The bottom tab on the Vendor Details screen is "Admin". The Admin button is a permission-based view only for Administrative users only. If you do not see this tab, then your account has not been granted administrator permissions. This admin section allows the user to perform several functions.
Vendor agreements and W-9s
Admin users are able to download Vendor Agreements and W-9s from the Admin tab. Click on the Signed Vendor Agreement & W-9 button. All documents are downloaded as one document.
Preferred Vendors
Admin users are able to assign a preferred vendor status to the vendor, if your company has established a preferred vendor program in VIVE.
If the screen is blank when the "Assign Preferred Vendor" button is clicked, your company has not established a preferred vendor program in VIVE. Click on the "Assign Preferred Vendor" button to add a ranking to the vendor.
To assign a Rank, click on the check box on the left margin of the ranking you wish to assign the vendor. The Priority Levels and Rank Names are created by your Company Admins. Then click the "Save Ranking" button.
Accounting API
On the bottom of the screen, you will see "Accounting" information. Accounting functionality is available if VIVE has an established API with your company's accounting system.
The information on the screen shows the following:
- The accounting system your company has connected to VIVE
- Status:
- Linked: The VIVE vendor is connected or linked to a vendor in your company's accounting system. If we have an API with your company that allows VIVE to update your accounting system, VIVE will only update your accounting system if the VIVE vendor is "Linked" to a vendor in your accounting system.
- Unlinked: The VIVE vendor is not connected or linked to a vendor in your company's accounting system. VIVE will not update the accounting system for unlinked vendors.
- Legal Name: The legal name listed is the name of the vendor in your accounting system that is linked to the VIVE vendor.
- Key: The key is the vendor key from your accounting system that is linked to the VIVE vendor.
- Auto Linking:
- On: VIVE automatically links vendors between VIVE and your accounting system if the EIN in VIVE matches the EIN in your accounting system.
- OFF: VIVE is not automatically linking vendors between VIVE and your accounting system. All linking needs to be performed manually.
To view, add, manage, or delete the link between VIVE and your accounting system, click on the "Manage Accounting Links" button.