Vendor Lists

Use Vendor Lists to define which users have access to which vendors.

Add a vendor list

  1. Select Vendors, then Vendor List from the Purchasing & AP menu, and the Vendor Lists window opens.

  2. Click Add Vendor List, and the New Vendor List window opens.

  3. Enter the Name, and click Create. The new list is saved, and the Auto Assign field is displayed.

  4. Click Edit Identifier, if you need to change the Auto Assign value, and the Edit window opens.

  5. Select from Automatically assign this vendor list to new vendors or DO NOT automatically assign this vendor list.

  6. Click Save.

  7. Click on the Users tab, and that window opens.

  8. Click Edit Membership, and the Edit window opens, displaying the list of available users.

  9. Check the boxes for the users you want to have access to this vendor list, and click Save. You're returned to the Users tab with the member login IDs displayed. Example

  10. Click on the Vendors tab, and that window opens.

  11. Click Edit Vendors, and the Edit window opens, displaying the list of available vendors.

  12. Check the boxes for the vendors you want to be part of this vendor list, and click Save. You're returned to the Vendors tab with the vendor IDs displayed. Example

Return to Vendors Overview