VENDOR CLASSIFICATION CODES

Use this subtask to enter information about the legal classifications of your vendors. Although there are no standard Costpoint reports from which to extract this information, this data can be extracted using either Impromptu or any other reporting tool.

Vendor (ID, Name, Location)

The Vendor ID, Name, and Location are displayed from the main screen.

Business Classification

Default Size

Use the four radio buttons in this group box (Large, Small, Non-Profit, and Foreign/Other) to classify vendors for subcontract reporting. To include the vendor in subcontract reporting, accept the system default of Large or select Small for a small business. Select Non-Profit or Foreign/Other to exclude the vendor from subcontract reporting. You can select only one radio button at a time.

Size By Industry Classification

Industry Classification

Enter, or use Lookup to select, an industry classification.

Vendor Size

Use the drop-down box to select a vendor size. The default is "Large."

Woman-Owned, Disadvantaged (Include Minority-Owned), HUBZone, Veteran-Owned, Service-Disabled Veteran-Owned, and Historical Black Colleges and Universities/Minority Institutions.

Use these six checkboxes to provide further detail for vendor classification. Select all checkboxes that apply to the vendor's legal classification. You can select as many checkboxes as needed.

Certification Date

Enter the date on which you received the vendor's classification certification in this optional field.

Certification Number

Enter the vendor's certification number in this optional field.

eProcurement Vendor

Select this checkbox if you want to export the vendor information to the eProcurement system.