Vendors Task Type Tab - WebTMA 7

When a Vendor record applies to a Contractor, use the Task Type Tab to add any Tasks that apply to work performed by the Contractor.

All Tasks are eligible for assignment on the Vendors / Task Type Tab. Depending on the policies of your organization, Contractors can also work without an assigned Contract. If this is true, the Tasks listed on the Organization > Contract / Task Types window have no effect for the Contractor defined on this record.

How to Add Vendors Task Types

In Add or Edit mode:

  1. Select the Add Task Type link at the top of the grid to open the Task Type Entry flyout.
  2. Mark the check boxes of the Tasks this Contractor can perform.
  3. Choose the Add Selected button on the Task Type Entry flyout.
  4. Select Save on the WebTMA toolbar.


Want to Learn More?

Visit the WebTMA Help Page


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