Costpoint Online Help

Using the Help Search

General Tab

Use the fields on this tab to specify general information about a regular or prospective vendor.

Contents

Use this group box to enter the prospective vendor's long name, specialty, and other general information.

Field	Description
Long Name	Enter the vendor's long name. The name you enter can be used to provide more details about the identity of the vendor. This name prints on checks, purchase orders, requisitions, customer statements, and all bills and invoices. If you tab out of this field without entering a long name, or try to save when this field is blank, Costpoint populates it with the vendor name.
Terms	Enter, or click to select, the payment terms to be used as the default when entering vouchers for the prospective vendor.
Specialty	Enter areas of specialty for the vendor or prospective vendor.
Vendor Web Site	Enter a link to the vendor or prospective vendor web site.
Vendor Approval Status	This field displays the approval status of the prospective vendor. Valid values are Pending and Approved.
GovWin IQ Company ID	Enter the GovWin IQ company ID associated with the prospective vendor. Note: This field will be used by a GovWin IQ vendor interface that will be rolled out in a future release.
DUNS Number	Enter the Data Universal Numbering System (DUNS) number of the prospective vendor.
CAGE Code	Enter the Contractor and Government Entity (CAGE) code for the prospective vendor.

Business Classification

Use this group box to enter information about the legal classifications of the prospective vendor.

Field	Description
Size	Select one of the following options to classify the prospective vendor for subcontract reporting: Large: Large vendors are included in subcontract reporting. This is the default selection. Small: Small vendors are included in subcontract reporting. Non-Profit: Non-profit vendors are excluded from subcontract reporting. Foreign/Other: Foreign/other vendors are excluded from subcontract reporting.
Certification Date	Enter, or click to select, the date on which the prospective vendor received the classification certification.
Certification Number	Enter the prospective vendor's certification number.
Woman-Owned	Select this check box if the prospective vendor is classified as woman-owned.
Disadvantaged (Include Minority-Owned)	Select this check box if the prospective vendor is classified as disadvantaged.
Veteran Owned	Select this check box if the prospective vendor is classified as veteran-owned.
Service-Disabled Veteran-Owned	Select this check box if the prospective vendor is classified as service-disabled veteran-owned.
Alaskan Native Corporations (ANC) and Indian Tribes	Select this check box if the prospective vendor is classified as an Alaskan Native Corporation or an Indian Tribe vendor.
HUBZone	Select this check box if the prospective vendor is classified as a historically underutilized business zone company.
Historical Black Colleges And Universities/Minority Institutions	Select this check box if the prospective vendor is classified as a historically black college/university or minority institution.
8(a) Certified	Select this check box if the prospective vendor is classified as an 8(a) certified vendor. An 8(a) company is a business that is owned and controlled by socially and economically disadvantaged individuals (usually at least 51% ownership).
AbilityOne Non-Profit Agency	Select this check box if the prospective vendor is classified as an AbilityOne nonprofit agency. An AbilityOne nonprofit agency has at least 75% of its total direct labor hours performed by persons who are blind or have significant disabilities.
Active SAM.gov Exclusion	This check box displays only in Table view. If selected, it indicates that the prospective vendor is on the exclusion list in SAM.gov.
Exclusion Banner	This field displays only in Table view. If the Active SAM.gov Exclusion check box is selected, this field displays information about the exclusion for the prospective vendor, including the exclusion type and active and termination dates. In Form view, a read-only banner displays on the screen when the prospective vendor is on the exclusion list. The message also includes the type of the exclusion as well as the active and termination dates of the exclusion. The exclusion data that will display on the Manage Contract Management Vendor Info screen will come from GovWin IQ and, therefore, may not be a complete representation of exclusions. Note: The Active SAM.gov Exclusion check box and the Exclusion Banner field in Table view and the banner that displays in Form view will be populated by a GovWin IQ vendor interface that will be rolled out in a future release. These fields will be fully functional once the vendor interface becomes available.

