Define Party List

Explanation

This activity is used to create a party list. Party lists are used to specify a list of stakeholders pre-qualified to get a work order request when inviting tenders on a work order. This data is entered when creating work order requests. The stakeholders that can be configured are Customer, Supplier, Contractor, Manufacturer and Owner. Party lists are specified per site but it can be specified that the party list can be selected for all work orders regardless of the work orders site.

Prerequisites

The stakeholders should be defined in the system.

System Effects

As a result of this activity, the created party lists can be used on work order requests.

Window

Equipment Basic Data

Related Window Descriptions

Equipment Basic Data
Equipment Basic Data/Party List

Procedure

1. Open the Equipment Basic Data window and click the Party List tab.
2. Create a new record (F5).
3. Enter values in the Party List ID and Description fields.
4. Enter a value in the Site field or use the List of Values to select a suitable value.
5. Save the record (F12).
6. Double-click on the table to create a new line.
7. Select values for the Party Type and Party Identity fields.
8. Optionally, modify the value in the Valid From field and enter a value in the Valid To field.
9. Save the record (F12).
10. If necessary, repeat steps 6 to 9 to enter more party types for the party list.