Vendor Management › Companies › Manage Companies

Manage Companies

You can define, update, and delete company records for key organizations with which you have a business relationship. For example, you can define a company as an IT manufacturer, vendor, escrow agent, maintenance provider, or service provider.

Important! When you delete an object, you can no longer view the audit history for the object. We recommend that instead of deleting the object, you make the object inactive. Then, you can still view the audit history for the object.

Follow these steps:

1. Click Directory, Company.
2. Perform one of the following actions.
3. Define a company.
   1. Click New Company.
   2. Enter the new company information and click Save.

   Note: You can also define a company by copying an existing company, supplying a new name, changing the information, and saving the new company.

4. Update a company.
   1. Search for the list of available companies.
   2. Click the company that you want to update.
   3. Enter the new information for the company and click Save.

   Note: You can also view the details for an object that is related to your company, if the related object has a Browse icon. When you click the Browse icon, you leave the company page and you navigate to the related object page. To keep the company page in view and preserve the company information, right-click the Browse icon and select Open Link in New Window. Close the new window when you are finished viewing the related object details.

5. Delete a company.
   1. Search for the list of available companies.
   2. Click the company that you want to delete.
   3. Click Delete and confirm that you want to delete the company.