ICI Supplier Relationship Management - Revision history

IDT-1 at 05:33, 5 August 2022

2022-08-05T05:33:10Z

WikiSysop at 06:55, 22 July 2022

2022-07-22T06:55:36Z

WikiSysop at 14:13, 6 June 2022

2022-06-06T14:13:59Z

WikiSysop at 13:39, 6 June 2022

2022-06-06T13:39:18Z

WikiSysop at 13:27, 6 June 2022

2022-06-06T13:27:34Z

WikiSysop at 13:16, 6 June 2022

2022-06-06T13:16:16Z

WikiSysop at 12:59, 6 June 2022

2022-06-06T12:59:15Z

WikiSysop at 12:53, 6 June 2022

2022-06-06T12:53:31Z

WikiSysop at 12:11, 6 June 2022

2022-06-06T12:11:58Z

WikiSysop at 12:09, 6 June 2022

2022-06-06T12:09:31Z

@@ Line 915: / Line 915: @@
 Users can modify any attributes of the vendor database apart from the unique set of supplier identifiers in Supplier Registration, Qualification or Profile.
 </div>
 == Supplier Onboarding Dashboard ==
 ICI Supplier Onboarding and Diversity Compliance App allows users with appropriate privileges to access the newly introduced “Dashboard” tile.&nbsp;<br/> To access the Supplier Onboarding Dashboard:
-.&nbsp;'''Click''' “Supplier Management” tile and then click “Dashboard”. The “Supplier Management Dashboard” page opens.
+.&nbsp;Click on “Supplier Management” tile on Home page.&nbsp;
-<div class="image-green-border">[[File:8.0-SRM-SupplierOnboardingDashboard.png|600px|8.0-SRM-SupplierOnboardingDashboard.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can access the following reports from the “Supplier Management Dashboard” page.</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-SRM-SupplierOnboardingDashboard.png|600px|8.0-SRM-SupplierOnboardingDashboard.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. Click on “Dashboard”. “Supplier Registration” dashboard opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can access the following reports from the “Supplier Management Dashboard” page.</div> <div class="image-green-border">&nbsp;</div>
 *Supplier Registration
 *Supplier Qualification&nbsp;
@@ Line 928: / Line 929: @@
 '''Supplier Registration Dashboard'''
-[[File:8.0-SupplierRegistrationDashboard.png|720px|8.0-SupplierRegistrationDashboard.png]]
+This Dashboard provides overall insight of Suppliers who are registered. Filters such as Registration Status, Annual Revenue, Country etc. facilitate user to get accurate data.&nbsp;
 Users can filter and view the supplier registration specific information such as&nbsp;:
@@ Line 940: / Line 943: @@
 '''Supplier Qualification Dashboard&nbsp;'''
-'''[[File:8.0-SupplerQualificationDashboard.png|720px|8.0-SupplerQualificationDashboard.png]]'''
+This Dashboard provides overall insight into Supplier Qualifications along with filters such as Case Status, Ownership Status, Supplier classifications etc.&nbsp;
 <div class="image-green-border">Users can filter and view the supplier qualification specific information such as:</div>
 *The number of qualifications filtered by its status.&nbsp;
@@ Line 949: / Line 959: @@
 '''Onboarding Dashboard'''
-'''[[File:8.0-SupplierOnboardingDashboard.png|720px|8.0-SupplierOnboardingDashboard.png]]'''
+This Dashboard provides an overview of onboarded suppliers. It has geographical distribution, Supplier on watchlist, Ownership structure section for better clarity on onboarded suppliers. It provides filters such as Profile Status, Products/ Services Provided etc.&nbsp;
 Users can filter and view the onboarding specific information such as:
@@ Line 960: / Line 977: @@
 '''Supplier Profile Dashboard'''
-'''[[File:8.0-SupplierProfileDashboard.png|720px|8.0-SupplierProfileDashboard.png]]'''
+This dashboard will provide specific supplier profile details along with its evaluation and qualification details.&nbsp;
 Users can search by the legal entity &nbsp; name and view the Supplier Profile specific information such as:&nbsp;
@@ Line 970: / Line 999: @@
 '''Note''': The supplier does have access to the Dashboard.&nbsp;
-&nbsp;
+'''Performance Evaluation Dashboard&nbsp;'''
+<ol start="7">
-&nbsp;
+<li>
+Click on “Supplier Evaluation” tab from bottom tabs.&nbsp;
-&nbsp;
+</li>
 == Working with Supplier Evaluation ==

