Maintaining Vendor Officers

Officers are persons who are authorized to sign for a contractor or hold some office of authority in the vendor’s company. The Officers tab on the Reference Vendor General Summary contains a list of all the current officers for the selected vendor.

The Officers tab on the Vendor General Summary component contains an accordion list of all the recorded officers for the vendor. Officers that hold more than one title will have more than one row in the list. Each row displays the officer's name, title and an Actions button.

To maintain an officer, click anywhere in the row to expand the row and display all the available information. You can add and change information in these fields:

Note: If the vendor information was imported from PES/LAS, you will not be able to change some of the fields listed above.

Click in a field and add, change or delete information as needed.

To delete a vendor officer, select Delete from the Actions menu on the officer's row.

To add a new officer for this vendor, click the New button. The system adds a new row at the bottom of the list. All fields in the new row are blank. To create a new officer, you must enter information in the Officer Name field. For more information, see Adding a Vendor Officer.

If you enter multiple rows for an officer that holds more than one title, select the Primary Title check box on the row that contains the highest rank or most important title. Only one title per officer can be designated as the primary title.

Note: When vendor information is exported to other applications, the export includes only those vendor officer rows that contain the primary title.

When you have finished maintaining vendor officers, click the Save button to apply your changes to the system (including deleted information). The system displays a message to confirm that your changes were saved in the database.