Assign a Vendor

You can assign a vendor to an RO when you create the RO or later.

You cannot assign a vendor after a technician has recorded time on an RO.

1. From the Planner page, click the option button for the RO and click the Assign Work command.

Or:

1. From the Repair Order page, click the Assign Work command.

The Assign Tech page opens.

2. Click the Assign Vendor command.

The Assign Vendor page opens.

3. In the Vendor Name field, type the vendor name.

4. Click the Search button.

Vendors that match your search are listed.

5. Click the option button for the vendor and click the Save button.

Do not remove a vendor who has performed work on an RO.