Edit contractor details

Edit contractor general details

1. Navigate to the Contractor Summary page for the contractor.

2. Click View Details.

   The Contractor Details page is displayed.

3. Click the icon in the Contractor Summary section.

   The Edit General Details page is displayed.

4. Edit the information as required in the relevant fields.

   Note Fields marked with an asterisk are required.

   Field	Description
   Company Name	The name of the contracting organization. This cannot be edited on this page - see Contractor company name changes for details of changing the contractor's company name.
   Translation	A translation of the contractor's company name, if required.
   Parent Contractor	The parent company for the contractor. Click to search for the parent contractor.
   Industry	The contractor's industry sector to which the contractor belongs.
   Web Address	The URL of the contractor's website.
   Comment	Any comments about the contractor.
   Address Town/City County/Region Post code Country	The contractor's address.
   Main Telephone Number	The main telephone number for the contractor.
   Trading Recommendation	The trading recommendation for the contractor: We can work with this contractor. (Default) We can work with this contractor with restrictions. We cannot work with this contractor. Contractors with this recommendation cannot be selected for tenders or contracts.
   Trading Recommendation Notes	Optional notes about the trading recommendation.
   External Reference	The unique external reference ID of the contractor. Whether this field can be edited depends on a configuration option set in the AVEVA Contract Risk Management database.

5. Click Save.

   A confirmation message is displayed.

Edit contractor legal details

Contractors are created with blank legal details except for the Country of Registration and Country of Operation.

To edit a contractor's legal details:

6. Navigate to the Contractor Summary page for the contractor.

7. Click View Details.

   The Contractor Details page is displayed.

8. Click the icon in the Legal section.

   The Edit Legal Information page is displayed.

9. Edit the information as required in the relevant fields.

   Note Fields marked with an asterisk are required.

   Field	Description
   Legal Form	The type of contractor company, e.g. Agent, Corporation, Public Limited Company. The specific types are set by the Administrator.
   Number of Employees	The number of employees in the contractor company.
   VAT reg no	The tax registration number of the contractor company.
   Company reg no	The registration number of the contractor company.
   Company reg date	The date of registration of the contractor company.
   Country of Registration	The country in which the contractor company is registered.
   Country of Operation	The country in which the contractor company operates.

10. Click Save.

    A confirmation message is displayed.

Editing contractor miscellaneous details

Contractor miscellaneous details are the information entered in the contractor custom fields created by your Administrator. (See Custom fields.)

To edit a contractor's miscellaneous details:

11. Navigate to the Contractor Summary page for the contractor.

12. Click View Details.

    The Contractor Details page is displayed.

13. Click the icon in the Miscellaneous section.

    Note This section is only available if contractor custom fields exist in the AVEVA Contract Risk Management system.

    The Edit Miscellaneous Information page is displayed.

14. Edit the information as required in the relevant fields.

15. Click Save.

    A confirmation message is displayed.