Trying to find the best approach to categorize our vendors.
We have options like
- Product Vendors
- Suppliers
- Contractors
- Consultants
- Utilities
Outside of development and adding a custom field I can think of three ways to do this.
- Dimension
- Responsibility Center
- Vendor Posting Groups
Dimension seems easiest to do however it will not show up on the vendor card view to visualize or ensure it gets entered.
We don't use Responsibility Center and not sure if we will. One benefit is we can restrict users to assigned responsibility centers so they would see a subset of vendors. However the list is visible on other entities and can be misconfigured. I do not know if we can make responsibility centers mandatory for only vendors.
Vendor Posting groups seems to be the best option. It is required field, visible on the vendor card, and I assume we can report against it. I'm still new to BC and still working to get a better understanding of posting groups. Would there be any drawbacks to go with vendor posting groups for categorization?