COBBLESTONE SOFTWARE

Contract Insight — User Guide

2.5 Vendor/Customer Information Fields

Module: Vendor/Client Gateway › Step 2: Managing Gateway Fields › 2.5 Vendor/Customer Information Fields

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

With Area set to Vendors/Customers, the VCG Fields tab controls which fields a vendor or client can see and edit about their own company record on the Gateway — separate from the individual-contact fields under Vendors/Customers Contacts — gated overall by the Allow Management of Vendor Information setting.

2. Key Elements

• VCG → Fields tab → Area: Vendors/Customers configures the company-level record's Gateway field set
• Allow Management of Vendor Information (VCG Settings → Access) must be on for a Vendor/Client Admin user to edit these fields at all
• Fields chosen here surface on the gateway-side Contacts/Users → My Company Info screen
• Sourcing Record Product Service Codes and Vendor Product Service Codes are separate, related areas in the same Area dropdown for procurement-catalog fields
• Each company Record Type (for example, Vendor, Customer, or Supplier) has its own Gateway field set.

3. Turning On Vendor Information Management

1. From the Contract Insight homepage, click the Administration icon at the bottom of the left navigation bar.
2. In the Search administration box, type gateway, then click Vendor/Client Gateway (VCG).

3. On the Settings tab, scroll to the Access group.
4. Turn on Allow Management of Vendor Information.
5. Click Save changes.

Note: If this setting is off, Vendor/Client Admin users cannot edit their company information on the Gateway, even when fields are set up below.

4. Choosing the Vendors/Customers Area

1. Open Vendor/Client Gateway (VCG) (see Section 3) and click the Fields tab.
2. Click the Area drop-down. Type Vendor in its search box to narrow the list.
3. Select Vendors/Customers. (Use Vendors/Customers Contacts for individual-contact fields and VendorCustomer Addresses for address fields.)

5. Choosing a Record Type

1. Click the Record Type drop-down.
2. Select the company type to set up (for example, Vendor). Each type keeps its own list of Gateway fields.

6. Managing Fields on the Gateway

1. Turn on Offer this company type to Gateway users so Gateway users can choose this company type.
2. Review the On the Gateway list. These are the fields vendors and clients see on My Company Info.
3. Drag a field by its handle to change the order it appears on the Gateway.
4. For each field, check the options that apply: Search, Add, Edit, Required, and Unique.
5. Click » (Take off the Gateway) to remove a field from the Gateway.

Note: Changes on the Fields tab save as you make them. There is no Save button.

7. Adding Fields or Copying a Field Set

1. Under Not shown, use Find a field to search the fields not yet on the Gateway.
2. Click « (Add) next to a field to put it on the Gateway. Click Add every field to add them all.
3. To reuse another company type's setup, under Start from another type, pick a type from Choose a type and click Copy its fields here.
4. Click Remove all fields to clear the Gateway list and start over.

8. Quick Reference Summary