Add Vendor Credentials |
|||
Subject: | ||||||||||||||||||||||||||
Add Vendor Credentials | ||||||||||||||||||||||||||
Narrative: | ||||||||||||||||||||||||||
In RedTeam, you can use Credentials to track any type of insurance, certification, qualification, or requirement you may want to track for any given Entity. This includes your company as the Service Provider, credentials for employees, and even Customers, but most commonly, for your Vendors (subcontractors and material providers).
RedTeam allows you to configure Commitments (subcontracts, Purchase Orders, Labor Service Agreements, etc.) to automatically check the status of Credentials assigned to the Vendor to whom you want to issue a Commitment. By configuring this, RedTeam will also automatically check the status of the Credentials again upon approving an Invoice from that Vendor for payment.
You can create as many types of credentials as you want from the Configuration menu. If you do not have access to the Configuration section, please contact your system administrator.
Once the Credential type has been created, you can assign it to a Vendor. Do this by locating the Vendor in the Vendors menu. You can search by name, use the Sort options (next to Menu button), or expand the Types to display Vendors.
|
||||||||||||||||||||||||||
Path: | ||||||||||||||||||||||||||
Companies Menu| Vendors menu | <Vendor> | Credentials tab | ||||||||||||||||||||||||||
Steps: | ||||||||||||||||||||||||||
|
||||||||||||||||||||||||||
Updated: | ||||||||||||||||||||||||||
Transaction Last Updated 02/03/2021 @ 12:18 | ||||||||||||||||||||||||||