Frequently asked questions and messages

Manual — Suppliers, contacts and workforce · chapter 8 of 8

Message	Where	Why	What to do
Required	New Supplier / New Contact	a field marked with * is missing	fill in the field
Name required	supplier record (Edit)	the name was erased	fill in the name
Last name required	contact record (Edit)	the last name was erased	fill in the last name
Contact already linked to this supplier	Link contact	the person is already linked to the supplier	nothing to do
Supplier inherited from a site above: it can only be changed in the site it belongs to	edit, delete or link	the supplier belongs to a site above the selected one	select the supplier’s site in the header
This job role is used in existing daily reports and cannot be removed	Workforce	there is a daily report with a quantity entered for the job role	keep the job role; rename it, if needed
This job role is used in SST (…) and cannot be removed	Workforce	the job role is in workers, matrix by job role, SST work instructions or risk inventory	keep the job role or change it in those registers first
Error loading supplier / Error loading contact	record opened through the address	the record was deleted or belongs to a site you do not reach	check the address; ask for access to the site, if applicable
No permission to access this module	Suppliers / Contacts	the profile does not have Read on Contacts / Suppliers	ask the administrator to adjust the profile
You do not have permission for this action	any screen	the profile does not have the required level (chapter 1)	ask the administrator to adjust the profile

Frequently asked questions

• What is the difference between a supplier and a contact? A supplier is the company; a contact is the person. A contact can be linked to several suppliers, and a supplier to several contacts. Neither of them logs in to H2O — whoever logs in is a user.
• Does H2O fill in the supplier data from the CNPJ? No. The supplier’s CNPJ (Tax ID) is free text. The data only comes in automatically when the supplier is created by an invoice (name, address and phone from the invoice).
• A supplier appeared that nobody registered. It was created by an invoice approved by Engineering, with an issuer CNPJ that did not exist in the register. It stays at the company root and appears in all sites as inherited.
• The invoice created a duplicate supplier. The supplier you registered had no CNPJ (or had another one). Fill in the CNPJ in your record so the next invoices find it — the comparison uses only the digits. The supplier created by the invoice keeps the entries of that invoice in Asset Management; H2O does not merge the two records.
• Why can I not edit this supplier? Either it is inherited from a site above (yellow badge; change it with its site selected), or the profile does not have Edit on Contacts / Suppliers.
• I registered a contact and it does not appear in Link contact. The selector shows the contacts of the selected site (and of the sites above marked as recursive). Check the contact’s site — in the contact list, turn on the Entity column.
• Do Direct and Indirect change anything? Only the daily report: they define in which panel the job role appears (Direct or Indirect Workforce). In SST they make no difference.
• Why can I not delete a job role? It has already been used in a daily report or in SST (the message says where). Job roles with history stay in the register.
• The daily report says “No roles configured”. The project’s site and the sites above have no job roles in Workforce. Register them with the project’s site selected.
• The supplier does not appear in the daily report workforce. Add it to the project Team (type Suppliers).
• Does the inherited supplier appear in the ticket? Yes: the supplier selectors of the ticket, the NCR and the SST trainings show the site’s suppliers and those inherited from above. If it does not appear, check that the site selected in the header is below the supplier’s site.
• Can I export the supplier list? Yes, through the list’s own Export icon (Excel or PDF, of the page or of everything the filter found).