Sourcing Reports - Revision history

IDT-1 at 08:59, 21 December 2021

2021-12-21T08:59:39Z

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IDT-1 at 11:59, 10 December 2021

2021-12-10T11:59:03Z

IDT-1 at 14:18, 11 September 2020

2020-09-11T14:18:29Z

IDT-1 at 06:25, 26 August 2020

2020-08-26T06:25:22Z

IDT-1 at 06:20, 26 August 2020

2020-08-26T06:20:56Z

IDT-1 at 06:11, 26 August 2020

2020-08-26T06:11:07Z

IDT-1 at 06:08, 26 August 2020

2020-08-26T06:08:47Z

IDT-1 at 05:43, 26 August 2020

2020-08-26T05:43:26Z

IDT-1 at 05:42, 26 August 2020

2020-08-26T05:42:44Z

IDT-1 at 05:42, 26 August 2020

2020-08-26T05:42:09Z

@@ Line 13: / Line 13: @@
 Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Sourcing can view the Sourcing Reports, however, the privileges of the Reports further follow the authorization that the user has in ICI. If the user does not have the privileges to view a particular RFx in ICI, for example, they would not see those in the Report even though they have the view privileges for Reports.
 &nbsp;
@@ Line 22: / Line 20: @@
 #'''Click '''the ''Reports'' tile on the Dashboard. The ''Reports'' page opens.
 #'''Select''' the ''Sourcing ''option from the ''Default Reports'' drop-down. The ''Sourcing'' Reports Dashboard page opens.
-<div class="image-green-border">[[File:Sourcing Reports RFx Summary 01.png|520px|Sourcing Reports RFx Summary 01.png]]</div> <ol start="3">
+<div class="image-green-border">[[File:Images - Sourcing Reports 1.PNG|720px]]</div> <ol start="3">
 <li>'''Click''' on the ''RFx Summary Report'' Dashboard tile. The ''RFx Summary Reports'' page opens.</li>
 </ol>
-<div class="image-green-border">[[File:Sourcing Reports RFx Summary 02.png|420px|Sourcing Reports RFx Summary 02.png]]</div> <ol start="4">
+<div class="image-green-border">[[File:RFX Summary SA.png|720px]]</div> <ol start="4">
 <li>'''Filter''' reports using the following fields –''Sourcing Event, Category, RFx Status, ''and''RFx Created Date From/To.'' The RFx Summary Report will be displayed with the following columns that can be sorted: ''RFx ID'', ''RFx Name'', ''Sourcing Event'', ''Category'', ''Primary Owner'', ''RFx Created Date'', ''RFx Status'', ''Suppliers'' ''invited'', ''Suppliers accepted invite'', ''Suppliers declined invite'', ''Suppliers without action'', ''Suppliers'' ''Awarded''</li>
 </ol>
@@ Line 55: / Line 53: @@
 Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Sourcing can view the Sourcing Reports. Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICI. If the user does not have the privileges to view a particular RFx in ICI, they would not see those in the Report even though they have the view privileges for Reports.
 &nbsp;
@@ Line 63: / Line 59: @@
 #'''Click''' the RFx option on the ''Sourcing'' tile on the ''Home'' page. The ''RFx'' page opens, which displays a table with the list of RFxs in the system.
-<div class="image-green-border">[[File:7.12 Change History 01 (2).png|720px|7.12 Change History 01 (2).png]]</div> <ol start="2">
+<div class="image-green-border">[[File:RFx List 8.png|720px]]</div> <ol start="2">
-<li>'''Click''' the ''View'' icon. The ''Details'' page for that respective ''RFx'' opens, for example ''RFx_25_RCD''.</li>
+<li>'''Click''' the ''View'' icon. The ''Details'' page for that respective ''RFx'' opens, for example ''RFx_25_RCD''. /&nbsp; RFx _424</li>
 </ol>
-<div class="image-green-border">[[File:7.12 Reports Enhancements 04.png|720px|7.12 Reports Enhancements 04.png]]</div> <ol start="3">
+<ol start="3">
 <li>'''Click''' on the ''Reports'' tab at the bottom in the list of tabs. The ''RFx Details Report'' option is displayed.</li>
 </ol>
-<div class="image-green-border">[[File:7.12 Reports Enhancements 05.PNG|720px|7.12 Reports Enhancements 05.PNG]]</div> <ol start="4">
+<div class="image-green-border">[[File:Images - Sourcing Reports.PNG|720px]]</div> <ol start="4">
 <li>'''Click''' the ''RFx Details Report'' option. The report opens in a new tab. It can be downloaded as an Excel Workbook.</li>
 </ol>
@@ Line 110: / Line 106: @@
 #'''Click''' ''Sourcing > RFx'' on the ''Home'' page. The list of existing RFx and RFI&nbsp;is displayed.
-<div class="image-green-border">[[File:7.12 Change History 01 (2).png|720px|7.12 Change History 01 (2).png]]</div> <ol start="2">
+<ol start="2">
 <li>'''Click '''the ''View ''icon against the item for which you want to view the Change History Report, for example ''Procurement for Admin Department''. The RFx ''Details ''page opens.</li>
 </ol>
-<div class="image-green-border">[[File:7.12 Change History 02 (2).png|720px|7.12 Change History 02 (2).png]]</div> <ol start="3">
+<ol start="3">
 <li>'''Click '''the ''Reports ''tab. The following reports for the respective RFx are displayed - ''Attribute Value Report, RFx Details Report ''and ''Change History Report''.</li>
 </ol>
-<div class="image-green-border">[[File:7.12 Change History 02 (3).png|720px|7.12 Change History 02 (3).png]]</div> <ol start="4">
+<div class="image-green-border">[[File:Change History 8.0.PNG|720px]]</div> <ol start="4">
 <li>'''Click '''''Change History Report''. The report opens in a new tab.</li>
 <li>'''Filter '''the report using the following fields: ''Entity Type'', ''User Name'', ''User Role ''and&nbsp;''Supplier Name''.</li>

