The Vendor Supplier Related Companies table holds records containing company information of companies related to the Vendor Supplier added by a vendor supplier lead during the Vendor Supplier Profile creation.

Vendor Related Companies Table View

Information stored in the Vendor Supplier Related Companies records includes:

• Vendor Supplier Company Name
• Related Company Name
• Related Company Status (Active, Inactive, Requires Review)
• Type of Relationship (Parent, Subsidiary, Partner, Other)
• Notes

Use Case

The Vendor Supplier Related Companies table is used to store the related companies (Parent/Subsidiary/Partner) to the Vendor Supplier in the Vendor Supplier Profile. They are not created in the Companies table because they may be duplicates of existing companies, and the Vendor Supplier Manager is not expected to review each of the subsidiary companies or the parent company to check if they are a duplicate record.

Image RemovedVendor Related Companies Record ViewImage Added

Records in this table can be edited only when their latest Vendor Supplier Profile is in Draft, Pending Review or Pending Vendor Supplier status.

Records in this table are expected to be created via a Vendor Supplier Profile record.

Automation

Rules in the Vendor Supplier Stakeholder table include:

• Create: All Create Actions: this rule runs after a new Vendor Supplier Related Company record is created. It sets the link to the related Vendor Supplier Profile.
• Edit: All Edit Actions: this rule runs when the record is edited.
  • If an active company is modified by a VendorSupplier, update Status to Requires Review
• Create/Edit: Append Notes to Vendor Supplier Profile Internal Notes: this rule runs when the record is created or edited, and there are new Internal Notes. It goes into the Vendor Supplier Profile record and copies the latest Internal Notes to the Internal Notes field in that record.

Workflow

The Vendor Supplier Related Companies table has a very simple workflow of three statuses with no executed actions. Records are always created in Requires Review status.

Vendor Related Companies Workflow

Ownership

Vendor Supplier Related Companies records are owned by the record Creator. The field by which the ownership is determined is user Login.