Creating vendors

Use the following procedure to create vendors.

To create a vendor

1. In the Vendors window or the Vendor Details window, click New.
   
   
   

2. From the New Vendor window, type the required information and any additional information you have available.
   Refer to the following table for more information.

   Field Name	Description	Type	Sample Values
   Name	Identifies the vendor.	Required
   Description	Stores descriptive information about this vendor.	Optional
   Vendor Number	Provides a field to map this vendor to another database, for example, an ERP system.	Optional
   Parent Vendor	Establishes a relationship between this vendor and the parent vendor you select.	Optional
   Types	Identifies the categories of products and/or services provided by this vendor.	Optional	Database Servers Telco
   IT Functions	Identifies the IT functions associated with this vendor.	Optional	Application Data Center Desktop Network
   Status	Identifies the status of business with this vendor.	Optional	Evaluation Production
   Risk	Tracks the overall risk this vendor presents to your organization.
   Criticality	Tracks the overall strategic value of the vendor to your company.
   Certification	Tracks particular certification requirements that may exist for this vendor based on services provided, or the type of confidential data handled.
   Compliance	Tracks any compliance initiatives, such as HIPAA or Sarbanes-Oxley that govern this vendor's audit requirements.
   NPPI Risk	Tracks whether the vendor has access to confidential personal information such as NPPI (Non-public personal information) or PII (personally identifying information).
   Preferred Vendor	Tracks whether a vendor is a preferred vendor.
   URL	Identifies the URL for this vendor.	Optional
   Vendor Owners	Identifies individuals who are in some way accountable for this vendor relationship. The system identifies you as the owner unless you change the selection.	Optional
   Manufactured Assets	Establishes a relationship between this vendor and each asset you select.	Optional
   Supplied Assets	Establishes a relationship between this vendor and each asset you select.	Optional
   IT Services	Establishes a relationship between this vendor and each IT service you select.	Optional
   Contractors	Identifies the contractors that are provided by this vendor.	Optional
   Business Processes	Establishes a relationship between this vendor and each business process you select.	Optional
   Access Restrictions	Specifies the groups that can access this information.
   Ownership Type	Identifies the ownership type of this vendor.	Optional	Individual/Sole Proprietorship Partnership Corporation
   U.S. Citizenship	Identifies the percentage owned by U.S. citizens.	Optional
   Business Classifications	Identifies the business classification of this vendor: Minority-owned Business Enterprise (MBE) MBE Ethnicity Women-owned Business Enterprise (WBE) Disabled Veteran Business Enterprise (DIS) Veteran-owned Business Enterprise (VET) Service-Disabled Veteran-owned Business Enterprise (SDV) Historically Under-Utilized Business Zone (HUBZone) Small Business Enterprise (SBE) Large Business Enterprise (LBE) SBA-Certified Small Disadvantaged Business (SDB)	Optional Check Box Selection List Check Box Check Box Check Box Check Box Check Box Check Box Check Box Check Box
   Number of Employees	Stores employee count.	Optional
   Publicly Traded Company	Identifies whether this vendor is publicly traded.	Optional Check Box	Default = not selected
   Stock Symbol	Identifies the stock symbol of this vendor.	Optional

3. To save your information and display a blank New Vendor window to create another vendor, click Save and New.
4. When you have finished creating vendors, click Save and Done.
   The Vendor Details window appears for the last vendor you created.