Supplier Directory

Manage vendor and contractor relationships within MRI Evolution procurement and resource management system. Suppliers provide services, goods, and resources across contract divisions, supporting purchase order workflows, resource allocation, and comprehensive vendor management for facility operations.

Settings > Finance > Suppliers
or
Facilities > Suppliers

The link will open the Supplier grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Supplier click New , to edit an existing Supplier click Edit . A pop up window will appear which will allow the creation or amendment of a Supplier.

Click to view - Details tab Fields and Descriptions

Field Name	Description
Supplier Name	The name of the Supplier.
Supplier Code	The code of the Supplier.
Correspondence Address
Contact	The Supplier primary contact name for correspondence.
Address	The address to send all correspondence.
Postcode	The postcode of the Supplier for correspondence .
Country	From the drop down select the Country of the Supplier for correspondence - for more information see Countries.
Telephone	The phone number for correspondence enquiries.
Fax	The fax number for correspondence enquires.
Email	Primary email address to be used for correspondence.
Email 2	Available from 6.5.0.0 Secondary email address to be used for correspondence.
Invoice Address
Contact	The Supplier primary contact for invoices.
Address	The address to send all invoices.
Postcode	The postcode of the Supplier for invoices.
Country	From the drop down select the Country of the Supplier for invoices - for more information see Countries.
Telephone	The phone number for invoice enquiries.
Fax	The fax number for invoice enquires.
Details
Web Address	The URL of the Supplier's website.
Internal Supplier	Check the box to mark the Supplier as internal.
Supplier On Hold	Check the box to mark the Supplier as On Hold - for use in suspending supplier in the Purchase Order Module.
Comments	Free text comments pertinent to the Supplier.
Category	From the drop down select the Supplier Category. - Goods and Service - can be used as a Supplier throughout the system. - Goods - can only be used within the Purchase Order module to purchase goods from. - Service - can only be used to supply services and cannot be used to purchase goods.
Next Invoice Number	The next number to be used for Supplier related invoice numbering.
Tax Number	The supplier's official tax registration number in free-format text (e.g., VAT registration number in UK/EU like "GB123456789", GST number, Federal Tax ID/EIN in US, ABN in Australia, or equivalent regional tax identifier). This identifier verifies the supplier's tax compliance status, enables tax reclaim processing on invoices, validates intra-EU supply transactions, and ensures correct tax treatment on purchase orders. Essential for audit trails, cross-border procurement compliance, and submitting VAT returns or sales tax reports to revenue authorities. For UK suppliers, the VAT number format is GB followed by 9 or 12 digits. Store exactly as shown on supplier invoices to facilitate automated invoice matching and validation. Required for supplier due diligence and financial reporting to tax authorities.
Invoice Prefix	The prefix of all Invoices generated for this Supplier.
Credit Risk	A numerical score or rating (typically 0-100 or 1-10 scale, where higher numbers indicate greater risk) assessing the supplier's financial stability, creditworthiness, and likelihood of business failure based on credit agency reports (Dun & Bradstreet, Experian, Equifax) or internal financial analysis. Used by procurement and finance teams to determine appropriate payment terms, set purchase order spending limits, require upfront deposits, or mandate performance bonds for high-risk suppliers. Scores can trigger warnings when raising large purchase orders with financially unstable suppliers, helping prevent supply chain disruption and financial loss from supplier insolvency. Update regularly (annually or quarterly) from credit reference agencies to maintain accurate supplier risk profiles. High risk scores may require approval escalation before commitment.
Next PO Number	The next number to be used for Supplier related Purchase Order numbering
Next PO Request Number	The next number to be used for Supplier related Purchase Order request numbering

Click to view - Other Tab - Supplier Fields and Descriptions

Field Name	Description
Insurance Details
From Date	The date the Supplier's insurance is valid from.
Expiry Date	The date the Supplier's insurance expiries.
Renewal Date	The date the Supplier's insurance is renewed.
Policy Details	Free-form text field to record essential insurance policy information for this supplier, including policy number, insurance company name, coverage types (Public Liability, Employers' Liability, Professional Indemnity), coverage amounts (e.g., £5M public liability, £10M professional indemnity), and any special terms or exclusions. Critical for contractor compliance verification before permitting site access or awarding contracts, ensuring suppliers carry adequate insurance to cover potential property damage, injuries, or professional errors. Used during supplier vetting, contract award due diligence, and periodic compliance audits. Include policy number for quick verification with insurers if claims arise. Reference the Renewal Date field to schedule annual insurance certificate reviews and prevent working with uninsured contractors. Maximum 1000 characters for comprehensive details.

Complete the fields and click Save . Once the Supplier header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

Contracts
Resources
Assign Categories
Contacts
Branch Suppliers
Blanket Orders
Published Accounts
Contractor Admin

Available from 5.5.0.0

Suppliers are one of the system entities that can have Supply Chain Surveys enabled in Table Catalog, in a similar way to enabling Hazard / Alert Types against an entity.

Once enabled against the Suppliers entity, a new sub navigation will become available in the System sub navigation group of the Suppliers input panel:

Surveys

Contracts

Resources

Assign Categories

Contacts

Branch Suppliers

Click to view more detail.

Suppliers can have branches based in different Locations to their main headquarters. Branches can then be used within the Purchase Order Module to reflect where goods are being delivered from.

Settings > Finance > Suppliers - Branch Suppliers
or
Facilities > Suppliers - Branch Suppliers

The link will open the Suppliers / Branch Suppliers grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Supplier Branch click New , to edit an existing Supplier Branch click Edit . A pop up window will appear which will allow the creation or amendment of a Branch Supplier.

