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 CodeType a three-digit user-defined category code.
DescriptionType a user-defined category code description. The field can be a maximum of 30 alphanumeric characters.
Bid CategorySelect to identify the category code as an active bid category.
Begin DateType the beginning effective date for the bid. The field is optional.
End DateType the ending effective date for the bid. The field is optional.
HUBSelect 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
PrintClick to print data. Review the report.
Trashcan Icon

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.
Click Cancel to return to the Vendor Categories page.