Supplier Directory

The Supplier Directory contains a tree structure of all companies providing assets and services to an organization. This includes software providers, equipment suppliers, financial service providers, etc.

The information on each supplier enables you to identify its employees and the transactions related to equipment, licenses, contracts, etc.


  • You can associate an employee with a supplier or service provider in the Company field of the Employee form. The employee will then appear in the Contacts tab of the Supplier form.
  • You manage the hierarchy of suppliers using the Reorganize wizard.


  • When you archive a supplier, this will archive all of its associated suppliers.

Best Practice big icon.pngBest Practice

  • When you create a new form, certain information is inherited from the parent supplier. You should only modify the information specific to the new supplier.
  • If you do not want to make the supplier available to users, you can archive it by entering the contract end date. You can then view it using the Archived filter.

Screens description

Supplier directory.png

Menu access: Asset Management / Operation / Transition / Extended CMDB / Project > Directory > Suppliers

Supplier: Name of the supplier.

Type: Activity of the supplier.
         Example documentation icon EN.png  Software and hardware supplier

Web Site: URL of the supplier's website.

Mail, Phone, Fax: Information for contacting the supplier.

Location: Location of the supplier.

Address, Zip Code, City, Country: Postal address of the supplier.

Discount Rate (%): Overall discount rate granted by the supplier.

  • Note: This information is not automatically loaded in Product name - ev itsm.png invoices.

Currency: Currency used for transactions with the supplier.

Contract Start/Contract End Date: Period during which the contract is applicable. 

  • At the end of the period, the supplier will automatically be archived. It can no longer be used in Product name - ev itsm.png.
  • If you modify the contract end date in the form, the modification will apply only to the current supplier. If this is a parent supplier, lower-level suppliers will not be affected.
  • If you modify the contract end date using the End of Contract wizard, the modification will apply to the current supplier and its lower-level suppliers.

Note: Comments related to the supplier.

List of tabs

         Supplier directory tabs.png

Catalog: List of all assets and services provided by the supplier, e.g. equipment, licenses, contracts, consumables and common expenses.

  • Update: Click Add icon.png in this tab and also in the forms of each asset or service.
  • List of fields:
    • Model: Name of the element provided by the supplier.
    • Market Price: Model price for the general public.
    • Warranty Period (Months): Number of months during which the model is covered by the manufacturer's warranty. This value is used to define the contract end date for each new asset associated with this model.
    • Discount Price: Last price applied by the supplier.

Discussions: List of discussions associated with the form.

Attachments: List of documents associated with the form.

Contacts: List of employees working for the supplier.

  • Update: In Employee forms > Company field.

Equipment: List of equipment provided by the supplier.

  • Update: In Equipment forms.

Licenses: List of licenses provided by the supplier.

  • Update: In License forms.

Contracts: List of contracts signed with the supplier.

  • Update: In Contract forms.

Recycled: List of equipment recycled by the supplier and whose recycling date is earlier than or equal to the current date.

  • Update: In Equipment forms > Recycling of Assets wizard.

Recycling - Pending: List of equipment that may be recycled by the supplier and whose recycling date is later than the current date.

Recycling - Scheduled: List of equipment that may be recycled by the supplier and whose recycling date is not specified.

History of Changes: List of all modifications made to the form. The fields taken into account are defined using rules in the history of changes.

Procedure and Wizards

How to create a supplier

1. Select Asset Management / Operation / Transition / Extended CMDB / Project > Directory > Suppliers in the menu and click Add icon.png.

2. Complete the information required. If you want to associate the supplier with another supplier in the tree structure, specify the parent supplier.

3. Click [ FINISH ] to save the new form.


End of Contract: Used to archive the Supplier form to make it unavailable. All lower-level Supplier forms will also be archived. You can then view it using the Archived filter.

Reorganize: Used to move the supplier and its lower-level suppliers within the tree structure.

Last modified by Unknown User on 2017/06/26 15:31
Created by Administrator XWiki on 2017/06/26 15:31


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