Copy Contractor Information

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Contractor Services subsystem and allows authorized Prequalification Officer users to copy existing contractor information from one business partner to another. This function copies the basic contractor information, application, certificate, work class codes, lines of credit, and record retention information to the business partner ID that the user selects from a list of existing ECMS business partners. Once the information is copied, the original contractor’s Certificate is expired.
</BLOCKQUOTE> 
<H2 class=form>Quick Navigation</H2>
<BLOCKQUOTE>The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=199>From this screen…</TD>
<TD width=391>perform this action:</TD></TR>
<TR vAlign=top>
<TD width=199>Navigation Bar</TD>
<TD width=391>Select Contractor Services option, followed by Contractor Information option</TD></TR>
<TR vAlign=top>
<TD width=199>Contractor Information home page, Contractor Search </TD>
<TD width=391>Enter full or partial key in Business Partner name field
Click SEARCH button</TD></TR>
<TR vAlign=top>
<TD width=199>Contractor Search Results screen</TD>
<TD width=391>Click the business partner hyperlink</TD></TR>
<TR vAlign=top>
<TD width=199>Contractor screen</TD>
<TD width=391>Click EDIT button
Click COPY CONTRACTOR button
Confirm action (screen is refreshed with new contractor information)</TD></TR></TBODY></TABLE></BLOCKQUOTE> 
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>

<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=151>User Action</TD>
<TD width=439>Result</TD></TR>
<TR vAlign=top>
<TD width=151>Open your browser software and access the ECMS Welcome page.</TD>
<TD width=439>The ECMS Welcome page is displayed with the navigation bar on the left.</TD></TR>
<TR vAlign=top>
<TD width=151>Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.</TD>
<TD width=439>The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).</TD></TR>
<TR vAlign=top>
<TD width=151>From the navigation bar, select the Contractor Services option. </TD>
<TD width=439>The Contractor Services option available to your user group are displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Select the Contractor Information option under Contractor Services on the navigation bar.</TD>
<TD width=439>The Contractor Information home page is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Enter the full Business Partner name or a partial key in the Business Partner field.</TD>
<TD width=439>The Contractor Search Results screen is displayed. </TD></TR>
<TR vAlign=top>
<TD width=151>Click the appropriate Business Partner name hyperlink.</TD>
<TD width=439>The Contractor screen for the selected business partner is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Use the down arrow icon at the upper left of the display to jump to the bottom of the screen.</TD>
<TD width=439>The lower portion of the screen is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Click the EDIT button.</TD>
<TD width=439>The screen switches to edit mode.</TD></TR>
<TR vAlign=top>
<TD width=151>Click the COPY CONTRACTOR button.</TD>
<TD width=439>A message is displayed asking you to confirm that you want to copy this contractor’s information to another business partner.</TD></TR>
<TR vAlign=top>
<TD width=151>Click OK on the message box.</TD>
<TD width=439>The message box closes, and the ECMS Business Partner selection window opens in a separate browser. The selection window lists all ECMS business partners who are neither the child nor the parent in a subsidiary relationship.
The list is presented in alphabetical order by business partner name.</TD></TR>
<TR vAlign=top>
<TD width=151>In the Select Item to be Added list box, select the parent company by clicking the X in front of the entry.</TD>
<TD width=439>The entry is highlighted moves to the Selected Items list box.</TD></TR>
<TR vAlign=top>
<TD width=151>Click the OK button.</TD>
<TD width=439>The selection window closes, and you are returned to the Contractor screen. The screen has been refreshed to display the selected contractor (that is, the contractor to whom the information was copied).</TD></TR>
<TR vAlign=top>
<TD width=151>If desired, review the contractor information.</TD>
<TD width=439>Use the Go links to access other contractor-related screens; or use the navigation bar to access other ECMS functions or to log out of the system.</TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

This function is part of the Contractor Services subsystem and allows authorized Prequalification Officer users to copy existing contractor information from one business partner to another. This function copies the basic contractor information, application, certificate, work class codes, lines of credit, and record retention information to the business partner ID that the user selects from a list of existing ECMS business partners. Once the information is copied, the original contractor’s Certificate is expired.