@@ Line 1: / Line 1: @@
 = Sourcing Reports =
 == RFx Summary Report ==
-While the ICM Sourcing application provides businesses a comprehensive platform to manage bids from suppliers, previously it only provided buyers the ability to manage supplier details, requests for quotation, and similar tasks.
+While the ICI Sourcing application provides businesses a comprehensive platform to manage bids from suppliers, previously it only provided buyers the ability to manage supplier details, requests for quotation, and similar tasks.
 This release introduces dedicated reports for Sourcing which give visibility to top management and concerned departments on sourcing activities. It provides them with a consolidated view of data available for any RFx, with various categorizations, enabling them to take more informed decisions.
@@ Line 13: / Line 12: @@
 The report will display details about the RFx/RFI. The results will be displayed in the descending order of the creation date of the RFx. The RFx ID will have a hyperlink to the supplier related information for the selected RFx. If no data is found, then a validation message will be displayed.
-Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Sourcing can view the Sourcing Reports, however, the privileges of the Reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular RFx in ICM, for example, they would not see those in the Report even though they have the view privileges for Reports.
+Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Sourcing can view the Sourcing Reports, however, the privileges of the Reports further follow the authorization that the user has in ICI. If the user does not have the privileges to view a particular RFx in ICI, for example, they would not see those in the Report even though they have the view privileges for Reports.
 &nbsp;
+&nbsp;
 === Extracting the RFx Summary Report ===
@@ Line 30: / Line 29: @@
 </ol>
 <div class="image-green-border">[[File:7.12 Reports Enhancements 01.png|720px|7.12 Reports Enhancements 01.png]]</div> <ol start="5">
-<li>'''Click''' the ''RFx ID'' to view the report for the RFx, for example ''ICMAppSrcRFx_2''. The Supplier Information Report will be displayed with the following columns: ''Supplier ID'', ''Supplier Name'', ''Supplier Contact Name'', ''Invitation Action'', ''Awarding Status'', ''Awarding Date'', ''Contract(s)'' – ''Agreement Code'', ''Agreement Status'', ''Bidding Status'', ''Bidding Status Update Date'', ''Selection Status''. The report can be downloaded as an Excel Workbook (CSV/XLS) or PDF format.</li>
+<li>'''Click''' the ''RFx ID'' to view the report for the RFx, for example ''ICIAppSrcRFx_2''. The Supplier Information Report will be displayed with the following columns: ''Supplier ID'', ''Supplier Name'', ''Supplier Contact Name'', ''Invitation Action'', ''Awarding Status'', ''Awarding Date'', ''Contract(s)'' – ''Agreement Code'', ''Agreement Status'', ''Bidding Status'', ''Bidding Status Update Date'', ''Selection Status''. The report can be downloaded as an Excel Workbook (CSV/XLS) or PDF format.</li>
 </ol>
@@ Line 55: / Line 54: @@
 '''Note: '''Bidding and Awarding details are only available for RFI.
-Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Sourcing can view the Sourcing Reports. Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular RFx in ICM, they would not see those in the Report even though they have the view privileges for Reports.
+Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Sourcing can view the Sourcing Reports. Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICI. If the user does not have the privileges to view a particular RFx in ICI, they would not see those in the Report even though they have the view privileges for Reports.
 &nbsp;
+&nbsp;
 === Extracting the RFx Details Report ===
@@ Line 78: / Line 77: @@
 <li>'''Click '''the + icon next to the ''Supplier Information'' section. The Supplier Information Report is the same as displayed in the RFx Summary Report.</li>
 </ol>
-<div class="image-green-border">[[File:7.12 Reports Enhancements 07 (2).png|720px]]</div> <div class="image-green-border">[[File:7.12 Reports Enhancements 08 (2).png|720px]]</div> <ol start="6">
+<div class="image-green-border">[[File:7.12 Reports Enhancements 07 (2).png|720px|7.12 Reports Enhancements 07 (2).png]]</div> <div class="image-green-border">[[File:7.12 Reports Enhancements 08 (2).png|720px|7.12 Reports Enhancements 08 (2).png]]</div> <ol start="6">
 <li>'''Click '''the ''Bidding Details'' section. The ''Bidding Details Report'' opens with the following columns: ''Supplier Id, Supplier Name, Round Name, Shortlisted Status, Bid Submission Status, Line Item Name, Quantity, Base Price, Supplier Quote Currency'' and ''Total Price''.&nbsp;</li>
 <li>'''Click '''the ''View Details By'' drop-down. The following options are displayed:</li>

