How to edit partner responsibility

Last modified 08:03, 24 Apr 2017

 

Using the Supplier>Responsibility tab, you can:

NOTE

While defining Partner Responsibility is not mandatory, it is advisable to define it for reporting purposes.

  1. On the main toolbar click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../270_How+to+edit+partner+responsibility/Supplier_button_on_main_toolbar_SMALL.gif.
    The Find Suppliers page appears.

  2. In the Search for field, enter the name (or part of the name) of the supplier record you want to find.

  3. Click Search or press the [Enter] key.
    The records that match your search criteria are listed in the window.

  4. Double–click the record you want to open.
    The Supplier page for the selected record appears.

  5. Click the Responsibility tab to display it.

The Responsibility tab page has four main areas: the Partner Responsibility and Team boxes at the top, and the Notes box and Structure Responsibility area at the bottom.

Edit dates

  1. To modify the Start or End Dates of the partner responsibility, modify the dates in MM/DD/YYYY format for the period the partner was assigned to the supplier.
    Alternatively, click the Start or End Date field, and then click the appropriate List button File:dirname/pm/030_Suppliers/140_How+To.../270_How+to+edit+partner+responsibility/expand_arrow.gif to display the calendar that you can use to select the date.

    If you have finished making changes, go to step 12.

Allocate a new partner responsibility

  1. To allocate a different partner to the supplier, in the Partner Responsibility box, enter the End Date for the current partner in MM/DD/YYYY format.
    Alternatively, click the End Date field and then click the List button File:dirname/pm/030_Suppliers/140_How+To.../270_How+to+edit+partner+responsibility/expand_arrow.gif to display the calendar that you can use to select the end date for the partner.

NOTE

It is important to enter an End Date when a supplier's partner changes, otherwise the supplier will appear inaccurately in reports under the responsibility of multiple partners.

  1. In the blank row, click the Partner field and then click the Browse button File:dirname/pm/030_Suppliers/140_How+To.../270_How+to+edit+partner+responsibility/Ellipsis_button.gif next to the field to open the Find Partners window.

  2. To select a new partner using the Find Partners window:

- To search on part of the name, select the Search any part of name/code check box.
- In the Search for field, enter the name of the partner.
- Click Search to list partners with the search criterion in their names.
- Select a partner from the list.

Or

With the Search for field blank, click Search to list all the partners, and then select a partner from the list.

Tip

Double-clicking the name of a partner in the Find Partners window selects the partner and closes the window.

  1. Click File:dirname/pm/030_Suppliers/140_How+To.../270_How+to+edit+partner+responsibility/ok_button.gif to select the new partner and close the Find Partners window.
    The name of the new partner is displayed in the top row of the Partner Responsibility box.

  2. Enter the Start Date in MM/DD/YYYY format for the period the partner was assigned to the supplier.
    Alternatively, click the Start Date field, click the List button File:dirname/pm/030_Suppliers/140_How+To.../270_How+to+edit+partner+responsibility/expand_arrow.gif to display the calendar that you can use to select the start date.

    If you have finished making changes, go to step 12.

Delete a partner responsibility

  • To delete a partner responsibility, click anywhere in the row to highlight it. With the row highlighted, press the [Delete] key .
    The Delete Partner Responsibility window appears asking you to confirm the delete action. Click Yes to confirm. The partner responsibility details are deleted and no longer visible.

When you have finished editing...

  1. Enter additional information in the Notes box if required.

  2. Click File:dirname/pm/030_Suppliers/140_How+To.../270_How+to+edit+partner+responsibility/ok_button.gif to save the modified Partner Responsibility details. The supplier page closes and you are returned to the search results page.

Related Topics

About Suppliers

How to search for and open a supplier record

The Supplier page

How to view supplier details

The Responsibility tab

How to add partner responsibility

How to add and maintain team responsibility

How to add and maintain structure responsibility


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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