Vendors Subtask

Use this subtask to specify the preferred vendors from which a specific service can be purchased.

You must first establish the vendor on the Manage Vendors screen in Accounts Payable before you can enter any additional information on this screen.

You can also maintain this data on the Assign Vendors to Items screen.

Contents

Field	Description
Vendor	Enter, or click to select, the vendor from whom you want to purchase this service. Vendor ID codes are established on the Manage Vendor screen. A vendor ID is required if a vendor part number is required. The vendor must not be flagged as a payroll vendor, and its Approval Code must not be Not Approved. If the vendor is approved or preferred for the part, its Approval Code must not be Pending. You can still link a pending, non-payroll vendor to a part if the vendor is not approved or preferred for the part. In this case, Costpoint displays a warning.
Vendor Name	This field displays the name of the vendor corresponding to the vendor ID entered in the Vendor field.
Approved/Preferred	Use this drop-down list to specify whether or not this vendor is approved for this service and also to specify if the vendor is the preferred source of the service. Choose from the following options in the drop-down list: Approved: This indicates that the vendor is an approved source of a specific service. Not Approved: This indicates that the vendor is not an approved source of a specific service. Preferred: This indicates that the vendor is the preferred source of a specific service. Only one vendor can be designated as the preferred service source at a time.
Last PO	This field displays the last purchase order number assigned to this vendor.
Last PO Date	This field displays the date of the last purchase order assigned to this vendor.
Last Quote	This field displays the last quote identifier assigned to this vendor.
Last Quote Date	This field displays the date of the last quote identifier assigned to this vendor.