Reference Utility Setup

Corporate Parents - (required, if using Vendor Online Application)

Under Corporate Parents/Corporate Owners, a change was made to allow users to enter an e-mail and/or fax address. This is also the place where users can review their converted Corporate Parents/Corporate Owners data.

Reference Utility - Corporate Parents - Corporate Parent

Reference Utility - Corporate Parents - Corporate Owner

Images and Logos - (required, if using Vendor Letter)

Vendor Managers have the ability, with the new vendor changes, to create vendor letter templates. Part of that new functionality is the ability to include an image or a logo when the template is being built.

Reference Utility - Images and Logos - Maintain Images and Logos

Reference Utility - Images and Logos - Image or Logo

Maintain Monitoring Resources - (required, if performing Monitoring Visits)

Provide a new maintenance function to allow add, edit, and delete of monitoring resources. A monitoring resource can be a staff member, an individual who is not a staff member, or a more generic identifier for an organization or group. In order to utilize the Monitoring Visit functionality, resources must be added.

Reference Utility - Monitoring Resources - Maintain Monitoring Resources

Reference Utility - Monitoring Resources - Add Monitoring Resource

Maintain Owners - (required, if using Vendor Online Application)

The application did not change for Owners, however, if a State had Owner information converted this would be the place to verify the converted data.

Reference Utility - Owners/Partners - Maintain Owners/Partners

Reference Dictionary - (required)

With the addition of several new functions to the Vendor application, Reference Dictionary categories were created and are initially seeded upon install. The new entries are defined below in the table. If the category is marked as State Defined = "N", they will not appear in the Category drop-down list box.

Reference Utility - Reference Dictionary - Reference Dictionary

Reference Utility - Reference Dictionary - Reference Dictionary Entry

Violation Classification - (required, if using Violations)

In order to utilize the Violation Types, users will need to define Violation Classifications.

Reference Utility - Violation Classifications - Violation Classifications

Reference Utility - Violation Classifications - Violation Classification

Violation Types - (required, if using Violations)

Violation Types are pre-seeded. Users can modify the characteristics of a violation or add new ones.

Reference Utility - Violation Types - Violation Types

Wholesalers - (required, if using Vendor Online Application)

Milk Wholesalers was removed as a Function from the Reference Utility and was replaced by Wholesalers. This new Function allows users to define a Wholesaler as being more than one type. Additionally, some States chose to have their Wholesalers converted to the new format. Verification of data can be completed via this Function in Reference Utility.

Reference Utility - Wholesalers - Maintain Wholesalers

Reference Utility - Wholesalers - Wholesaler

See Also

• Management Console Setup

• Vendor Setup

• Vendor 2.14.06 Release Features