Suspend Contractor

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Contractor Services subsystem and allows authorized Prequalification users to suspend a prequalified contractor. When the contractor is suspended, their Prequalification Certificate is automatically expired with a reason of ‘Suspended’, and their status is set to Suspended. For audit purposes, the user name and the date and timestamp of the suspension are captured. Suspended contractors cannot submit bids and cannot be awarded a contract. The Suspend Contractor function is only available when the contractor’s Prequalification Status is Qualified.
</BLOCKQUOTE> 
<H2 class=form>Quick Navigation</H2>
<BLOCKQUOTE>The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=199>From this screen…</TD>
<TD width=391>perform this action:</TD></TR>
<TR vAlign=top>
<TD width=199>Navigation Bar</TD>
<TD width=391>Select Contractor Services option, followed by Contractor Information option</TD></TR>
<TR vAlign=top>
<TD width=199>Contractor Information home page, Contractor Search </TD>
<TD width=391>Enter full or partial key in Business Partner name field
Click SEARCH button</TD></TR>
<TR vAlign=top>
<TD width=199>Contractor Information Search Results screen</TD>
<TD width=391>Click the business partner hyperlink</TD></TR>
<TR vAlign=top>
<TD width=199>Contractor screen</TD>
<TD width=391>Click EDIT button
Click SUSPEND button
Confirm action</TD></TR>
<TR vAlign=top>
<TD width=199>Comments pop-up window</TD>
<TD width=391>Enter suspension reason
Click OK button</TD></TR>
<TR vAlign=top>
<TD width=199>Contractor screen</TD>
<TD width=391>Message prompts you to generate new Certificate. Click OK to generate or CANCEL to continue suspension processing without generating</TD></TR></TBODY></TABLE></BLOCKQUOTE> 
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>

<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=151>User Action</TD>
<TD width=439>Result</TD></TR>
<TR vAlign=top>
<TD width=151>Open your browser software and access the ECMS Welcome page.</TD>
<TD width=439>The ECMS Welcome page is displayed with the navigation bar on the left.</TD></TR>
<TR vAlign=top>
<TD width=151>Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.</TD>
<TD width=439>The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).</TD></TR>
<TR vAlign=top>
<TD width=151>From the navigation bar, select the Contractor Services option. </TD>
<TD width=439>The Contractor Services options available to your user group are displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Select the Contractor Information option under Contractor Services on the navigation bar.</TD>
<TD width=439>The Contractor Information home page is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>In the Contractor Search section, enter the full Business Partner name or a partial key in the Business Partner field.</TD>
<TD width=439>The Contractor Search Results screen is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Click the business partner hyperlink for the business partner you wish to suspend.</TD>
<TD width=439>The Contractor screen is displayed in read mode.</TD></TR>
<TR vAlign=top>
<TD width=151>Use the down arrow icon at the upper left of the display to jump to the bottom of the screen.</TD>
<TD width=439>The lower portion of the screen is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Click the EDIT button.</TD>
<TD width=439>The screen switches to edit mode.</TD></TR>
<TR vAlign=top>
<TD width=151>Click the SUSPEND button.</TD>
<TD width=439>A message is displayed asking you to confirm that you want to suspend this contractor.</TD></TR>
<TR vAlign=top>
<TD width=151>Click OK on the message box.</TD>
<TD width=439>The message box closes, and the Comments pop-up window is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Enter the suspension reason and click the OK button.</TD>
<TD width=439>The Comments window closes, and a second message box is displayed asking whether you want to generate a new Certificate for the contractor.</TD></TR>
<TR vAlign=top>
<TD width=151>Click OK on the message box.</TD>
<TD width=439>The message box closes, and a ‘please wait’ message is displayed. When processing is completed, a ‘successful’ message is displayed.
Note: If you clicked OK at the prompt to generate a new Certificate, the suspension processing occurred, and a new Certificate was generated. If you clicked CANCEL at the prompt, the Certificate was not generated, but the suspension processing still occurred.</TD></TR>
<TR vAlign=top>
<TD width=151>Click OK on the message box.</TD>
<TD width=439>The message box closes, and you are returned to Contractor screen. The Prequalification Status has been changed to Suspended. </TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

This function is part of the Contractor Services subsystem and allows authorized Prequalification users to suspend a prequalified contractor. When the contractor is suspended, their Prequalification Certificate is automatically expired with a reason of ‘Suspended’, and their status is set to Suspended. For audit purposes, the user name and the date and timestamp of the suspension are captured. Suspended contractors cannot submit bids and cannot be awarded a contract. The Suspend Contractor function is only available when the contractor’s Prequalification Status is Qualified.

