Asset/CI Vendors

This how-to article will help admins and technicians to create and manage Vendors using the Assets/CIs application. The user must have the Create and modify vendors of assets permission in their Asset/CI application security role.

Overview

In an Assets/CIs Application, a vendor refers to the name of a company that supplies goods or services to your organization. A vendor can be a manufacturer, supplier, or a contract provider. Examples include the company from which your organization purchases employee desktops, such as Apple or Dell, or the company that your organization uses for shipping, such as FedEx or UPS.

Creating Vendors

To create a vendor:

  1. In TDNext, open an Assets/CI Application.
  2. On the right hand pane, select Vendors.
  3. Click the +New button and select Vendor from the dropdown.
  4. Fill in the required and optional fields in the Vendor window.
  5. Click the Active checkbox.
  6. Click the Save button.

Editing Vendors

To edit a vendor:

  1. In TDNext, open an Assets/CI Application.
  2. On the right hand pane, select Vendors.
  3. Click the Name link of the vendor you’d like to edit.
  4. In the Vendor Detail window, click the Edit button.
  5. Change the required and optional details as desired.
  6. Click the Save button.

Deleting Vendors

Vendors need to be deleted one-by-one.

To delete a vendor:

  1. In TDAdmin, go to Applications > Assets/CI Application > Vendors.
  2. In the Vendor column, click the Name link of the vendor you’d like to delete.
  3. In the Vendor Detail window, click the Delete button.
  4. In the window that opens, click OK.

Details

Article ID: 138232
Created
Thu 9/30/21 3:15 PM
Modified
Thu 10/7/21 10:07 AM