Quick Navigation

The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.

From this screen… perform this action:

Navigation Bar Select Contractor Services option, followed by Contractor Information option

Contractor Information home page, Contractor Search Enter full or partial key in Business Partner name field
Click SEARCH button

Contractor Search Results screen Click the business partner hyperlink

Contractor screen Click EDIT button
Click COPY CONTRACTOR button
Confirm action (screen is refreshed with new contractor information)

Step-by-Step Directions

User Action Result

Open your browser software and access the ECMS Welcome page. The ECMS Welcome page is displayed with the navigation bar on the left.

Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key. The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).

From the navigation bar, select the Contractor Services option. The Contractor Services option available to your user group are displayed.

Select the Contractor Information option under Contractor Services on the navigation bar. The Contractor Information home page is displayed.

Enter the full Business Partner name or a partial key in the Business Partner field. The Contractor Search Results screen is displayed.

Click the appropriate Business Partner name hyperlink. The Contractor screen for the selected business partner is displayed.

Use the down arrow icon at the upper left of the display to jump to the bottom of the screen. The lower portion of the screen is displayed.

Click the EDIT button. The screen switches to edit mode.

Click the COPY CONTRACTOR button. A message is displayed asking you to confirm that you want to copy this contractor’s information to another business partner.

Click OK on the message box. The message box closes, and the ECMS Business Partner selection window opens in a separate browser. The selection window lists all ECMS business partners who are neither the child nor the parent in a subsidiary relationship.
The list is presented in alphabetical order by business partner name.

In the Select Item to be Added list box, select the parent company by clicking the X in front of the entry. The entry is highlighted moves to the Selected Items list box.

Click the OK button. The selection window closes, and you are returned to the Contractor screen. The screen has been refreshed to display the selected contractor (that is, the contractor to whom the information was copied).

If desired, review the contractor information. Use the Go links to access other contractor-related screens; or use the navigation bar to access other ECMS functions or to log out of the system.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:50:21 AM

From this screen…	perform this action:
Navigation Bar	Select Contractor Services option, followed by Contractor Information option
Contractor Information home page, Contractor Search	Enter full or partial key in Business Partner name field Click SEARCH button
Contractor Search Results screen	Click the business partner hyperlink
Contractor screen	Click EDIT button Click COPY CONTRACTOR button Confirm action (screen is refreshed with new contractor information)

User Action	Result
Open your browser software and access the ECMS Welcome page.	The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.	The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Contractor Services option.	The Contractor Services option available to your user group are displayed.
Select the Contractor Information option under Contractor Services on the navigation bar.	The Contractor Information home page is displayed.
Enter the full Business Partner name or a partial key in the Business Partner field.	The Contractor Search Results screen is displayed.
Click the appropriate Business Partner name hyperlink.	The Contractor screen for the selected business partner is displayed.
Use the down arrow icon at the upper left of the display to jump to the bottom of the screen.	The lower portion of the screen is displayed.
Click the EDIT button.	The screen switches to edit mode.
Click the COPY CONTRACTOR button.	A message is displayed asking you to confirm that you want to copy this contractor’s information to another business partner.
Click OK on the message box.	The message box closes, and the ECMS Business Partner selection window opens in a separate browser. The selection window lists all ECMS business partners who are neither the child nor the parent in a subsidiary relationship. The list is presented in alphabetical order by business partner name.
In the Select Item to be Added list box, select the parent company by clicking the X in front of the entry.	The entry is highlighted moves to the Selected Items list box.
Click the OK button.	The selection window closes, and you are returned to the Contractor screen. The screen has been refreshed to display the selected contractor (that is, the contractor to whom the information was copied).
If desired, review the contractor information.	Use the Go links to access other contractor-related screens; or use the navigation bar to access other ECMS functions or to log out of the system.