Master Reference Data Management:Vendor/Client
Users who have been granted the permissions to add counterparty/vendor/customer/client records can also add the data in-line when entering a new record such as a contract.
To Add a Counterparty
1. On the add screen for the record in question, click the applicable blue + ( ) icon.
2. A pop-up add screen displays. Complete all required fields.
3. At the bottom of the pop-up, click Save and Continue.
4. The pop-up window closes and the new newly created company is entered into the Vendor/Client Name field.