How to edit a vendor record

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

From the main menu, select Plan > Vendor.

Select the vendor record you want to edit.

Click the name of the selected record to display it.

By default, the vendor record is displayed with the General tab selected. Click the tab you want to edit or view.

Tab	Description
General	Displays general information about the current record. For more information about the General tab, see General tab.
Workflow	Displays the workflow metaphase and phase for the current record. For more information about workflow, see Vendor workflow.
Related contracts	Displays the details of the contracts with the vendor, including the type of contract, the phase of the contract, and the expiry date of the contract. The number of active contracts with the vendor is displayed on the tab in parentheses. For more information about contracts, see Contract Management.
Managed customer	The Managed customer tab appears only if you are working in a multi-tenant (MT) environment on the provider tenant. Displays the details of the managed customer's tenant and users who have access to the managed customer's records. For details, see Managed customer tab.
Discussions	Displays any relevant conversations about the current record. For more information about discussions, see Discussions.
History	Displays changes to the selected record. For more information about history, see History.

Click Save icon Save on the toolbar.

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.

General tab

This tab includes the following sections:

Section	Description
Company details	Name	The name of the vendor.
DUNS number	The company's unique identification number—provided by the company.
Code	The Service Management identification code for the vendor. If this company is a managed customer in an MT environment, this code must be 3 characters consisting of uppercase letters or numbers (for example ABC) and is appended to the beginning of each request and incident record ID when viewed in the MT Console grid.
Company type	The type of company. If this company is a managed customer in an MT environment, the Company type must be Customer.
Logo	The company logo. Click Upload image to upload the logo image.
Caution note	Cautionary notes about the vendor. This field is mandatory when the vendor is in the Caution phase. Available: When the vendor is in the Caution or Inactive phases.
To display more details, click Show more.
Description	A description about the company; for example, your relationship, services provided, and so on.
Web site	The URL for the company's official Web site.
Phone	The company's telephone number.
Email	The company's main email address.
Fax	The company's fax number.
Contacts	Contact your tenant administrator to enter the vendor contacts into the system, selecting the vendor's name in the Company field. These contacts automatically appear under the vendor's Contacts section.
Brands	Brands for this vendor. For more information, see Brands.
Sites	Contact your tenant administrator to enter the sites into the system in the Locations module. To select one of the sites as the company's headquarters, select the site and click Set as Headquarters . To remove the Headquarters tag from a site marked Headquarters, select the site and click Remove Headquarters .

Section

Description

Company details

Name

The name of the vendor.

DUNS number

The company's unique identification number—provided by the company.

Code

The Service Management identification code for the vendor.

If this company is a managed customer in an MT environment, this code must be 3 characters consisting of uppercase letters or numbers (for example ABC) and is appended to the beginning of each request and incident record ID when viewed in the MT Console grid.

Company type

The type of company.

If this company is a managed customer in an MT environment, the Company type must be Customer.

Logo

The company logo. Click Upload image to upload the logo image.

Caution note

Cautionary notes about the vendor. This field is mandatory when the vendor is in the Caution phase.

Available: When the vendor is in the Caution or Inactive phases.

To display more details, click Show more.

Description

A description about the company; for example, your relationship, services provided, and so on.

Web site

The URL for the company's official Web site.

Phone

The company's telephone number.

Email

The company's main email address.

Fax

The company's fax number.

Contacts

Contact your tenant administrator to enter the vendor contacts into the system, selecting the vendor's name in the Company field. These contacts automatically appear under the vendor's Contacts section.

Brands

Brands for this vendor. For more information, see Brands.

Sites

Contact your tenant administrator to enter the sites into the system in the Locations module.

To select one of the sites as the company's headquarters, select the site and click Set as Headquarters .
To remove the Headquarters tag from a site marked Headquarters, select the site and click Remove Headquarters .

Managed customer tab

The Managed customer tab appears only in shared service environments when the tenant is a provider tenant.

Section	Description
Managed tenant details	Managed customer	The selected check box indicates that this company is a managed customer.
Code	The company's unique identification number. A three character alphanumeric, uppercase code used to identify the customer. This code appears in the MT Console as the prefix to all incidents and requests belonging to this customer. It is synchronized from Suite Administration.
Customer tenant	A drop-down list of tenants that have been identified as your managed customers. Select one of the Tenant IDs as the managed customer. A tenant can be selected only for a single company at a given time.
Customer tenant URL	The value of this field is automatically populated by the URL for the customer selected as a Tenant. It can be edited if necessary.
Users with access	Displays MT agents details for this managed customer. This section appears only for shared service admin users.
	Filter users already added to those users with access to this managed customer's data.

Section

Description

Managed tenant details

Managed customer

The selected check box indicates that this company is a managed customer.

Code

The company's unique identification number. A three character alphanumeric, uppercase code used to identify the customer. This code appears in the MT Console as the prefix to all incidents and requests belonging to this customer. It is synchronized from Suite Administration.

Customer tenant

A drop-down list of tenants that have been identified as your managed customers. Select one of the Tenant IDs as the managed customer. A tenant can be selected only for a single company at a given time.

Customer tenant URL

The value of this field is automatically populated by the URL for the customer selected as a Tenant. It can be edited if necessary.

Users with access

Displays MT agents details for this managed customer. This section appears only for shared service admin users.

Filter users already added to those users with access to this managed customer's data.