Searching and Adding Vendor Procurement Policies

Users can search and add vendor procurement policies to the system.

Complete the following steps to search vendor procurement policies:

  1. L og in to the ONE system.

  2. Select Menus/Favs > Contract Mgmt > Procurement Policies > Vendor Policies.

    For some users, the Vendor Policies UI is also available from the Menus/Favs > Administration > Procurement Policies > Vendor Policies menu.

    In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
    The Vendor Policies screen displays.

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  3. Click the Filters (edit) link to apply search criteria to reduce the number of entries shown.
    The Filters menu displays.

  4. Fill out the filters as desired, and click the Search link.
    The search results display.

  5. Click the Export to CSV button to export the report to a CSV file.

  6. Click the Add Vendor button to add a vendor policy. See the "Creating Vendors" section in the Online Help for more information.

  7. Click the Create Partner Group button to create a partner group. See the "Creating Partner Groups" section in the Online Help for more information.

  8. Click the Initiate Databot button to initiate a databot. See the "Initiating a Databot" section in the Online Help for more information.

  9. Click the Download button to download a vendor policy.

  10. Click the Upload button to upload a vendor policy.