Click to view - Branch Suppliers Fields and Descriptions

Field Name	Description
Branch Name	The name of the Branch.
Branch Address	The address of the Branch.
Postcode	The postal code (UK format like "EC1A 1BB") or ZIP code (US format like "90210") for this specific supplier branch location. Used to identify the nearest supplier branch to your site locations for efficient delivery routing, urgent material call-offs, and minimizing delivery lead times. Enables geographic analysis of supplier distribution, identifying potential supply chain risks from over-reliance on distant branches, and optimizing local sourcing strategies. When multiple branches exist, the system can suggest the closest branch for purchase order delivery addresses, reducing freight costs and carbon footprint. Also supports supplier performance analysis by branch location and helps demonstrate local supplier engagement for corporate social responsibility (CSR) reporting. Must be a valid postal delivery code matching the branch address.
Country	The country of the Branch - for more information see Countries
Telephone	The telephone number of the Branch.
Fax	The fax number of the Branch.

Complete the fields and click Save and Close .

Blanket Orders

Click to view more detail.

Blanket Orders are used within the Purchase Order Module .

A Blanket Order is designed to cover the costing for multiple delivery dates scheduled over a period of time. A blanket order is usually used when there is a recurring need for expendable goods.

Settings > Finance > Suppliers - Blanket Orders
or
Facilities > Suppliers - Blanket Orders

The link will open the Suppliers / Blanket Orders grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Blanket Order click New , to edit an existing Blanket Order click Edit . A pop up window will appear which will allow the creation or amendment of a Blanket Order.

Click to view - Blanket Order Fields and Descriptions

Field	Description
Prefix	The prefix of the Blanket Order.
Contract	From the drop down select the Contract the Blanket Order is to be associated with - for more information see Contracts.
Valid From	Enter the date the Blanket Order is valid from.
Valid To	Enter the date the Blanket Order is valid to.
Order Limit	Enter the maximum value in pounds for the Blanket Order.
Order Total	Auto-calculated with all purchase orders that have been associated with the Blanket Order.
Orders	Auto-populated with the number of orders associated with the Blanket Order.
Items	Auto-populated with the amount of items associated with the Blanket Order.
Description	Enter a general description of the Blanket Order.
Item limit	Enter the maximum number of items that can be ordered on this Blanket Order.
Alternate PO Template	The report name of a non-standard purchase order template to use when placing orders through this Blanket Order.

Published Accounts

Contractor Admin

Click to view more detail.

Available from 5.3.0.0

Contractor Admin is used to 'on board' Suppliers and create new users within the Contractor Gateway. The Supplier must be activated as a Sub Tenant and then new Users can be created. These users will then be invited to join the Contractor Gateway.

The link will open the Supplier / Contractor Admin grid. It is a grid view which can be searched, sorted and customised as normal.

To activate the Supplier as a sub tenant click Activate Sub Tenant , from the drop down select the MRI Dreamscape Tenant

To suspend the Supplier from Contractor Gateway click Suspend Sub Tenant

Click to view Contractor Admin Fields and Descriptions

Fields	Description
Contractor Gateway Status	Auto-populated to show the Contractor Gateway status of the Supplier
Activation Date	Auto-populated to show the date the Supplier was activated for Contractor Gateway
Contractor Gateway URL	Auto-populated to show the URL of the assigned Contractor Gateway

Additional Icons

Available from 5.3.0.0

Suppliers can be assigned a status to allow them to be easily moved to history of suspended. To change the status of a Supplier click Change Status

For more information or the create Supplier Statuses see Supplier Status

Supplier Directory

Settings > Finance > Suppliers or Facilities > Suppliers

Click to view - Details tab Fields and Descriptions

Click to view - Other Tab - Supplier Fields and Descriptions

Contracts

Settings > Finance > Suppliers - Contracts or Facilities > Suppliers - Contracts

Resources

Settings > Finance > Suppliers - Resources or Facilities > Suppliers - Resources

Assign Categories

Settings > Finance > Suppliers - Supplier Categories or Facilities > Suppliers - Supplier Categories

Contacts

Settings > Finance > Suppliers - Supplier Contacts or Facilities > Suppliers - Supplier Contacts

Branch Suppliers

Settings > Finance > Suppliers - Branch Suppliers or Facilities > Suppliers - Branch Suppliers

Click to view - Branch Suppliers Fields and Descriptions

Blanket Orders

Settings > Finance > Suppliers - Blanket Orders or Facilities > Suppliers - Blanket Orders

Click to view - Blanket Order Fields and Descriptions

Published Accounts

Settings > Finance > Suppliers - Published Accounts or Facilities > Suppliers - Published Accounts

Contractor Admin

Click to view Contractor Admin Fields and Descriptions

Additional Icons

Settings > Finance > Suppliers
or
Facilities > Suppliers

Settings > Finance > Suppliers - Contracts
or
Facilities > Suppliers - Contracts

Settings > Finance > Suppliers - Resources
or
Facilities > Suppliers - Resources

Settings > Finance > Suppliers - Supplier Categories
or
Facilities > Suppliers - Supplier Categories

Settings > Finance > Suppliers - Supplier Contacts
or
Facilities > Suppliers - Supplier Contacts

Settings > Finance > Suppliers - Branch Suppliers
or
Facilities > Suppliers - Branch Suppliers

Settings > Finance > Suppliers - Blanket Orders
or
Facilities > Suppliers - Blanket Orders

Settings > Finance > Suppliers - Published Accounts
or
Facilities > Suppliers - Published Accounts