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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
1

Vendor Prequalification Header Toolbar

1. Vendor Prequalification Header Toolbar
2

Vendor Prequalification Header Fields

2. Vendor Prequalification Header Fields
3

Vendor Prequalification Details Tab

3. Vendor Prequalification Details Tab
4

Company Tabs

4. 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.
5

Applications Tab

5. 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).
6

Scoring Tab

6. Scoring Tab
7

Ratings Tab

7. Ratings Tab
8

Notes Tab

8. Notes Tab
9

Attachments Tab

9. Attachments Tab
10

Collaborate Tab

10. Collaborate Tab