Contacts Subtask

Use this subtask to enter, edit, and view contacts specific to each of the vendor's addresses.

You can add new contacts for prospective and regular vendors. For a prospective vendor, all fields on this subtask are editable. For regular vendors, you can add new contacts but you cannot update or delete existing or newly added/saved contacts.

Note: For prospective vendors, an error message displays if you attempt to delete a contact line that is affiliated with a lead or contact record on the Manage Leads and Contacts screen.

Click New to begin adding contacts.

Contents

Field	Description
Line	This field displays an automatically generated line number.
Last Name	Enter the last name of the contact.
First Name	Enter the first name of the contact.
Title	Enter the title of the contact.
Phone Number	Enter the primary phone number for the contact.
Fax Number	Enter the fax number for the contact.
Other Number	Enter any other phone number you need for the contact.
Email Address	Enter the email address for the contact.
Notes	Enter any notes that you want to record for the contact.

Supplier Portal User Account

Use this group box to specify information for automatically creating a user account for the vendor contact or submitting a request to create one once the prospective vendor is approved.

This group box is visible and enabled on the subtask only if the following conditions are met:

You are licensed for Supplier Portal.
The Supplier User Login Creation option on the Configure System Settings screen is set to Auto-create or Sys Ad creates Supplier Portal Login.
The Supplier Portal Enabled checkbox on the General tab of Manage Contract Management Vendor Info is selected for the prospective vendor.

Field	Description
User ID Exist	If a user exists for this contact on the Manage Users screen, this checkbox is visible and selected.
Create User Login ID	Select this checkbox to create a user login ID for the contact. This checkbox is visible and enabled only if the Supplier User Login Creation option in Configure System Settings is set to Auto-create and a user ID does not yet exist for the contact.
Submit Request to Create User Login	Select this checkbox to submit a request to your system administrator for creating a user login ID for the contact. This checkbox is visible and enabled only if the Supplier User Login Creation option in Configure System Settings is set to Sys Ad creates Supplier Portal Login and a user ID does not yet exist for the contact.
User ID	Enter the ID to be used in the automatic creation of the Costpoint user record for this contact. You can use this field if the following conditions are met: The Supplier User Login Creation option in Configure System Settings screen is set to Auto-create The Create User Login ID checkbox is selected on this subtask. The contact is not yet linked to a user ID in Manage Users. If you are entering a new contact record, this field will automatically default to the value in the E-Mail Address field on this subtask. Costpoint will ask whether you want to update the user ID based on the entered value (for example, if the value in E-Mail Address field is "janemariesmith@company.com," you can set User ID to "JANEMARIESMITH"). The user ID allows up to 20 characters. If the contact is not yet linked to a Costpoint user on the Manage Users screen, you may edit the value before saving. This field will be disabled after the user record has been created against the contact.
Login ID	This field automatically defaults to the user ID, but you can change it if the login ID differs from the user ID. This value will be used to populate the Active Directory or Certificate ID field on the Manage Users screen. You can use the Login ID field only if the following conditions are met: The Supplier User Login Creation option in Configure System Settings screen is set to Auto-create The Create User Login ID checkbox is selected on this subtask. The contact is not yet linked to a user ID in Manage Users. If the contact is not yet linked to a Costpoint user on the Manage Users screen, you may edit the value before saving. Once the contact is linked to at least one user ID in Manage Users, this field will no longer be available. This field is required if the Authentication Method in Configure System Settings is one of the following: Single Sign-on Active Directory Single Sign-on or Active Directory Single Sign-on or Database Windows Domain and Active Directory Certificate Single Sign-on This field is not required for the Database authentication method and is disabled if the authentication method is Windows Domain and Database.

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Contacts Subtask

Use this subtask to enter, edit, and view contacts specific to each of the vendor's addresses.

You can add new contacts for prospective and regular vendors. For a prospective vendor, all fields on this subtask are editable. For regular vendors, you can add new contacts but you cannot update or delete existing or newly added/saved contacts.

Note: For prospective vendors, an error message displays if you attempt to delete a contact line that is affiliated with a lead or contact record on the Manage Leads and Contacts screen.

Click New to begin adding contacts.

Contents

Field	Description
Line	This field displays an automatically generated line number.
Last Name	Enter the last name of the contact.
First Name	Enter the first name of the contact.
Title	Enter the title of the contact.
Phone Number	Enter the primary phone number for the contact.
Fax Number	Enter the fax number for the contact.
Other Number	Enter any other phone number you need for the contact.
Email Address	Enter the email address for the contact.
Notes	Enter any notes that you want to record for the contact.

Supplier Portal User Account

Use this group box to specify information for automatically creating a user account for the vendor contact or submitting a request to create one once the prospective vendor is approved.

This group box is visible and enabled on the subtask only if the following conditions are met:

You are licensed for Supplier Portal.
The Supplier User Login Creation option on the Configure System Settings screen is set to Auto-create or Sys Ad creates Supplier Portal Login.
The Supplier Portal Enabled checkbox on the General tab of Manage Contract Management Vendor Info is selected for the prospective vendor.

Field	Description
User ID Exist	If a user exists for this contact on the Manage Users screen, this checkbox is visible and selected.
Create User Login ID	Select this checkbox to create a user login ID for the contact. This checkbox is visible and enabled only if the Supplier User Login Creation option in Configure System Settings is set to Auto-create and a user ID does not yet exist for the contact.
Submit Request to Create User Login	Select this checkbox to submit a request to your system administrator for creating a user login ID for the contact. This checkbox is visible and enabled only if the Supplier User Login Creation option in Configure System Settings is set to Sys Ad creates Supplier Portal Login and a user ID does not yet exist for the contact.
User ID	Enter the ID to be used in the automatic creation of the Costpoint user record for this contact. You can use this field if the following conditions are met: The Supplier User Login Creation option in Configure System Settings screen is set to Auto-create The Create User Login ID checkbox is selected on this subtask. The contact is not yet linked to a user ID in Manage Users. If you are entering a new contact record, this field will automatically default to the value in the E-Mail Address field on this subtask. Costpoint will ask whether you want to update the user ID based on the entered value (for example, if the value in E-Mail Address field is "janemariesmith@company.com," you can set User ID to "JANEMARIESMITH"). The user ID allows up to 20 characters. If the contact is not yet linked to a Costpoint user on the Manage Users screen, you may edit the value before saving. This field will be disabled after the user record has been created against the contact.
Login ID	This field automatically defaults to the user ID, but you can change it if the login ID differs from the user ID. This value will be used to populate the Active Directory or Certificate ID field on the Manage Users screen. You can use the Login ID field only if the following conditions are met: The Supplier User Login Creation option in Configure System Settings screen is set to Auto-create The Create User Login ID checkbox is selected on this subtask. The contact is not yet linked to a user ID in Manage Users. If the contact is not yet linked to a Costpoint user on the Manage Users screen, you may edit the value before saving. Once the contact is linked to at least one user ID in Manage Users, this field will no longer be available. This field is required if the Authentication Method in Configure System Settings is one of the following: Single Sign-on Active Directory Single Sign-on or Active Directory Single Sign-on or Database Windows Domain and Active Directory Certificate Single Sign-on This field is not required for the Database authentication method and is disabled if the authentication method is Windows Domain and Database.