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Vendor Prequal Designer

 
Using Vendor Prequal is easy and efficient. You design and publish your approval application in a few quick steps. Our designer focuses on information you want to gather for your vendors. You do not have to spend a significant amount of time designing form layouts. You simply select what sections you want to include and add any custom specifications or tables.
 

Custom Specifications

Specifications are user-defined data groups that let you track any metadata that you wish to store with applications. You can organize your specifications in tabs to make data entry easier for your applicants.
 

Custom Tables

Vendor Prequal Approver takes into account the fact that you must sometimes include in your applications a way for vendors to supply tables of information. Innovative features within Vendor Prequal Designer give you a lot of flexibility to create custom tables. You can define tables with:
 
 
Custom Tables in Vendor Prequal introduce the concept of field locking. You can lock table fields for two purposes:
 
To add fixed text next to user input fields with locked fields you can make use of PMWeb lists, both system and custom. The following data types are available for user input fields:
 
 
The Currency data type adds the default currency to the numeric value entered by the user. The Date data type allows for date input in most recognizable formats and converts the date to a standard format. The List allows you to use a PMWeb list.
 

Example of Custom Table with Fixed Rows

You can add custom tables to your application with a fixed number of rows if you wish. For example, your application might require that a vendor supply three references. You can design a custom table with three fixed lines - Reference 1, 2, and 3 as shown in this screenshot:
 
 
In this example, Description is a "locked" column - there will always be just three lines in the table, with the three locked values in them.
 
Vendor Prequal Designer
1

SECTIONS TABLE

1. SECTIONS TABLE
2

CUSTOM FIELDS TABLE

2. CUSTOM FIELDS TABLE
 
This table displays all of the Specifications associated with the Company record type.
 
  •  Display Checkbox - Check the box if you wish to display the specification group as a tab in the Custom Fields section of the application page.
  • Spec Group Field - Read only. The name of the specification group.
3

CUSTOM TABLES SECTION

3. CUSTOM TABLES SECTION
 
Use this section to create and edit custom tables to display in the application page.
 
4

LINKS TABLE

4. LINKS TABLE
 
Use this section to define an unlimited number of external hyperlinks to show on the application page.
 
  • Display Checkbox - If this box is checked, the line will appear in Section Options.
  • Hyperlink Description field - The text entered here appears as the section label in the application page.
  • Hyperlink Field - Enter the exact hyperlink here.