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Function documentationProject Suppliers Locate this document in the navigation structure

 

On the Suppliers page, you can choose suppliers to be involved in one or more of the project's sourcing events. This page is for your reference only. Suppliers cannot view a project or its contents.

The Suppliers page appears only if enabled in the project type.

Activities

Adding a Project Supplier

The Suppliers page appears only if enabled in the project type.

To add a project supplier:

  1. On the Suppliers page, choose Add.

  2. In the dialog box, select a supplier and contact name.

  3. Choose OK.

  4. Save your entries.

Creating a Supplier Record in a Project

When you create a supplier record, it is stored in the Suppliers module, where you can add further details as needed.

To create a supplier record:

  1. On the Suppliers page, choose Add Contact.

  2. In the dialog box, choose Create.

  3. In the dialog box, enter supplier information and choose OK.

  4. Save your entries.