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finance:tables:vendorcategories
Vendor Categories - FIN2750
Finance > Tables > Vendor Categories
This page is used to establish a list of vendor category codes to be used by the local education agency (LEA). You can use the category codes to group and sort vendors in a manner that meets your LEA's needs. The Maintenance > Vendor Information > Vendor Miscellaneous tab allows you to assign category codes to specific vendors.
Retrieve a vendor category:
| Field | Description |
|---|---|
| Starting Category Code |
Type the beginning category code from which you want to retrieve. Click Retrieve. A list of category codes equal to and greater than the entered starting category code is displayed. |
Add a category code:
❏ Click +Add to add a row.
| Field | Description |
|---|---|
| Category Code | Type a three-digit user-defined category code. |
| Description | Type a user-defined category code description. The field can be a maximum of 30 alphanumeric characters. |
| Bid Category | Select to identify the category code as an active bid category. |
| Begin Date | Type the beginning effective date for the bid. The field is optional. |
| End Date | Type the ending effective date for the bid. The field is optional. |
| HUB | Select to identify the category as a Historically Underutilized Business (e.g., minority, women, etc.). If selected, the category code is available for use in the HUB Code field on the Maintenance > Vendor Information > Vendor Miscellaneous tab. |
❏ Click Save.
Other functions and features:
| Retrieve |
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost. |
|---|---|
| +Add |
Click to add a row to the grid or press ALT+1. Note: When using ALT+1 to add a new row to the grid, you must use the 1 key on the keyboard, not the 1 key on the numeric keypad. |
| Click to print data. Review the report. | |
 |
Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved. You cannot delete a category code that is assigned to a vendor on the Maintenance > Vendor Information > Vendor Miscellaneous tab. Click Save. A message is displayed asking if you want to delete the row.
Click OK to delete the row.
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finance/tables/vendorcategories.txt · Last modified: 2020/11/03 16:03 by emoreno