create an underpinning contract. See Working with Underpinning Contracts. A vendor is a service provider outside of your organization.
1.Log in to the application as a service owner.
2.Open the Services workspace.
3.Open a service.
4.Click the Vendor tab.
5.Click New Vendor. The system displays the New Vendor dialog box.
6.Enter information into the fields.
Field | Description |
---|---|
Name | The name of the vendor. |
Email Address | The email address of the vendor. |
Primary Phone | The primary phone number of the vendor. |
Contact | The name of the main contact with the vendor. |
Contact Email | Automatically filled in based on the contact that you select. |
Contact Phone | Automatically filled in based on the contact that you select. |
Address | The street address of the vendor. |
City | The mailing city of the vendor. |
State | The mailing state of the vendor. |
Zip | The zip code of the vendor. |
Country | The mailing country of the vendor. |
Support Info | Information about how to contact this vendor. |
7.Click Save. You can now use and link the vendor.