@@ Line 16: / Line 16: @@
 &nbsp;
@@ Line 33: / Line 34: @@
 The columns ''NDA'', ''SOW'', ''Warranty Agreement'' indicate the supplier contract classification as ''Prerequisite'', ''Associate ''or ''Mandatory ''in brackets.
-<div class="image-green-border">[[File:7.12 Reports Enhancements 02.png|720px|7.12 Reports Enhancements 02.png]]</div> <div class="image-green-border">[[File:7.12 Reports Enhancements 03 (2).PNG|720px]]</div>
+<div class="image-green-border">[[File:7.12 Reports Enhancements 02.png|720px|7.12 Reports Enhancements 02.png]]</div> <div class="image-green-border">[[File:7.12 Reports Enhancements 03 (2).PNG|720px|7.12 Reports Enhancements 03 (2).PNG]]</div>
-'''Note:''' The ''Contract'' and ''Round'' data is dynamic and is displayed for the respective number of contracts and number of rounds present in an RFx/RFI.
+&nbsp;
+<div class="note-box">'''Note:''' The ''Contract'' and ''Round'' data is dynamic and is displayed for the respective number of contracts and number of rounds present in an RFx/RFI.</div>
 &nbsp;

@@ Line 16: / Line 16: @@
 &nbsp;
 === Extracting the RFx Summary Report ===
@@ Line 32: / Line 33: @@
 The columns ''NDA'', ''SOW'', ''Warranty Agreement'' indicate the supplier contract classification as ''Prerequisite'', ''Associate ''or ''Mandatory ''in brackets.
-<div class="image-green-border">[[File:7.12 Reports Enhancements 02.png|720px|7.12 Reports Enhancements 02.png]]</div> <div class="image-green-border">[[File:7.12 Reports Enhancements 03.png|720px|7.12 Reports Enhancements 03.png]]</div>
+<div class="image-green-border">[[File:7.12 Reports Enhancements 02.png|720px|7.12 Reports Enhancements 02.png]]</div> <div class="image-green-border">[[File:7.12 Reports Enhancements 03 (2).PNG|720px]]</div>
 '''Note:''' The ''Contract'' and ''Round'' data is dynamic and is displayed for the respective number of contracts and number of rounds present in an RFx/RFI.

@@ Line 56: / Line 56: @@
 &nbsp;
@@ Line 75: / Line 76: @@
 <li>'''Click '''the + icon next to the ''Supplier Information'' section. The Supplier Information Report is the same as displayed in the RFx Summary Report.</li>
 </ol>
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <ol start="6">
+<div class="image-green-border">[[File:7.12 Reports Enhancements 07 (2).png|720px]]</div> <div class="image-green-border">[[File:7.12 Reports Enhancements 08 (2).png|720px]]</div> <ol start="6">
 <li>'''Click '''the ''Bidding Details'' section. The ''Bidding Details Report'' opens with the following columns: ''Supplier Id, Supplier Name, Round Name, Shortlisted Status, Bid Submission Status, Line Item Name, Quantity, Base Price, Supplier Quote Currency'' and ''Total Price''.&nbsp;</li>
 <li>'''Click '''the ''View Details By'' drop-down. The following options are displayed:</li>

@@ Line 97: / Line 97: @@
 &nbsp;
 == Change History Report ==
@@ Line 103: / Line 104: @@
 <div class="note-box">'''Note''': This applies to RFx and RFI.</div>
 &nbsp;
 === Extracting the Change History Report ===
@@ Line 114: / Line 114: @@
 <li>'''Click '''the ''Reports ''tab. The following reports for the respective RFx are displayed - ''Attribute Value Report, RFx Details Report ''and ''Change History Report''.</li>
 </ol>
-<div class="image-green-border">[[File:7.12 Change History 02 (3).png|720px]]</div> <ol start="4">
+<div class="image-green-border">[[File:7.12 Change History 02 (3).png|720px|7.12 Change History 02 (3).png]]</div> <ol start="4">
 <li>'''Click '''''Change History Report''. The report opens in a new tab.</li>
 <li>'''Filter '''the report using the following fields: ''Entity Type'', ''User Name'', ''User Role ''and&nbsp;''Supplier Name''.</li>
 </ol>
-<div class="image-green-border">[[File:7.12 Change History 04 (2).png|720px]]</div>
+<div class="image-green-border">[[File:7.12 Change History 04 (2).png|720px|7.12 Change History 04 (2).png]]</div>
 The report will be displayed with the following columns: ''Date & