How to: Set Up a Vendor Hierarchy

For the Vendor Sourcing functionality a Vendor Hierarchy must be created where you determine which Vendors can be sourced from:

1. Search for Hierarchy and click the New action.
2. Enter the Hierarchy Code and Description.
3. In the Type field, select Vendor.
4. Select the Link Only Once check box. This means that this vendor can only be placed once in the Hierarchy.
5. Click the Edit Hierarchy action to create the Hierarchy and Hierarchy Nodes.
6. In the Hierarchy Node Link FastTab, add vendors in the lines.

In a Vendor Hierarchy, vendors can be grouped together or entered in a flat list.

After you click the Edit Hierarchy action, there are three actions available on the Home menu to help with the setup:

• Add Vendors: Populates according to an applied filter.
• Create/Update Vendor Nodes: Populates the hierarchy with all vendors in the Vendor table.
• Create/Update Vendor Nodes By City: Populates the hierarchy with all vendors in the Vendor table, grouped by city.