Maintaining Vendor General Information

The Vendor General Summary component contains information about a reference vendor that is used in all business areas in the system.

To access the Vendor General Summary, locate the appropriate row on the Vendor Overview and click the Vendor link or choose General from the row Actions menu.

The Vendor General Summary contains the following tabs:

General	Access general information for the vendor. See On the General tab, below.
Work Capacity	Access information related to how much work the vendor is capable of performing. See Maintaining Vendor Work Capacity.
Addresses	Access a list of addresses for the vendor. See Maintaining Vendor Addresses.
Officers	Access a list of officers for the vendor. See Maintaining Vendor Officers.
Affiliates	Access a list of affiliations recorded for the vendor. See Maintaining Vendor Affiliates.
Insurance	Access insurance information for the vendor. See Maintaining Vendor Insurance.
Security Accounts	Access security accounts for the vendor. See Maintaining Vendor Security Accounts.
Work Classifications	Access a list of work classifications for the vendor. See Maintaining Vendor Work Classifications.
Agency Views	Access a list of agency views for the vendor. See Maintaining Vendor Associations with Agency Views.

On the General tab:

You can view or change information in these fields:

Click in a field to add, change, or delete information as needed. Click the Save button when you are finished.

Note: If you are maintaining information that was imported from PES/LAS, you will not be able to change all of the information listed in this component.

Quick Links

Quick links are displayed in blue text below the Menu Bar and above the webpage title. These links allow you to quickly jump to application pages related to the current page.

Overview - See Maintaining Vendor Information.
Asset - See Maintaining Vendor Assets.
DBE - See Maintaining Vendor DBE Information.
Labor - See Maintaining Vendor Labor Information.

The component Actions menu has the following functions:

Actions

Select Add New to add a new reference vendor. See Adding a Reference Vendor.

Views

Select Attachments to manage attachments for a vendor. The system takes you to the Attachments Overview component. See Working with Attachments.

Select Issues to manage tracked issues for a vendor. The system takes you to the Tracked Issue Overview component. See Maintaining Tracked Issue Information.

Select Links to manage links for a vendor. The system takes you to the Links Overview component. See Working with Links.

If your agency has associated agency views, they will display in this section, alphabetically. Select an agency view to go to the Agency View Summary component. You can modify data in agency views with an Active association, and view data in Inactive agency views where data exists.

Reports

If the system includes reports for this component, they will display in this section, alphabetically. Select the report you want to run. See Working with Reports.

Click the Save button when you are finished.