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 add activities and tasks related to the vendor. 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.
If you are configured for GovWin IQ to Costpoint Vendor integration, you can use the Import GovWin IQ Vendor Data application to import vendors from GovWin IQ and add them as prospective vendors in the Capture & Contracts domain. A new prospective vendor record is created when the GovWin IQ company ID does not exist for a regular or prospective vendor. Data for regular vendors added through Import GovWin IQ Vendor Data display on the Manage Vendors screen in the Accounting domain.
Use Import GovWin IQ Vendor Data when importing or updating a single or multiple GovWin IQ prospective vendor records. For a specific GovWin IQ prospective vendor record, you can run the integration routine in Manage Contract Management Vendor Info using the Refresh from IQ button on the General tab.
This screen has the following 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.
- Supplier/Vendor Rating: Use this tab to view supplier/vendor rating information for regular vendors. This tab is visible only for regular vendors and hidden for prospective vendors.
This screen is also available as a standalone application in the Accounting and Materials domains , Manage Prospective Vendors (APMPRVEND). When you create new records in Manage Contract Management Vendor Info, Costpoint performs validations to identify if there are similar and/or duplicate records in Manage Prospective Vendors and Manage Vendors (APMVEND).