Vendor Prequalification

Vendor Prequalification records allow you to perform and record due diligence tasks before approving a vendor as a PMWeb company. Prequalification records can be created in the Vendor Prequalification page or can be generated from submitted online applications. See Designer for information about designing the vendor application form. Vendor Prequalification can be routed for approval using PMWeb Visual Workflow and, when approved, be used to automatically generate a new record in Portfolio/Lists/Companies.

Vendor Prequalification Header Toolbar

Top

Vendor Prequalification Header Fields

Top

Vendor Prequalification Details Tab

Top

Company Tabs

These tabs duplicate the tabs in the Companies record. Data on the tabs here will be copied into the new company if you use the Create Company button in the Vendor Prequalification Header Toolbar.

Top

Applications Tab

This tab displays a read only list of all of the applications linked to the applicant's account (the Account # field in the Vendor Prequalification Header Fields).

Top