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Preferred suppliers view update (suppliers 'on hold')

Preferred suppliers view update (suppliers 'on hold')

This guide has been reviewed against our global client base and classed as relevant to all regions

When selecting a contractor for a works order and the landlord has preferred suppliers set-up, those that are available and those that are ‘on hold’ are clearly displayed - an ‘on hold' supplier cannot be selected for the works order

'On hold’ supplier functionality is a configuration option introduced in version 12.155 - for more information, click here: Put supplier 'on hold' - configuration option

For more information on setting up preferred suppliers, click here: Set up landlord preferred suppliers

Add contractor to works order

From works order, Contractor panel:

  • Click Select

  • The landlord’s preferred suppliers list is displayed, any suppliers who are on hold are clearly indicated and cannot be selected

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