Purpose & Scope:
CSI Codes can be used to group your vendors by specialty. Later when you create a new Commitment/Subcontract document, you can use the CSI filter in the Vendor lookup to find appropriate Vendors. In addition, the Project Vendor report includes this filter.
Step 1: Build your CSI code list
Step 2: Assign one or more CSI codes to each Vendor
Step 3: Use the CSI filter in lookups
KBA-01282; Last updated: October 7, 2016 at 9:39 am;