Quick Navigation

The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.

From this screen… perform this action:

Navigation Bar Select Contractor Services option, followed by Contractor Information option

Contractor Information home page, Contractor Search Enter full or partial key in Business Partner name field
Click SEARCH button

Contractor Information Search Results screen Click the business partner hyperlink

Contractor screen Click EDIT button
Click SUSPEND button
Confirm action

Comments pop-up window Enter suspension reason
Click OK button

Contractor screen Message prompts you to generate new Certificate. Click OK to generate or CANCEL to continue suspension processing without generating

Step-by-Step Directions

User Action Result

Open your browser software and access the ECMS Welcome page. The ECMS Welcome page is displayed with the navigation bar on the left.

Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key. The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).

From the navigation bar, select the Contractor Services option. The Contractor Services options available to your user group are displayed.

Select the Contractor Information option under Contractor Services on the navigation bar. The Contractor Information home page is displayed.

In the Contractor Search section, enter the full Business Partner name or a partial key in the Business Partner field. The Contractor Search Results screen is displayed.

Click the business partner hyperlink for the business partner you wish to suspend. The Contractor screen is displayed in read mode.

Use the down arrow icon at the upper left of the display to jump to the bottom of the screen. The lower portion of the screen is displayed.

Click the EDIT button. The screen switches to edit mode.

Click the SUSPEND button. A message is displayed asking you to confirm that you want to suspend this contractor.

Click OK on the message box. The message box closes, and the Comments pop-up window is displayed.

Enter the suspension reason and click the OK button. The Comments window closes, and a second message box is displayed asking whether you want to generate a new Certificate for the contractor.

Click OK on the message box. The message box closes, and a ‘please wait’ message is displayed. When processing is completed, a ‘successful’ message is displayed.
Note: If you clicked OK at the prompt to generate a new Certificate, the suspension processing occurred, and a new Certificate was generated. If you clicked CANCEL at the prompt, the Certificate was not generated, but the suspension processing still occurred.

Click OK on the message box. The message box closes, and you are returned to Contractor screen. The Prequalification Status has been changed to Suspended.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:56:36 AM

From this screen…	perform this action:
Navigation Bar	Select Contractor Services option, followed by Contractor Information option
Contractor Information home page, Contractor Search	Enter full or partial key in Business Partner name field Click SEARCH button
Contractor Information Search Results screen	Click the business partner hyperlink
Contractor screen	Click EDIT button Click SUSPEND button Confirm action
Comments pop-up window	Enter suspension reason Click OK button
Contractor screen	Message prompts you to generate new Certificate. Click OK to generate or CANCEL to continue suspension processing without generating

User Action	Result
Open your browser software and access the ECMS Welcome page.	The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.	The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Contractor Services option.	The Contractor Services options available to your user group are displayed.
Select the Contractor Information option under Contractor Services on the navigation bar.	The Contractor Information home page is displayed.
In the Contractor Search section, enter the full Business Partner name or a partial key in the Business Partner field.	The Contractor Search Results screen is displayed.
Click the business partner hyperlink for the business partner you wish to suspend.	The Contractor screen is displayed in read mode.
Use the down arrow icon at the upper left of the display to jump to the bottom of the screen.	The lower portion of the screen is displayed.
Click the EDIT button.	The screen switches to edit mode.
Click the SUSPEND button.	A message is displayed asking you to confirm that you want to suspend this contractor.
Click OK on the message box.	The message box closes, and the Comments pop-up window is displayed.
Enter the suspension reason and click the OK button.	The Comments window closes, and a second message box is displayed asking whether you want to generate a new Certificate for the contractor.
Click OK on the message box.	The message box closes, and a ‘please wait’ message is displayed. When processing is completed, a ‘successful’ message is displayed. *Note: If you clicked OK at the prompt to generate a new Certificate, the suspension processing occurred, and a new Certificate was generated. If you clicked CANCEL at the prompt, the Certificate was not generated, but the suspension processing still occurred.*
Click OK on the message box.	The message box closes, and you are returned to Contractor screen. The Prequalification Status has been changed to Suspended.