Asset/CI Vendors

Summary

This how-to article will help admins and technicians to create and manage Vendors using the Assets/CIs application in TDNext (or TDAdmin for deletion)

Body

This how-to article will help admins and technicians to create and manage Vendors using the Assets/CIs application in Work Management (or TDAdmin for deletion). 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 Work Management, click View Applications.
  2. Click the Assets/CI Application tile.
  3. In the left navigation menu, click Vendors.
  4. In the Vendors toolbar, click + Vendor.
  5. Fill in the required and optional fields in the Vendor window.
  6. Click the Active checkbox.
  7. Click the Save button.

Editing Vendors

To edit a vendor:

  1. In Work Management, click View Applications.
  2. Click the Assets/CI Application tile.
  3. In the left navigation menu, click Vendors.
  4. Click the Name link of the vendor you’d like to edit.
  5. In the Vendor Detail side panel, click Edit.
  6. Change the required and optional details as desired.
  7. 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.