Vendor Classifications

To add new classification to be used in the Vendors app, complete the following steps:

1. Navigate to the Vendor Management > Classifications sub-application. It does not matter which domain you are in when the classifications are created. All classifications are available to all projects and partitions.

2. Select New from the action bar.

3. Complete the following fields:

   Field Name	Description
   Jurisdiction	Select the appropriate jurisdiction from the list. Jurisdictions are set up in the Locations app. Refer to Set up Jurisdictions.
   Type	Select the appropriate Classification Type. This field is required and determines where this classification appears on the Vendor record. The following Classification Types appear in the following areas: License - Licenses section of the vendor record Service - Services section of the vendor record Specialty Experience - Industry Experience - If necessary, the list of Classification Types can be managed in the Lookups tab of the Configuration app for Vendor Classifications .
   Code	If applicable, enter the code associated with this classification.
   Name	Enter the name of this classification. Name is required.

4. Click Save when you are done.

Classification records can be imported using the standard import process in the application.

To complete an import, you will first need to do an export to obtain the properly formatted Excel workbook. Enter the data according to the instructions on the first sheet of the exported workbook. Consider entering at least one record to make it easier to understand how the data is organized in the Excel workbook when you complete the export. For more information, refer to Importing records.

1. Ensure that you are in the correct project or partition.

2. Navigate to the Vendor Management > Classifications application.

3. Select More > Export from the action bar.

4. Save the resulting excel file in an accessible location.

5. Open the Excel file and enter the location information according to the information on the first sheet of the workbook.

6. Save the Excel file.

7. Select More > Import from the action bar of the Classificationsapplication and select the saved file.

8. Click Import. Select Close when the import is complete.

To delete a record, right-click on it from the log view and select Delete, or open the record and click the delete icon in the action bar.

If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Using the Recycle Bin.

Jurisdictions are used in the Vendor Management suite of applications to reference the state or other municipality where your vendors do business. Jurisdictions are related to the certifications, classifications, insurances and bonds that you track for your vendors.

Jurisdictions are entered in the Locations app, with the Type set to "Region" or "Municipality". Location records of both types will appear together in the selection list for the Jurisdiction field where it appears in the Vendor Management apps. By default, records with a type of "Municipality" can track address fields, while those with a type of "Region" do not.

For more information on creating location records, refer to Setting up locations.

Important The location record must have a type of Region or Municipality to be available in the Jurisdiction field in the Vendor Management apps.

Note Set up the Jurisdiction locations at the root domain level to ensure that they are available to all partitions and projects, unless you have a specific reason for doing otherwise.

The License Type field appears in the Licenses section on vendor records. It can be used to identify the issuing agency for the license. By default, it is not a required field.

While the remaining lookup fields in the Licenses section are configured in the Classifications sub-app, the License Type field is configured in the Vendors sub-app. To set up a list of license types for the Vendors sub-app, complete the following steps:

1. Ensure that you are in the root domain. The Vendors sub-app can only be configured from the root domain.

2. Right-click on the Vendor Management app in the launch bar and select Configure, or open the Configuration app and select Vendors on the Applications tab.

3. Navigate to the Lookups tab. Select License Type and Override.

4. Enter an License Type name and select Add to add it to the list.

5. Once added to the list, use the arrow icons to change the order of an item in the list, the edit icon to modify and item and the delete icon to remove it.

6. Click Save when you are done.

Your domain administrator or another user with the appropriate permissions can configure the app in the Configuration application.

Important When working in the Configuration app, it is important to review the header and ensure that you are working at the correct level in the hierarchy, either the root domain or at a partition or project level.

Settings that you establish at the root domain or lower levels will inherit down the hierarchy until they are overridden. For more information on the hierarchical structure of Kahua, refer to Understanding the hierarchical structure of Kahua.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information about the Configuration app, including how to set up an approval workflow, refer to Configuration app.

For general information on configuring this app in Configuration, refer to Application configuration.