The Select Supplier action allows you to select or change the supplier for a service. This is used for third-party services where you need to specify which supplier will fulfill the service, such as hotels, transportation, or catering providers.
This transition screen is added within a Service Workflow.
Compared to the OrderThirdPartyService transition screen, SelectSupplier does not show too many additional fields, such as the email message template. Use this if all you need to update is the supplier, quantity, and remarks of third-party services.
When to Use
- When assigning a supplier to a new service
- When changing the supplier for an existing service
- When the service requires selecting from multiple possible suppliers
- When ordering services that have a pick-list of suppliers configured
Contents:
Transition properties
SelectSupplier transition screen
Product settings
| Product setting | Description | Example |
|---|---|---|
| Is Delivery Date Applicable | Indicates if the 'Delivery Date/Time' field is shown in the transition. | |
| Use delivery date or service date as price reference date | Indicates if the ‘Delivery Date/Time’ field is mandatory for pricing. | |
| AllowSelectionOfSupplier | Product must have this enabled or have configured suppliers |
Configuration string settings
The following ‘Configuration string' settings can be set on the transition in Service workflows.
All settings must be separated by a semi-colon ';'. If not specified the default settings apply.
| Configuration string | Type | Default | Description | Example |
|---|---|---|---|---|
| IsSupplierMandatory | Boolean | true | Indicates if the supplier field is mandatory for the transition. If false the transition supplier can be left blank. | |
| ShowQuantity | Boolean | False | By default, the 'Quantity' field does not appear in the SelectSupplier transition screen. To show the Quantity field, ensure the 'Configuration string' ShowQuantity=true is added to the Service Workflow along with the transition. |
ShowQuantity=True |
| ShowServiceInternalRemarks | Boolean | True | Indicates if the Internal Remarks field is shown in the transition (default is to show). | |
| ShowServiceExternalRemarks | Boolean | True | Indicates if the External Remarks field is shown in the transition (default is to show). | |
| Quantity | int | - | Sets a fixed quantity value (only if ShowQuantity enabled) | |
| Description | string | - | Description text shown below quantity field (only if ShowQuantity enabled) | |
| OnCancelSetQuantityToZero | string | true | Controls "set quantity to zero" checkbox (only when transitioning to cancelled state) | |
| OnCancelAddExternalRemark | string | *Cancelled* | Text prepended to external remarks when cancelled |
What Happens When You Submit
In Edit Mode:
- The supplier is validated (if mandatory)
- The selected supplier is saved to the service
- If delivery date was entered, it's saved
- If quantity was entered (and ShowQuantity enabled), it's saved
- Remarks are saved
- The service moves to the next workflow state
- An audit log entry is created
In Add Mode (Start Transition):
- The supplier is validated (if mandatory)
- A new orderline is created with the selected supplier
- Quantity defaults to 1 (or entered value if ShowQuantity enabled)
- Delivery date and remarks are saved
- The service is added to the order
- An audit log entry is created
Important Notes
Single Service Only
This transition only works when a single service is selected or when used as a start transition (no services selected).
Default Remarks Visibility
Unlike most service transitions, SelectSupplier shows BOTH internal and external remarks by default.
Delivery Date Section
The delivery date/time section only appears if the product has "Delivery date applicable" enabled. This is useful for services like hotel bookings or scheduled deliveries.
Supplier Dropdown Population
The supplier dropdown is populated based on:
- Suppliers configured for the product at the location
- Or all suppliers if the product has "Allow selection of supplier" enabled
Tips
- Use IsSupplierMandatory=false when the supplier might not be known yet
- The delivery date is useful for services that need scheduling
- Internal remarks are good for noting supplier contact details or special instructions
- External remarks appear on customer documents and supplier communications
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