The Vendors function of the Lookup Tables section on the Datawarehouse tab of the Admin Page is available for Administrators to manage Vendor Codes which are used for Labor and ODC Estimation by Vendor within the Task Estimating module.


Administrators can add, edit and delete Vendors using this function.


Availability

Only users with the Portal Administrator, Task Estimating Administrator or Financials Administrator permission will have access to this function.


Navigation

Admin > Datawarehouse > Lookup Tables > Vendors


Vendor Maintenance Functions

The following functions are available when performing Vendor Maintenance



Properties of a Vendor

A Vendor contains the following editable properties:


  • Vendor Code
  • Vendor Name


The Vendor Code List

The Vendor Code List displays the Vendor Codes that are defined for the iSite License.  The list will display the following information:


  • Vendor Code
  • Vendor Name


How to Use the Vendor Code List

  1. Click on the Vendor Code in the list of the Vendor you would like to edit.
  2. Click the Vendor Code column header to sort records by Vendor Code.
  3. Click the Vendor Name column header to sort records by Vendor Name.


Filtering the Vendor Code List

  1. To narrow the list results, enter a value in the Search box on the Toolbar then click the  icon or press the Enter key.
  2. Click the  icon in the Search box to remove the filter.


Adding a New Vendor

  1. Click the Add New Record button in the toolbar.
  2. Fill in the appropriate information in the Properties section of the page.
  3. Click the Save Record button to create the new record, click the Save and Add Another to create the new record and stay on the screen to add an additional record or click the Cancel button to abort the creation process.


Editing an Existing Vendor

  1. In the Vendor Code List, select the record to be edited by clicking the Vendor Code.
  2. Fill in the appropriate information in the Properties section of the page.
  3. Click the Save Record button to update the record or click the Cancel button to abort the editing process.


Deleting Vendors

Deleting a Vendor is a permanent change and cannot be reversed.  Proceed with caution.


Deleting a Vendor

  1. In the Vendor Code List, select the record to be deleted by clicking the Vendor Code.
  2. Click the Delete This Record... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


Deleting Multiple Vendors

  1. In the Vendor Code List, click the check box next to each record that you want to delete.
  2. Click the Delete Selected Records... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected records or click the Cancel button to abort the deletion process.

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