NDA

[rcheremeh]

Can NDA status be added in Cetec with each vendor, where if the NDA expires, Cetec will flag you or not allow the use of that vendor until the NDA is valid?

[cetecerp31]

@rcheremeh

I would recommend setting up a vendor bonus column: How To Create Your Own Custom Fields

This is fully customizable. I recommend using the Date format: /react/bonuscolumns/Vendor/edit

Let me know if that works for you!

Cetec ERP Support Team

[rcheremeh]

Is there anyway to be alerted if the NDA date is has expired based on the date the user enters a PQuote or PO

[tej (TS)]

@cetecerp31

I would like to know how to do this as well. I understand can set up a bonus column but @rcheremeh’s question about setting alerts would be very useful. I can see many efficiencies out of this if you could advise how this can be done.

[cetecerp31]

@rcheremeh

I have reached out to the product development team to put this suggestion on their radar.

Thanks,

Cetec ERP Support Team

[rcheremeh]

Thank you very much

[cetecerp31]

@rcheremeh @tej

Currently the bonus column solution is the best way to address this. In the future, product development might expand on bonus columns to be more robust. If anything, this will allow you to set the NDA Field and you can set up a manual Reminder for the expiration date.

Thanks,

Cetec ERP Support Team

[rcheremeh]

Thank you for looking into this.
That would be great feature to add.