Customer/Vendor/Employee Information
Use screens in the Customer/Vendor/Employee Information application group to set up, maintain information for, and approve prospective vendors and prospective customers.
You can also use this application group to view information about employees and opportunities and contracts linked to these employees.
- Related Topics:
- Manage Contract Management Customer Info
Use this screen to enter and maintain information for prospective customers that may be associated with your opportunities. - Approve Prospective Customers
Use this screen to approve prospective customers before they can be selected as a customer on a project, contract, or subcontract, or be used in invoices. - Manage Contract Management Vendor Info
Use this screen to set up prospective vendors that can be linked to opportunities. - Approve Prospective Vendors
Use this screen to approve prospective vendors before they can be used in vouchers and cash disbursements. - Manage Contract Management Employee Info
Use this screen to view information about your employees so you can determine the employees that have the training, skills, and security details necessary to work on potential contracts and opportunities.
Parent Topic: Resources