Defining and maintaining providers

Note: Not applicable if you are using Infor Learning Management.

Providers assigned to development activities are considered "Preferred Providers." One of the preferred providers can be designated as the one that should "Default To Session."

  1. Select Development Planning > Set Up > Providers And Contracts.

    A list of providers displays.

    Note: To view summary information for a provider, highlight the provider. Summary information appears on the right with email and URL links, if provided.
  2. Click Create.
  3. Specify this information:
    Effective Date

    Specify the effective date.

    Provider

    Specify the name of the provider.

    Specify a description next to the name. If left blank, the provider name defaults.

    Active

    Select the Active check box to make the provider active. Inactive providers do not appear in lists.

    External Provider

    Select this check box if the provider is external.

    URL

    If you specify a URL, when you save the provider, administrators will be able to access the provider web site directly from the provider list.

    Note: The URL address must be complete (including the http:// notation).
    Registration Number, Date

    If the provider is a registered Development Planning organization, specify the registration number and date of registration.

    Note: Some countries require this information, even if the provider is an internal provider.
    Our Customer Number

    If the provider has assigned a customer number to your organization, specify it in this field.

    Vendor

    If applicable, specify the vendor number assigned to the provider by your organization.

    Note: If you are interfacing provider data to Infor M3, you must specify a Vendor. The Vendor will be the Supplier name in Infor M3. After the data has been interfaced to Infor M3 and the Supplier created, do not change the Vendor value. It will create interface errors.
    Country

    If you provide an address, the country is required.

    Address

    Specify the provider address.

    If you specify an address, the country code is

    Comments

    Specify additional relevant information on the provider.

  4. Click Save.
  5. Define the provider contacts.
    Note: You can define multiple provider contacts for a provider.
    1. On the Contacts tab, click Create.
    2. Specify this information
      Effective Date

      Specify the effective date.

      Contact Description

      Specify the contact name or designation.

      Active

      The contact is active by default. To inactivate the contact, clear the Active field.

      Primary Contact

      Select this check box to flag a contact as the primary contact. This is useful if you have multiple contacts.

      Email address

      Specify the contact's email address.

      Contact

      Specify the contact name .

      Phone, Mobile, Fax

      Specify the contact's regular (land) phone, mobile phone , and/or fax numbers, including the country code and extension, if applicable.

      Address

      If the contact uses the main provider address, select the Use Provider Address check box.

      If the contact uses a separate address, specify the appropriate information in the address fields.

      Note: Country is a required field when you specify an address.
      Comments

      Specify additional relevant information on the contact.

    3. Click Save.
      Follow-up tasks: