CobbleStone Documentation Wiki Welcome Guest: 12/2/2024 12:03:27 PM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Add Counterparty In-Line   
Page last modified on Tuesday, September 1, 2020 10:31 AM (by Nash DeVita) (initially created on Tuesday, September 1, 2020 10:21 AM)
Assigned to: Adding a Vendor/Company
  Generate Manual Print View
 
Page Content
 
 

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.

 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
 
 
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.