@@ Line 1,082: / Line 1,082: @@
 <div class="image-green-border">[[File:8.1-EditEvaluation1.png|720px|8.1-EditEvaluation1.png]]</div>
 &nbsp;
@@ Line 1,087: / Line 1,088: @@
 Buyer organization often needs more information from suppliers when performing supplier evaluation. Suppliers are provided temporary and restricted access to ICI to provide missing documents. Suppliers can then submit the documents or raise queries.
 To perform supplier outreach:
@@ Line 1,107: / Line 1,112: @@
 *Reject: Allows rejecting the supplier evaluation documentation.
 <div class="image-green-border">[[File:8.1-SupplierEvaluation-RequestReview2.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
 === Adding Evaluation KPI ===

@@ Line 1,232: / Line 1,232: @@
 '''Note''': Approvers can request for additional information about the evaluation using the “Review Evaluation” option on the evaluation “Summary” page.&nbsp;
@@ Line 1,241: / Line 1,242: @@
 .&nbsp;'''Click''' “Recall” under the three dots on the supplier evaluation “Summary” page. The “Add Note-Recall” window opens.&nbsp;
-<div class="image-green-border">[[File:8.1-RecallEvaluation.png|920px]]</div>
+<div class="image-green-border">[[File:8.1-RecallEvaluation.png|920px|8.1-RecallEvaluation.png]]</div>
 .&nbsp;'''Type''' the necessary information on the “Add Note-Recall” window and '''click''' “Add”.
-<div class="image-green-border">[[File:8.1-RecallEvaluation1.png|720px]]</div>
+<div class="image-green-border">[[File:8.1-RecallEvaluation1.png|720px|8.1-RecallEvaluation1.png]]</div>
 This changes the status of the evaluation to “Evaluation Initiated”.&nbsp;
 . '''Click''' the icon next to the evaluation KPI to open it and click “Edit” on the evaluation KPI “Summary” page. The “Edit KPI” page opens which now displays a new section called “Re-evaluation Requirements”.
+<div class="image-green-border">[[File:8.1-RecallEvaluation2.png|920px]]</div>
 .&nbsp;'''Toggle''' the “Is KPI re-evaluation required” option as “Yes" and click “Next” to open the “Extension Attributes” section.
+<div class="image-green-border">[[File:8.1-RecallEvaluation3.png|300px]]</div>
 .&nbsp;'''Click''' “Update”. The Evaluation KPI is updated with the latest information and its status changes to “Draft”.
+<div class="image-green-border">[[File:8.1-RecallEvaluation4.png|920px]]</div>
 .&nbsp;'''Click''' the link under “Parent Record” on the evaluation KPI &nbsp;“Summary” page and perform the evaluation process again as described in the above sections and send it for approval after completing the evaluation.&nbsp;
-'''Discarding the Evaluation'''
+=== Discarding the Evaluation ===
 Buyers can discard the supplier evaluation while initiating the evaluation.&nbsp;<br/> To discard the supplier evaluation:<br/> 1.&nbsp;'''Click''' “Discard Evaluation” on the evaluation “Summary” page. The “Please Confirm” window opens indicating to confirm whether the evaluation must be deleted.
+<div class="image-green-border">[[File:8.1-Discarding Evaluation.png|300px]]</div>
 .&nbsp;'''Click''' “Yes” to confirm deleting the supplier evaluation. The supplier evaluation is deleted, and the buyer user is redirected to the supplier evaluation index page.&nbsp;
 &nbsp;
@@ Line 1,273: / Line 1,266: @@
 '''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;

