The following process outlines the setup required to successfully add a vendor and their rates to active services and service proposals. In order for the Vendor fields to display, both the selected Reason Code and Service Code must have vendor settings enabled.
Permissions
The following setup permissions are required for successful vendor setup:
| Permission ID | Permission Name |
| 23 | Setup \ Account |
| 118 | Setup \ Services |
Reason Code Setup
Pathway: Setup > System > Reason Code
The following setup is required to display vendor fields in the add/edit service screens for active services and proposals based on the reason code if:
Service Code Setup
Pathway: Setup > Services > Service Code Setup
The following setup is required to display vendor fields in the add/edit service screens for active services and proposals based on the service code if:
Vendor Account Setup
Pathway: Setup > Accounts > Account Class
The following setup applies to creating a vendor account. Once a vendor account is created, it can be searched and applied when adding or updating a service.
Add/Edit Service (Active and Proposal)
When all setup is complete, and both the selected reason code and service code have vendor enabled, Vendor, Vendor Lookup and Vendor Rate fields are displayed on the Add / Edit Service screens.
Enable 'Vendor Rate' for a Service Charge
Pathway: Setup > Services > Charge Code
In the Service Charges section of the add/edit service screen, a 'Vendor Rate' field is displayed and can be edited if the following setup exists:
