Business Relationships

The Business Relationship module allows you to define relationships between employees and vendors, to highlight possible conflicts of interest.  When a Business Relationship is defined, any Requisitions/Purchase Orders will show that there is a possible conflict of interest.

To add a new Business Relationship

To add a record, click on the green plus sign (above), or click File/Add New or do CTRL-N.

• In the employee field, type in the employee's ID number, or part or all of the name.  The system will attempt to find the employee, and fill it in, if found.
• Leave the Active check box checked
• Choose the relationship between the employee and the relation who is affiliated with the business.  If the employee is the person affiliated with the business, chose Self, and the employee name will fill in automatically.
• Type in all or part of the name of the relative.  The system will check to see if this person is already in the system (likely from the insurance data).  If the person is, it will show.  It will also change the relationship if that is already defined.
• In the Business fields, type the vendor number, if known in the first field, or all or part of the vendor name in the second field.  If the vendor doesn't exist, the system will ask if you'd like to add it.
• Select or type in the starting date for the business relationship.  If it is unknown, just use the starting date for the current fiscal year.
• If the relationship will have an ending date, type that in.
• Add any notes that would be useful.
• Click on the Save button (looks like a diskette) or click File/Save or do CTRL-S