@@ Line 1,232: / Line 1,232: @@
 '''Note''': Approvers can request for additional information about the evaluation using the “Review Evaluation” option on the evaluation “Summary” page.&nbsp;
 === Recalling the Supplier Evaluation ===
@@ Line 1,240: / Line 1,241: @@
 .&nbsp;'''Click''' “Recall” under the three dots on the supplier evaluation “Summary” page. The “Add Note-Recall” window opens.&nbsp;
+<div class="image-green-border">[[File:8.1-RecallEvaluation.png|920px]]</div>
 .&nbsp;'''Type''' the necessary information on the “Add Note-Recall” window and '''click''' “Add”.
+<div class="image-green-border">[[File:8.1-RecallEvaluation1.png|720px]]</div>
 This changes the status of the evaluation to “Evaluation Initiated”.&nbsp;

@@ Line 1,223: / Line 1,223: @@
 &nbsp;
 === Approving the Supplier Evaluation&nbsp; ===
 On approving the supplier evaluation, the supplier evaluation status changes to “Evaluation Approved”.&nbsp;
+<div class="image-green-border">[[File:8.1-Approving Evaluation.png|920px]]</div>
 Supplier evaluation can be rejected by clicking the “Rework Required” on the evaluation “Summary” page. Rejecting the supplier evaluation changes its status to “Evaluation Initiated”.&nbsp;
 '''Note''': Approvers can request for additional information about the evaluation using the “Review Evaluation” option on the evaluation “Summary” page.&nbsp;
 Buyers can recall the supplier evaluation only after the evaluation is completed and its status changes to “Waiting for Approval”.

@@ Line 1,212: / Line 1,212: @@
 *Recall: Buyers can recall the evaluation sent for approval.&nbsp;
 *Review Evaluation: This allows sending the evaluation for additional reviews as per the requirement.
 === Starting Internal Assessment ===
@@ Line 1,218: / Line 1,219: @@
 .&nbsp;'''Click''' “Start Internal Assessment” on the evaluation “Details” page. The “Edit Supplier Evaluation” page opens.
-<div class="image-green-border">[[File:8.1-StartingInternalAssessment.png|920px]]</div>
+<div class="image-green-border">[[File:8.1-StartingInternalAssessment.png|920px|8.1-StartingInternalAssessment.png]]</div>
 .&nbsp;'''Make''' the required changes to the “Edit Supplier Evaluation” page and '''click''' “Update” to complete the internal assessment.&nbsp;
 &nbsp;
-'''Approving the Supplier Evaluation&nbsp;'''
+=== Approving the Supplier Evaluation&nbsp; ===
 On approving the supplier evaluation, the supplier evaluation status changes to “Evaluation Approved”.&nbsp;

@@ Line 1,197: / Line 1,197: @@
 <div class="image-green-border">[[File:8.1-ClosingEvaluation1.png|920px]]</div>
 &nbsp;
 === Sending the Evaluation for Approval&nbsp; ===
 Buyers can send the evaluation for management approval after the evaluation is completed. This changes the status of the supplier evaluation to “Waiting for Approval” state.
+<div class="image-green-border">[[File:8.1-SendingEvaluationforApproval.png|920px]]</div>
-&nbsp;
-−
 The approver from the buyer team can perform the following actions in this stage.
@@ Line 1,214: / Line 1,213: @@
 *Review Evaluation: This allows sending the evaluation for additional reviews as per the requirement.
-'''Starting Internal Assessment'''
+=== Starting Internal Assessment ===
 To start internal assessment:&nbsp;
 .&nbsp;'''Click''' “Start Internal Assessment” on the evaluation “Details” page. The “Edit Supplier Evaluation” page opens.
+<div class="image-green-border">[[File:8.1-StartingInternalAssessment.png|920px]]</div>
-&nbsp;
-−
 .&nbsp;'''Make''' the required changes to the “Edit Supplier Evaluation” page and '''click''' “Update” to complete the internal assessment.&nbsp;

