Vendors

Platform Settings - Vendors Page

To view the Vendors Page, head to the Platform Settings Page via links available on the Left Navigation Bar and click on the Vendors Tab (if not already selected).

The Vendors Page allows viewing/modifying field settings for vendors. Vendor Fields Settings govern the degree of importance a field has in vendor creation and validation. Any field of data can have one of four field settings:

1. Require: Fields with the require setting cannot be ignored on entity creation. Providing these fields is a must when creating a new vendor within CloudERM.

2. Validate: Fields with the validate setting are essential for business/organizational processes. While vendors with missing or outdated data on validate fields can be created in CloudERM, these vendors will be rendered invalid, and processes will be restricted for the vendor until valid data is provided.

3. Optional: Fields with the optional setting can be ignored. Vendors with missing/outdated data in these fields have no restrictions on creation and processes.

4. Omit: Fields with omit setting are ignored by the software. These fields are not displayed on the software's UI and any past data in these fields is ignored.

Vendor Fields can only have a default setting, and no custom settings.

To modify a field setting, simply click on the setting and select a new setting from the dropdown menu, then click on the Save Settings button to sync settings with the server.

To delete a custom setting, simply hover over the setting. A small cross button will become visible on hover. Click the button to delete the custom setting.