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

Approve Prospective Vendors

Use this screen to approve prospective vendors before they can be used in vouchers and cash disbursements.

You can also use this screen to disapprove one or multiple prospective vendors.

All prospective vendors with a status of Pending in the Manage Contract Management Vendor Info application are automatically displayed when you load this screen. After you approve these vendors, their vendor record status is changed to Vendor in Manage Contract Management Vendor Info, and they can then be used in vouchers and cash disbursements.

If the prospective vendor that you have selected for approval has an active exclusion record in SAM.gov, Costpoint displays a warning message when you perform any of the following actions:

  • Change the status of a single prospective vendor to Approved
  • Click the Approve All button and then save the record

On the warning message dialog box, you can select either Cancel to go back to the screen and select another prospective vendor to approve, or OK to approve the currently selected prospective vendor and convert it to a regular vendor.

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