@@ Line 1,184: / Line 1,184: @@
 The status of the evaluation KPI changes to “Approved &nbsp;” .
 <div class="image-green-border">[[File:8.1-SupplierEvaluation-Submit4.png|920px]]</div>
 === Closing the Evaluation&nbsp; ===
-On closing the evaluation, the actual score of the evaluation KPIs is set automatically based on the addition of all evaluation KPIs.&nbsp;<br/> If the evaluation KPI is not approved, an error message is displayed indicating that evaluation KPI is ongoing.<br/> After all the evaluation KPIs are approved, buyers can close the supplier evaluation.&nbsp;<br/> To close the evaluation:
+On closing the evaluation, the actual score of the evaluation KPIs is set automatically based on the addition of all evaluation KPIs.&nbsp;<br/> If the evaluation KPI is not approved, an error message is displayed indicating that evaluation KPI is ongoing.
+<div class="image-green-border">[[File:8.1-Closing Evaluation Error.png|300px]]</div> <div class="image-green-border"><br/> After all the evaluation KPIs are approved, buyers can close the supplier evaluation.&nbsp;</div> <div class="image-green-border"><br/> To close the evaluation:</div>
 . '''Click''' “Close Evaluation” on the evaluation “Details” page. The “Please Confirm” window opens indicating to confirm closing the evaluation.
+<div class="image-green-border">[[File:8.1-ClosingEvaluation.png|300px]]</div>
 . '''Click''' “Yes” to confirm closing the evaluation. &nbsp;The status of the evaluation changes to “Evaluation Completed”. &nbsp;Clicking “No” on this window keeps the evaluation status to “Evaluation in Progress”.
 After the evaluation is completed, buyers can define the performance classification. For low performing suppliers, buyers can define a plan as per the requirement using the “Edit Evaluation” section.
+<div class="image-green-border">[[File:8.1-ClosingEvaluation1.png|920px]]</div>
 &nbsp;
-'''Sending the Evaluation for Approval&nbsp;'''
+=== Sending the Evaluation for Approval&nbsp; ===
 Buyers can send the evaluation for management approval after the evaluation is completed. This changes the status of the supplier evaluation to “Waiting for Approval” state.

@@ Line 1,168: / Line 1,168: @@
 <div class="image-green-border">[[File:8.1-SupplierEvaluation-Start.png|450px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1-SupplierEvaluation-Start1.png|920px]]</div>
 &nbsp;
 === Submitting the Evaluation&nbsp; ===
 Evaluators can submit the evaluation after performing all the necessary steps.&nbsp;<br/> To submit the evaluation:&nbsp;<br/> 1.&nbsp;'''Click''' the eye icon next to the relevant task under “My Tasks” that displays the relevant supplier evaluation to be submitted. The Evaluation KPI “Summary” page opens.&nbsp;
-<div class="image-green-border">[[File:8.1-SupplierEvaluation-Submit.png|600px]]</div>
+<div class="image-green-border">[[File:8.1-SupplierEvaluation-Submit.png|600px|8.1-SupplierEvaluation-Submit.png]]</div>
 . '''Click''' “Edit” to edit the supplier evaluation and add the scores, answer questions, and '''click''' “Next”.&nbsp;
-<div class="image-green-border">[[File:8.1-SupplierEvaluation-Submit1.png|520px]]</div>
+<div class="image-green-border">[[File:8.1-SupplierEvaluation-Submit1.png|520px|8.1-SupplierEvaluation-Submit1.png]]</div>
 .&nbsp;'''Click''' “Update” to open the evaluation KPI “Summary” page.
 .&nbsp;'''Click''' “Submit Evaluation” after making the necessary updates to the evaluation. The “Add Note-Submit Evaluation” window opens.
-<div class="image-green-border">[[File:8.1-SupplierEvaluation-Submit2.png|920px]]</div>
+<div class="image-green-border">[[File:8.1-SupplierEvaluation-Submit2.png|920px|8.1-SupplierEvaluation-Submit2.png]]</div>
 . '''Add''' the desired information on the “Add Note- Submit Evaluation” window and '''click''' “Add”.
-<div class="image-green-border">[[File:8.1-SupplierEvaluation-Submit3.png|600px]]</div>
+<div class="image-green-border">[[File:8.1-SupplierEvaluation-Submit3.png|600px|8.1-SupplierEvaluation-Submit3.png]]</div> <div class="image-green-border">&nbsp;</div>
 The status of the evaluation KPI changes to “Approved &nbsp;” .
 === Closing the Evaluation&nbsp; ===