Contract Properties / Vendors Tab
The primary signatory to your contract (other than your own enterprise) is recorded in the General tab of these properties (see Contract Properties / General Tab). For those contracts that involve multiple parties, you can record them in this tab, as many of them as are required. You may divide them as required by your enterprise processes, with the typical separation being between secondary signatories, and third-party subcontractors who may not be signatories to the contract but are necessary for its fulfillment.
Every party to the contract must already exist as a vendor record in the system before you can link them to the contract. To create a vendor record, navigate to the All Vendors page (Procurement > Purchases & Vendors > All Vendors and click Create a Vendor).
Use the fly-down search mechanisms to add vendors as parties to this contract in either list as you prefer (see To Use a Fly-Down).
Each of the lists of vendors, whether as parties to this contract or in the search lists, offers the following details (listed here in alphabetical order). Some columns are displayed by default, and others are in the column choosers of the respective lists. Except as noted below, all these values are editable in the General tab of the vendor properties.
| Property | Description |
|---|---|
| City | City for the vendor's key office. |
| Country | The country where the relevant office of the vendor is located. |
| Created by | The account name of the operator who created the vendor record, reflected on the History tab of the vendor properties. This column is blank if the vendor record was created automatically (rather than entered manually). Records may be created automatically through processing a purchase order, or when the ARL links discovered evidence to the vendor's application. |
| Creation date | The date that the record of the vendor was created, reflected on the History tab of the vendor properties. |
| The email address you use to contact the company. | |
| Estimated contract total | The sum (in your preferred currency) of the Global amount values of all contracts linked to this vendor. This does not take account of any Monthly amount figures recorded for any contracts. This approximation gives you a gauge of the importance of this vendor to your enterprise. Not directly editable. |
| Fax | The fax number you recorded for this vendor. |
| Name | The name you assigned to this vendor. |
| Number of contracts | The count of all contracts linked to this vendor. This number may help to indicate the value of this vendor to your enterprise. Not directly editable. |
| Number of POs | The count of purchase orders linked to this vendor (if your purchase orders include multiple line items with separate purchases on each, the total number of purchases will be higher than this figure). This may give some measure of the importance of this vendor to your enterprise. Not directly editable. |
| Phone | The phone number you recorded for this vendor. |
| Postal code | The post code of the street address where the vendor's office is located. |
| State/Province | The state or province where the relevant office is located. |
| Street address | The street address where the vendor's office is located. |
| Updated by | The account name of the operator who last updated this record (as reflected in its History tab). |
| Updated date | The date and time when this record was last updated (as reflected in its History tab). |
| Web | The website you associated with this vendor. |