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General Tab

Use the fields on this tab to specify general information about a regular or prospective vendor.

Contents

Use this group box to enter the prospective vendor's long name, specialty, and other general information.

Field	Description
Long Name	Enter the vendor's long name. The name you enter can be used to provide more details about the identity of the vendor. This name prints on checks, purchase orders, requisitions, customer statements, and all bills and invoices. If you tab out of this field without entering a long name, or try to save when this field is blank, Costpoint populates it with the vendor name.
Terms	Enter, or click to select, the payment terms to be used as the default when entering vouchers for the prospective vendor.
Specialty	Enter areas of specialty for the vendor or prospective vendor.
Vendor Web Site	Enter a link to the vendor or prospective vendor web site.
Vendor Approval Status	This field displays the approval status of the prospective vendor. Valid values are Pending and Approved.
GovWin IQ Company ID	Enter the GovWin IQ company ID associated with the prospective vendor. Note: This field will be used by a GovWin IQ vendor interface that will be rolled out in a future release.
DUNS Number	Enter the Data Universal Numbering System (DUNS) number of the prospective vendor.
CAGE Code	Enter the Contractor and Government Entity (CAGE) code for the prospective vendor.

Business Classification

Use this group box to enter information about the legal classifications of the prospective vendor.

Field	Description
Size	Select one of the following options to classify the prospective vendor for subcontract reporting: Large: Large vendors are included in subcontract reporting. This is the default selection. Small: Small vendors are included in subcontract reporting. Non-Profit: Non-profit vendors are excluded from subcontract reporting. Foreign/Other: Foreign/other vendors are excluded from subcontract reporting.
Certification Date	Enter, or click to select, the date on which the prospective vendor received the classification certification.
Certification Number	Enter the prospective vendor's certification number.
Woman-Owned	Select this check box if the prospective vendor is classified as woman-owned.
Disadvantaged (Include Minority-Owned)	Select this check box if the prospective vendor is classified as disadvantaged.
Veteran Owned	Select this check box if the prospective vendor is classified as veteran-owned.
Service-Disabled Veteran-Owned	Select this check box if the prospective vendor is classified as service-disabled veteran-owned.
Alaskan Native Corporations (ANC) and Indian Tribes	Select this check box if the prospective vendor is classified as an Alaskan Native Corporation or an Indian Tribe vendor.
HUBZone	Select this check box if the prospective vendor is classified as a historically underutilized business zone company.
Historical Black Colleges And Universities/Minority Institutions	Select this check box if the prospective vendor is classified as a historically black college/university or minority institution.
8(a) Certified	Select this check box if the prospective vendor is classified as an 8(a) certified vendor. An 8(a) company is a business that is owned and controlled by socially and economically disadvantaged individuals (usually at least 51% ownership).
AbilityOne Non-Profit Agency	Select this check box if the prospective vendor is classified as an AbilityOne nonprofit agency. An AbilityOne nonprofit agency has at least 75% of its total direct labor hours performed by persons who are blind or have significant disabilities.
Active SAM.gov Exclusion	This check box displays only in Table view. If selected, it indicates that the prospective vendor is on the exclusion list in SAM.gov.
Exclusion Banner	This field displays only in Table view. If the Active SAM.gov Exclusion check box is selected, this field displays information about the exclusion for the prospective vendor, including the exclusion type and active and termination dates. In Form view, a read-only banner displays on the screen when the prospective vendor is on the exclusion list. The message also includes the type of the exclusion as well as the active and termination dates of the exclusion. The exclusion data that will display on the Manage Contract Management Vendor Info screen will come from GovWin IQ and, therefore, may not be a complete representation of exclusions. Note: The Active SAM.gov Exclusion check box and the Exclusion Banner field in Table view and the banner that displays in Form view will be populated by a GovWin IQ vendor interface that will be rolled out in a future release. These fields will be fully functional once the vendor interface becomes available.