How to Create a Vendor Record - WebTMA 5

Path: Material > Vendors / Identity Tab

1. Open the Vendors window.
2. Click Add on the WebTMA toolbar.
3. Check the desired categories at the top of the window (Vendor, Manufacturer, etc.)
4. Complete the required fields defined below.
5. Complete elective fields as needed.
6. Click the Repair Center Tab to add at least one repair center.
7. Click Save on the WebTMA toolbar to save.

Use the following required fields to set up a vendor record:

Code – the alpha-numeric code you assign to the vendor/manufacturer/contractor.

Name – the full company name up to 35 characters.

Type – the vendor type established in Organization > Lookups. If no types are shown when you click the down arrow, contact your WebTMA System Administrator.