ICI Supplier Relationship Management - Revision history

WikiSysop at 07:33, 25 August 2022

2022-08-25T07:33:37Z

WikiSysop at 06:55, 25 August 2022

2022-08-25T06:55:55Z

WikiSysop at 05:03, 24 August 2022

2022-08-24T05:03:04Z

WikiSysop at 04:08, 5 August 2022

2022-08-05T04:08:27Z

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

@@ Line 1,251: / Line 1,251: @@
 *Recall: Buyers can recall the evaluation sent for approval.&nbsp;
 *Review Evaluation: This allows sending the evaluation for additional reviews as per the requirement.
@@ Line 1,263: / Line 1,264: @@
 &nbsp;
 === Approving the Supplier Evaluation&nbsp; ===

@@ Line 1,029: / Line 1,029: @@
 <div class="image-green-border">[[File:8.1-SupplierEvaluationFlow.png|600px]]</div>
 &nbsp;
@@ Line 1,055: / Line 1,056: @@
 **Evaluation ID:&nbsp;The unique identification details of the supplier evaluation that is generated automatically after creating.
 **Evaluation to be performed for: This consists of the following options.
-***Suppliers across all products/services&nbsp;: The suppliers are evaluated for all products and service offerings.
+***Across All Product/Services : The suppliers are evaluated for all products and service offerings.
-***Suppliers for a particular product/service category: Suppliers must select the product or service offerings for which the supplier must be evaluated. Selecting this option enables the option to select the “Product/Service category for evaluation”.
+***Specific Product/Service Category: Suppliers must select the product or service offerings for which the supplier must be evaluated. Selecting this option enables the option to select the “Product/Service category for evaluation”.
-***Supplier for a particular Agreement: Suppliers are prompted to capture agreement ID for reference when evaluating the supplier performance against a specific agreement. Selecting this option enables the option to enter the “Agreement ID”.
+***Specific Agreement: Suppliers are prompted to capture agreement ID for reference when evaluating the supplier performance against a specific agreement. Selecting this option enables the option to enter the “Agreement ID”.
 **Evaluation Type:&nbsp;Buyers can perform different types of evaluations depending on the type of industry. For example, Technical evaluation is conducted to ensure that the supplier is capable of providing relevant products or services with the required quality.
 **Evaluation Sub Type:&nbsp;This captures the evaluation details and categorization.
@@ Line 1,083: / Line 1,084: @@
 .&nbsp;'''Click''' “Create Evaluation”. The evaluation is created in “Evaluation Initiated” state.&nbsp;
 <div class="image-green-border">[[File:8.1-SupplierEvaluation3.png|720px|8.1-SupplierEvaluation3.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Supplier Evaluation Details Page'''&nbsp;''' ===

@@ Line 899: / Line 899: @@
 After the supplier registration is created, the “Unique Supplier ID”&nbsp; is populated automatically.
 <div class="image-green-border">[[File:8.0-SRM-UniqueSupplierID.png|920px|8.0-SRM-UniqueSupplierID.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">After the supplier registration is approved, and qualification is auto created, the value of the “Unique Supplier ID” is same as that for the supplier registration.&nbsp;<br/> The value for “Unique Supplier ID” is displayed after creating qualification without an existing &nbsp;supplier registration.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-SRM-UniqueSupplierID1.png|920px|8.0-SRM-UniqueSupplierID1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> After the supplier qualification is approved, and supplier profile is auto created, the value of the “Unique Supplier ID” remains the same as that of supplier registration and qualification.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-SRM-UniqueSupplierID2.png|720px|8.0-SRM-UniqueSupplierID2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">When creating another supplier registration or profile for the same vendor with the same legal entity name, an error is displayed indicating that the record already exists. &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-SRM-UniqueSupplierID3.png|300px|8.0-SRM-UniqueSupplierID3.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">ICI allows creating only one registration and one profile per supplier. However, one supplier can have multiple qualifications.<br/> The values for “Legal Entity Name”, “Unique Supplier ID” are not editable as displayed in the image below. &nbsp;<br/> &nbsp;</div> <div class="image-green-border">[[File:8.0-SRM-UniqueSupplierID4.png|720px|8.0-SRM-UniqueSupplierID4.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Vendor Database'''</div> <div class="image-green-border"><br/> The masterdata record is created in the vendor database with the same “Unique Supplier ID”.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To access the masterdata record:<br/> 1.&nbsp;'''Click''' “Configure” > “Masterdata” and then click the “View Details” icon next to the vendor database masterdata record.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-SRM-VendorDatabase.png|720px|8.0-SRM-VendorDatabase.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The value for “Unique Vendor ID” is the same as that of “Unique Supplier ID” for Supplier Registration, Qualification and Profile.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-SRM-VendorDatabase1.png|720px|8.0-SRM-VendorDatabase1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The unique vendor ID is stored as a Global Supplier Code in the Supplier Master and Supplier Contact Master.<br/> '''Note''': The Legal Entity Name is the parameter to uniquely identify supplier. Every client implementation can have a different set of identifiers to uniquely identify a supplier.<br/> &nbsp;</div> <div class="image-green-border">
 === Managing Unique Supplier Records ===
@@ Line 908: / Line 909: @@
 .&nbsp;&nbsp;&nbsp; '''Edit '''the value in the “Name” option and '''click '''“Update”.
-<div class="image-green-border">[[File:8.1srmapp1.png|600px|8.1srmapp1.png]]</div>
+<div class="image-green-border">[[File:8.1srmapp1.png|600px]]</div>
 The following error is displayed indicating that the supplier already exists.
 <div class="image-green-border">[[File:8.1srmapp2.png|480px|8.1srmapp2.png]]</div>
 If the supplier does not exist already, then the masterdata record is updated and synchronized with the supplier profile and vendor database.
-Users can modify any attributes of the vendor database apart from the unique set of supplier identifiers in Supplier Registration, Qualification or Profile.
+Users can modify any attributes of the vendor database apart from the unique set of supplier identifiers in Supplier Registration, Qualification or Profile. </div>
 </div>
 == Supplier Onboarding Dashboard ==

@@ 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 ==
@@ 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>
+<div class="image-green-border">[[File:Qualification Dashboard.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <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;
 *The number of qualifications filtered across the product or service categories.
@@ Line 949: / Line 955: @@
 '''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;
+<div class="image-green-border" paraeid="{f8a17157-1c0c-4b72-ab93-c38ad1a7f3a6}{181}" paraid="1577636962">[[File:Onboarding Dashboard.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
 Users can filter and view the onboarding specific information such as:
@@ Line 960: / Line 971: @@
 '''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 993: @@
 '''Note''': The supplier does have access to the Dashboard.&nbsp;
-&nbsp;
+'''Performance Evaluation Dashboard&nbsp;'''
+<ol start="6">
-&nbsp;
+<li>
+Click on “Supplier Evaluation” tab from bottom tabs.&nbsp;
-&nbsp;
+</li>
 == Working with Supplier Evaluation ==

@@ 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 1,223: / 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.