Link a Contact to a Vendor
When a user is creating a purchase requisition and there is a new vendor, the user can choose to create a contact to temporarily store the vendor information. Afterwards, if an existing vendor is found, the contact can be linked to that vendor.
To link a contact to a vendor
Choose
, enter new vendor requests, and then choose the related link. Alternatively, on the Purchasing Agent role center, under My Tasks, select the New Vendor Requests cue.The New Vendor Requests page opens.
Select the record that you want to link to a vendor, and then on the action bar, choose Link with existing Vendor.
The Vendor Link page opens.
In Vendor No., specify the value of the vendor to which you want to link this contact.
In Current Master Fields, specify which data to use to populate fields if there is different information in the contact card and vendor card.
Choose OK.
A dialog box appears that displays the following informational message:
Contact <contact number> is replaced with Vendor <vendor number><vendor name> on existing purchase documents.
To proceed, choose OK.
A dialog box appears that displays the following text:
Contact has been linked with selected Vendor.
To proceed, choose OK.
See also
New Vendor Requests
Request a New Vendor from a Purchase Requisition
Register New Vendors
Create Contacts
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