CDM uses Vendor in the current interface and Contractor in some established records and Help Center sections. Vendor and contractor refer to the same business record here.

Vendor or Contractor Status communicates whether the business is approved, limited, inactive, probationary, suspended, or debarred. Statuses affect staff judgment when inviting bids, awarding work, reviewing compliance, and approving payments.

Status Values

CDM supports these contractor statuses:

• Active - Approved and Unlimited
• Active - Approved and Limited
• Inactive - Approved
• Probationary
• Suspended
• Debarred

How To Activate A Vendor

1. Open Vendors and select the Vendor record.
2. In the Business section, open Status.
3. Choose Active - Approved and Unlimited or Active - Approved and Limited.
4. Choose Save.

Use the limited active status only when the Vendor is approved with restrictions, and describe the limitation in notes or remarks.

This activates the Vendor business record. It is separate from Vendor Portal access: Reactivate on a disabled portal contact restores only that contact's portal access and does not activate the Vendor record.

Vendor Record Status Versus Vendor Portal Access

The Vendor record's Status and a Vendor Portal contact's access are separate controls. A disabled portal contact's Reactivate action restores only that contact's portal access; it does not activate the Vendor record. To activate the Vendor record, change Status in the Business section and choose Save.

Active - Approved and Unlimited