Contacts

From the Contacts section you can view and edit contact details of the vendor. You can update new contact details of the vendor. You can select the Current Contact, Past contacts, and All Contacts from the Show Contacts drop-down list.

By default, only current contact is listed. When the end date is less than the current date on a contact record, it shows as a past contact. An End Date helps to separate the past contacts and current contacts.

If there are contacts that you do not want display on the contact data grid, but keep these contacts as a historical data, edit the contact and add an End Date as a past date. Hence, you can keep records of these contacts.

Tip

To view the Contacts section, click the Contacts link.

To add an End Date

Search and view a vendor that you want to edit.
In the Standard Specification > Contacts section of the Master tab, select the Current Contact, Past contacts, and All Contacts from the Show drop-down.
In the Actions menu of the Vendors tab, search for and view the appropriate vendor.
In the Standard Specifications panel of the Master tab, click the Edit link next to the contact record.
Use the calendar to select an End Date.
Click one of the following:

Save to save the information and close the window.
Save & New to save the information and add additional information.
Cancel to disregard any changes and close the window.

Adding Vendor Contact

To add a vendor contact

Search and view a vendor that you want to edit.
In the Standard Specification > Contacts section of the Master tab, click Add New Contact.
Note: You cannot have more than one vendor contact with the same First and Last name.
In the Add New Contact dialog box, do the following:

a. In the First Name box, type the first name of the vendor.

b. In the Last Name box, type the last name of the vendor.

c. In the Primary Phone Number box, type phone number of the vendor with the extension number.

d. In the Contact's Roles section, select the role of the vendor from the Available Roles list and click Add.

Note:

Optionally, you can do the following:

· In the Email box, type the email ID of the vendor.

· In the Fax box, type the fax number of the vendor.

· In the Alternate Phone Number box, type alternate phone number of the vendor with the extension number.

· In the Start Date box, select the date when you created a vendor contact.

· In the End Date box, select the date when you stop to use vendor contact as a current contact.

Click one of the following.

Save to save the information and close the window.
Save & New to save the information and add additional information.
Cancel to disregard any changes and close the window.

Note: You cannot have more than one vendor contact with the same First and Last name.

Editing a Vendor Contact

To edit a vendor contact

Search and view a vendor that you want to edit.
In the Standard Specification > Contacts section of the Master tab, select the Current Contact, Past contacts, and All Contacts from the Show drop-down.
In the contact grid, in the Actions column, click the Edit link next to the contact that you want to edit.
In the Edit Contacts dialog box, make the required changes.

Note: You cannot have more than one vendor contact with the same First and Last name.

Click one of the following.

Save to save the information and close the window.
Cancel to disregard any changes and close the window.

Deleting a Vendor Contact

To delete a vendor contact

Search and view a vendor that you want to edit.
In the Standard Specification > Contacts section of the Master tab, select the Current Contact, Past contacts, and All Contacts from the Show drop-down.
In the Edit Contact dialog box, click the Delete link.
In the next dialog box, click one of the following:

Click Yes, Delete Contact from Vendor to delete the contact.
Click Add End Date to provide an end date for the contact, which will retain all historical data but make the contact inactive after the end date provided.
Cancel to disregard any changes and close the window.