Maintain Service Providers 

Use

A service provider can be a person, group, contractor or organization whose work supplies a business need for an enterprise. You maintain service providers within the system in order to make them available for scheduling.

 

Features

From the Service Providers page, you can:

●     Search for service providers using a one-time search or choose to save your queries so that they appear within the drop down list under the Show field

●     Filter on the service provider list to limit the service providers based on your criteria

When you choose the service provider hyperlink you view the details for the service provider.

 

Activities

From the Service Providers page you:

●     Determine the information shown in the page by choosing Goto and selecting:

¡        List to view all service providers that meet your search and filter selections

¡        Details to view specific information on the selected service provider

¡        Summary

¡        Fact Sheet

●     Create a new service provider record within the system by choosing New and selecting:

¡        Person

¡        Organization

¡        Group

from the drop down list to define the type of service provider.

●     Keep or remove the selected service providers from the list of favorites.

●     Select and display service providers

When you choose Show Advanced Search, you have the ability to locate service providers or business partners based on the following general categories:

●     Name

●     Postal Data

●     Contact Person

●     Employee

When you are displaying service provider details, you have access to the following tabs:

Tab	Enter and Maintain the Following Information
General Information	High level details about the service provider, including standard address, communication preferences, and contacts.
Address	Location and communication details based on usage type.
Service Arrangement	Resource details for the service provider that the system uses to identify matches for demands. For more information, see Service Arrangement for Service Providers.
Relationships	Other relationships that exist between the service provider and the enterprise.
Attachments	Enter and manage documents.
Notes	Enter and manage accounting or correspondence notes.

Archiving

You can archive business partners used within the resource planning application if the WFD Server resource object has already archived. However, a business partner cannot be archived if there are any WFD Service Arrangements assigned. A function module checks for this and is part of the business partner archiving customizing.

In order to archive business partners used for resource planning:

·        Archive or delete the resource object(s) at the WFD Server.

·        Run the report WFDBP_ATS_DELETE to delete all WFD Service Arrangements for selected business partners. The report automatically deletes WFD data (resources and assignments) before deleting the WFD Service Arrangement.