Vendors - Primary Information |
The Primary Information screen for vendors enables you to display and define information about each of an organization’s vendors.
Vendors provide one or more of the following services:
Equipment, via sale or lease
Warranty repair services for equipment or equipment components
Equipment repair and preventive maintenance (PM) that the organization’s shops are not equipped or staffed to perform internally (commercial or sublet work)
Parts, for inventory or direct use on work orders
Warranty repair services on parts
Repair and rebuild services for parts that fail while in service on equipment units
Fuel and fluid via bulk delivery to the organization’s tanks
All repair and PM work that specifies an outside shop is attributed to a valid vendor. Totals of the amount of work performed by each vendor is maintained for the current month, year to date, last full year, and life. The total number of parts and quantity of fuel that you ordered from each vendor and entered into the parts or fuel inventories is also tracked.
To learn more about each tab's functions and fields, click the applicable hyperlink.
The organization’s vendors.
Goods and services that the vendors provide (e.g., parts, equipment, equipment repair).
Information needed to make purchases from the organization’s vendors.
Information about contacts at each vendor.
Locations to which the vendor supplies commercial work.
Identify store locations and track purchases and receipts by store location.
Notes regarding the vendor.
Associate attributes with a vendor.
Associate the vendor with Vendor Types.
Setup options for the vendor that apply to the Outsourced Maintenance workflows.