Overview

Use Sub Suppliers to review and organize sub-supplier Accounts used in Market activities. Sales representatives, account managers, purchasing officers, and project managers can use this list to locate sub-supplier records by name and review their displayed type, market segment, and active status.

The feature provides two views: accounts for sub-supplier account records and all for the broader list view. You can also search the displayed records and configure a saved list layout for your day-to-day review.

Settings

Before working with a large number of sub-supplier records, configure a list layout that shows the columns your team needs. The available layout controls affect how the Sub Suppliers list is displayed; they do not create or change the underlying Account information.

Control	Purpose
Layout name	Names a list layout.
Select...	Selects an available item.
Standard Layout	Selects the standard list layout.
Add Layout	Starts a new layout.
Save	Saves the layout.
Update Current	Updates the current layout.
Delete Current	Deletes the current layout.
Delete	Deletes the selected item.
Columns Chooser	Opens the column selection tool for the list.
Settings (icn icn-settings)	Opens the available settings controls.
Cancel	Cancels the current layout action.

Select Settings (icn icn-settings) when you need to manage the current list layout.

Sub Suppliers

Choose Standard Layout if you want to return to the standard list presentation, or select Add Layout to prepare a separate layout for a specific review purpose.
Enter a clear value in Layout name for a new layout. For example, use a name that identifies the team or review purpose, such as “Purchasing Review.”
Select Columns Chooser and adjust the displayed list columns as required for your review. The available list includes columns such as Display name, Full name, Type, Market segment, and Active.
Select Save to save a new layout. When working with an existing layout, select Update Current to update the current version instead.

Note: Use Cancel if you decide not to save or update the layout. Use Delete Current or Delete only when you intend to remove a layout or selected item.

Workflow

Open the Sub Suppliers workspace by selecting Sub-supplier from the available navigation controls. Decide whether you need to work with sub-supplier Accounts specifically or review the wider list.

Sub Suppliers
Select accounts when your decision is to review sub-supplier Account records. Use the displayed columns to identify the relevant record by its Display name or Full name, then review its Type, Market segment, and Active information.
Select all when your decision is to review the complete available list rather than the Accounts view. Use this view when you need a broader comparison of listed records before narrowing your search.
Enter a name or other identifying text in Search when you need to locate a record in the current view. Review the resulting displayed records and confirm that the Display name, Full name, Type, Market segment, and Active columns identify the intended sub supplier.
Select New when the decision is to begin a new sub-supplier record. Complete the record in the entry screen that opens and follow the available controls there to finish the record. The supplied list screen does not expose the entry fields or completion action for a new record.
Select Settings (icn icn-settings) when the decision is to change the list presentation rather than the records themselves. Use Columns Chooser to adjust visible columns, then select Save for a new layout or Update Current for the current layout.

Tip: Search within the view you are using. If a record is not visible in accounts, review all before assuming that the record is unavailable.

Accounts

The accounts tab contains sub-supplier Account records. Use this stage to review the business identity and classification shown in the list, including Display name, Full name, Type, Market segment, and Active. This view is appropriate when you need to identify a sub supplier for commercial, purchasing, or project-related review.

No control is provided on this screen to move a record into or out of the accounts tab. Use the displayed columns and Search to locate and review records in this stage.

All

The all tab provides the broader list view. Use it to review displayed records across the available list and compare the same identifying and classification information, including Display name, Full name, Type, Market segment, and Active.

No control is provided on this screen to move a record into or out of the all tab. Use Search to narrow the records displayed in this stage, and use Columns Chooser if your current layout does not show the information needed for the review.

Examples

A purchasing officer needs to check whether a sub supplier named “Northwind Electrical Supply” is available for an upcoming Buyout.

Select Sub-supplier and open the accounts tab.
Enter
```
Northwind Electrical Supply
```
in Search.
Review the matching list entry. Confirm the Display name and Full name, then review the Type, Market segment, and Active columns before using the account as the basis for further purchasing review.
If the purchasing officer needs a more focused list, select Settings (icn icn-settings) and then Add Layout.
Enter
```
Purchasing Review
```
in Layout name, select Columns Chooser, and retain the columns needed for the review, such as Display name, Type, Market segment, and Active.
Select Save. The purchasing officer can then use the saved layout when reviewing sub suppliers for future Buyout activity.

Tips

Tip: Keep Display name and Full name visible in your layout so that you can distinguish similarly named sub-supplier Accounts during searches.

Warning: Before selecting Delete Current or Delete, confirm that you are removing the intended layout or selected item. These actions are separate from simply cancelling an unsaved change.

Troubleshooting

Symptom	Likely cause	Fix
The expected sub supplier does not appear after searching.	The search text may not match the displayed record information, or the record may not be visible in the current tab.	Clear or revise Search, then review both accounts and all.
The list does not show the information needed for review.	The current layout may not include the required columns.	Select Settings (icn icn-settings), open Columns Chooser, adjust the columns, and select Update Current or Save.
Changes to a layout are not retained.	The layout action may have been cancelled or not saved.	Use Save for a new layout, or Update Current when modifying the current layout.
The standard list view is required again.	A custom layout is currently in use.	Select Standard Layout to use the standard list presentation.