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 Vendor Prequal 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.
Create Company Button - If the application is not already linked to a PMWeb company record and Status is "Approved", this button appears. Click it to open a confirmation dialog.
Main, Addresses, Departments, Contacts, and Insurance 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 Header Toolbar.
Applications Tab - This tab displays a read only list of all of the applications linked to the applicant's account.
Prequalification ID Field - Required. An alphanumeric ID for the record. If the record is created from a vendor application, this field is read only and matches the application ID.
Company ID Field - An alphanumeric ID for the company record linked to the Vendor Prequalification record.
PMWeb Account ID Field - The account ID and name of the applicant from their account.
PMWeb Company Field - If the Vendor Prequalification record is linked to a Portfolio/Lists/Companies record the name of the company appears here. Click the field label to navigate to the company record.
Prequalification Starts and Prequalification Ends Fields - Date Field
Primary Address Section - Read only. One address on the Addresses tab can be designated as the primary one. Data from the primary address displays here.
