Page 11 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

Vendor Organizations in Unanet for Subcontractor Portal Use

Vendor Organizations represent to whom you will send payments for goods and/or
services provided. A Vendor Profile must be created to associate the Vendor
Organization with a Legal Entity, establish Payment Terms, and optionally require
approval for User Activation in the portal. The Vendor Organization is used to limit
access (Person, Financial, Vendor) to this Vendor when it is associated to the
Subcontractor’s Person record and Approval Groups.

If portal users will be added directly into Unanet, User Activation is not required in the
Vendor Organization Profile. User Activation is only recommended if subcontractor
users are added to the system through the Subcontractor portal. This setting will
“Require This Vendor To Solicit Approval For Activating Their Users”. Only Unanet roles
of System Admin and P&R Admin will appear as approvers for selection in this process.

Activity 1.1 Add User Activation to a Vendor Organization for use
in the Subcontractor Portal
Login as Frank Controller (System Administrator) - fcontroller / welcome

Activity Steps:
1. Navigate: Organization > Dashboard and Search ORG NAME = Subs R Us (type
“subs%”). Use the pencil icon to edit the Vendor Organization

2. Confirm the Profile information:
• ORGANIZATION CODE VS-SUBSRUS (no spaces)
• ORGANIZATION NAME Subs R Us
• ORGANIZATION TYPE VENDOR-SUBCONTRACTOR
• ORGANIZATION PARENT VS-VENDORS-SUBPORTAL

3. Confirm the Contacts and Organization Addresses information:
• NAME AR Dept, Collection (REMIT TO)
• STREET ADDRESS 123 Subs R Us Lane
• CITY/STATE/ POSTAL CODE Pittsburgh, PA 15200 (REMIT TO)

4. Confirm the Vendor Profiles information
• Vendor Profile
o LEGAL ENTITIES All Legal Entities
o PAYMENT TERMS Net 30
o ACTIVE checked (yes)

5. Use the pencil icon to edit the Vendor Profile. Select the *User Activation tab
• Require Approval for Activating Users Select Require Approval
• Approver Controller, Frank T. (type “con”)
SAVE

LESSON 1: CONFIGURING THE UNANET SYSTEM
©2023 Unanet. All rights reserved.
11