Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage Contract Management Vendor Info

Use this screen to set up prospective vendors that can be linked to opportunities.

You can enter the address, contact information, vendor employees, non-disclosure and teaming agreement details, and any notes pertaining to vendors. You can also specify values for user-defined fields for each vendor.

Prospective vendors must be approved using the Approve Prospective Vendors screen before they can be used in contracts and projects. After approval, prospective vendors become active vendors.

This screen has two tabs:

  • General: Use this tab to enter general information and legal classification for regular or prospective vendors.
  • Notes: Use this tab to enter relevant notes or comments about regular or prospective vendors.
Note: This application is available only if you are licensed for Contract Management.
Attention: For more information on how to use this screen, refer to the following:

Customer, Vendor, and Employee Overview Click-thru