This content applies solely to Vendor Management, which must be purchased separately from the Appian base platform. |
The Vendor Management solution provides an easy way to register, view, and manage vendors in the system. You can see a list of your vendors by going to the Vendors tab. Here, you can see and manage your registered vendors as well as register new vendors. This page will show how to view, manage, and register vendors directly from the VENDORS tab.
In order to start viewing and applying to opportunities, a vendor must first be registered in the Vendor Management solution.
To register a vendor:
Go to the Vendors tab and click REGISTER VENDOR.
Fill the following fields in the Profile Information section:
CAGE: The Commercial And Government Entity, a five-character ID number used to identify vendors.
NOTE: UEI and CAGE are applicable for Federal vendors only. Either UEI or CAGE should be specified. If not applicable for the vendor to be registered, select either UEI Not Applicable or CAGE Not Applicable option accordingly.
FEIN: The Federal Employer Identification Number of the vendor.
NOTE: TIN and FEIN are applicable for State and Local Government vendors only.
Fill in the following fields in the Business Information section:
County (Optional): The county where the vendor office is located.
NOTE: The County field is applicable for the United States only and for State and Local Government vendors only.
Click REGISTER.
After submitting the registration form, the vendor will receive an access link to log in to Vendor Management and start viewing opportunities. After logging in, the vendor can create additional user accounts for each of their employees.
On the VENDORS tab, you will see a list of all of your registered vendors, including their Name, Address, and Expiration Date. The Expiration Date is shown when the State and Local Government (SLG) toggle is disabled. To see more details, click a vendor to drill down to the vendor profile summary view. The summary view will have two tabs: Summary and Users.
The Summary tab includes all of the information about the vendor that was added during registration.
Primary: Important information about the vendor such as physical address, Unique Entity ID and CAGE numbers or TIN and FEIN, and Expiration date.
NOTE: Unique Entity ID, CAGE, and Expiration date are applicable for Federal vendors only. TIN and FEIN are applicable for State and Local Government vendors only.
Business Information: Important information about the vendor such as Doing Business As, Business Type, PCS Code, NAICS Codes, NIGP Codes, and website.
NOTE: PSC codes are applicable for Federal vendors only. NIGP codes are applicable for State and Local Government vendors only.
The Users tab displays a list of all users under the vendor. From here, you can search for users and filter by user type and status.
From the list you will see the following information for each user:
To add a new user to a vendor profile:
Enter the following information:
The user will receive an email with sign in instructions.
You can update a vendor profile if any details change after registration.
To update vendor profile information:
In the Summary tab, click the edit icon in the Profile section.
NOTE: After completing the vendor registration process, you can no longer edit the Vendor Legal Name field.
From the Update Profile dialog, update the information in the respective fields as necessary.
NOTE: Unique Entity ID, CAGE, and Expiration date are applicable for Federal vendors only. The TIN and FEIN are applicable for State and Local Government vendors only.
To add vendor business information:
To add PSC, NAICS or NIGP codes, click Add Another in the respective sections and add the information in the respective fields as necessary.
NOTE: The PSC codes are applicable for Federal vendors only. The NIGP codes are applicable for State and Local Government vendors only.
To update vendor business information:
To add vendor financial information:
If the vendor's remittance address is same as the primary business address, then select the Same as primary option in the Remittance Address field. If the remittance address is different from vendor's primary address, then enter the address in the respective fields.
NOTE: The Same as primary option will be disabled if there is no address in the vendor profile.
To update vendor financial information:
To change vendor contact information:
Managing Vendors