Open Forum

Approved Vendors & Insur info

  • 1.  Approved Vendors & Insur info

    Posted Sep 13, 2018 01:28 PM
    Does anyone know of a report that would pull Approved Vendors and Insurance info including Insurance expiration dates?

    Stephanie Herdt
    Accounting Manager
    Ace Asphalt / Brown Brothers Asphalt and Concrete
    Phoenix AZ

  • 2.  RE: Approved Vendors & Insur info

    Posted Sep 14, 2018 07:33 AM

    If you are using the Subcontractor functionality in the Project Controller, this data can be maintained in that module and tracks that type of information.

    If you are not using that functionality, we have added fields in the Vendor Maintenance menu to enter that data and then you can add those fields to a report or to a quick query to easily review and access that data.

    David Callery
    Coe & Company, LLC
    New Orleans LA

  • 3.  RE: Approved Vendors & Insur info

    Posted Sep 14, 2018 09:30 AM

    If you have the contract management module,  the Subcontractor Vendor Maintenance screen allows you to maintain vendor data and insurance expiration.  There is is no existing reports.  You will have to create a custom quick query view or report for that table.

    Jenny Dinh
    Noble Resources Corp
    Tampa FL