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

Contents of the Manage Vendors Screen

Use these fields and options to view vendor information and add new or edit the address contact and employee information as well as labor history and information.

Contents

Note: When employees and/or labor history and information have been added and saved, some subtask fields can no longer be edited. Deletion of this information must be requested via notes to the Accounts Payable administrator.
Field Description
Vendor ID This field displays the vendor ID from the main screen.
Name This field displays the name that identifies the vendor. This is a unique ID.
Address Code This field displays the address code for the line.
Payment Address This field displays the payment address setting. Valid values are one of the following: Yes, No, and Default.
Order Address This field displays the order address setting. Valid values are one of the following: Yes, No, and Default.
Address Line 1 This field displays the address and other address information other than the city, state/province, country, or postal code.
Address Line 2 This field displays the address and other address information other than the city, state/province, country, or postal code.
Address Line 3 This field displays the address and other address information other than the city, state/province, country, or postal code.
City This field displays the city or postal code.
State/Province This field displays the state or province.
Postal Code This field displays the postal code associated with the city, state/province, and country.
Country This field displays the country code.
Phone Number This field displays the phone number for the address entered.
Fax Number This field displays the fax number for the address entered.
Other Number This field displays the other phone number, such as cell phone number.
Email Address This field displays the contact person's email address.
Congressional District Code This field displays the Congressional District Code for the address location of the vendor.
Sales/Use Tax Code This field displays the description of the Sales/Use Tax Code.
UEI Number This field displays the Unique Entity Identifier (UEI) number of the vendor that is generated in the System for Award Management (SAM.gov).
CAGE Code This field displays the Commercial and Government Entity (CAGE) code of the vendor.

Subtasks

Subtask Description
Vendor Employees Click this link to open the Vendor Employees subtask to assign a vendor's employees identification numbers for billing and payment purposes.
Vendor Classification Click this link to open the Vendor Classification subtask to view information about the legal classifications of your vendors.
Currencies Click this link to open the Currencies subtask to set up defaults, by vendor, for use in Multicurrency.
Bonds Click this link to open the information regarding subcontractor bonds.
Insurance Click this link to open the Credit Card Info subtask.
Lien Click this link to open the information regarding subcontractor liens.
Addresses Click this link to open the Addresses subtask.
VAT Info Click this link to open the VAT Info subtask.
CIS Info Click this link to open the CIS Info subtask.
Action History Click this link to display the changes made to the vendor record and the communication history between the Accounts Payable administrator and the Supplier Portal user.