Editing a vendor compliance strategy

You can add and delete vendor compliance questions/records, and make changes to information within an existing strategy.

To edit an existing vendor compliance strategy:

  1. Within the facility level, select Configuration > Strategies > Vendor Compliance from the WMS menu. The Vendor Compliance list view displays.
  2. Click Search to display the Vendor Compliance strategies.
    • You can search for a strategy or filter the list of Vendor Compliance strategies by specifying the vendor compliance strategy, the description, or the indirect activity type into the searchable Vendor Compliance Strategy, Description, and Indirect Activity Type fields respectively; and then clicking Search.
  3. Select the vendor strategy you want to modify. The Vendor Compliance Strategy screen displays with general header fields on the top portion of the screen and strategy detail fields on the bottom portion of the screen.
  4. Complete the desired changes and/or additions to the applicable fields. You can edit an existing vendor compliance question by selecting the entry and making the updates.
    Note: You can update the fields within an existing vendor compliance strategy with one exception. You cannot change an existing Vendor Compliance Strategy name.
  5. Click Save. The strategy is updated with the changes.