This report lists vendors that match filtered criteria.
Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report.
Filters
- Location – the vendor’s city or state. You can enter a specific state code or ZIP code (e.g., NY or 96666) or use the mask after the city (e.g., Portland%).
- CSI – the CSI code associated with the vendor, through its Contact Details. You can enter a specific code or use the % mask for multiple codes.
- Rating – the rating associated with the vendor, as established in the Vendor document. You can enter an exact number to set the minimum rating desired.
- For Projects – whether or not to include only vendors that are Project Purchasing.
- Range – the date range indicating when Commitments for the vendor were created. You can unselect the checkbox for all dates or enter specific start and end dates.
- Used – the number of times the vendor has already been used. You can enter an exact number to set the minimum times used desired.
- Largest Job – the largest dollar amount for a job done by the vendor. You can enter an exact number to set the minimum amount desired.
- Vendor Type – the vendor’s subtype, as established on the Vendor document. You can select a vendor type from the drop-down or keep the (any) default.
- Source – the vendor source, from the Source code set. You can select a source from the drop-down or keep the (any) default.
- Region – the region associated with the vendor’s Company Detail. You can select a region from the drop-down or keep the (any) default.
- Union – the union associated with the vendor’s Company Detail. You can select a union from the drop-down or keep the (any) default.
- Minority – the minority classification associated with the vendor’s Company Detail. You can select a minority from the drop-down or keep the (any) default.
- Sort By – how to sort the report. You can select Company, Contract Value or CCO %.
Columns
- Subcontractor – the name of the vendor and the vendor’s City, State, ZIP code.
- Contact Email/Phone – the vendor’s email address and telephone number.
- Subtype Source – a) the vendor’s subtype and b) the vendor’s source.
- Vendor ID – a) the Vendor’s ID and b) the CSI code and short description associated with the vendor.
- Rating – the vendor’s rating.
- In Compl. – if the vendor is in compliance ().
- Contracts: Total – the total dollar amount of the vendor’s contracts.
- Contracts: # – the number of contracts with the vendor.
- Contracts: Largest – the largest dollar amount contract with the vendor.
- %CCO – the percentage of current Commitment values attributable to CCOs for the vendor.
Last updated: October 19, 2016 at 10:14 am;