The Vendor screen allows you to create and maintain a profile of each vendor. Vendors can be contractors, subcontractors, consultants, agents, brokers, suppliers or other outsourced people. They provide a service for which you owe them money, but they are different from your employees in the sense that they are not on the payroll of your company. The vendor information can be used on reports or invoices, and when determining bill and cost rates on time entries or budgets. In addition to the master information tracked for reference purposes, vendors can optionally enter time and expenses into Web Suite just like employees. They can be granted access to the program as Web Suite Users with appropriate security permissions.
Vendor terminology can be customized using Custom Labels. For example, the caption 'Vendor' can be changed to 'Subcontractor', 'Consultants' or any term you want. Menu items, reports and other elements adjust accordingly. Several field masks can be customized too.
To view the vendor details, the ID of an vendor record displayed on the Vendor List screen. The Web Suite Vendor screen is separated into the following tabs:
The following information provides details on the options available on the Vendor button panel.
Filters (On/Off):
Turn on or off the defined filters with this option. When selected, Web Suite remembers and applies the previous filter settings. Changes that you make in the Filter tab will take effect only when you select the check box. Clearing the check box is a quick way to deactivate all filters.
Help:
Opens the Web Suite Help in the Vendor section.
Print:
Opens the Reports Viewer, where you can View, Print or Export the Report.
Options
Click to access various options for the Project screen.
New To Do Item:
Click to open the To Do List screen to add a new to-do item or task for the vendor.
View To Do List:
Click to open the To Do List screen to view the associated to-do items for the vendor.
Attachments:
Click to open the Attachments screen where you can attach one or more files to the vendor record. You can also view the number of files currently attached to the record. The attached files will be copied to the shared file attachment folder as specified by your Admin.
Clone:
Opens the Vendor Clone screen that enables you to create a duplicate vendor record from the existing one with similar information and attributes but with different vendor ID.
Save:
Saves information as entered on the Vendor screen.
New:
Enables you to enter a new vendor record into Web Suite. It displays the data entry fields above. Click the ID field where you must type the Vendor ID and can then <TAB> through the remainder of the screen to enter additional vendor information.
Return:
Closes the Web Suite Vendor screen and takes you to the Vendor Lists screen. It is important that you exit using the Return button and then log out. Do not close your browser directly as that leaves your connection open on the server for up to 20 minutes and can impact the server performance.