Copying a Vendor

You can duplicate inventory records to create new records with slight variations from the original record. 

This can be useful when you have multiple instances of the same asset where each is managed by a different organizational group, or multiple contracts with the same vendor for different types of service or different locations. 

To copy a vendor

  1. On the Third-Party Risk Management menu, select Vendors.
    The Vendors screen appears.
  2. Hover over the vendor record you want to copy until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Copy.
    The Copy Vendor modal appears.

  5. Revise at least one of the fields in order to create a copy.
    Note:

    If you do not change any of the fields, you will not be able to make the copy.

    Note:

    If you change the Managing Organization field, some of the attributes (such as user fields and related inventories) from the record will not be copied in order to preserve organizational hierarchy.

  6. Click the Copy button.
  7. If you want to make another copy, click the Copy and Create Another button.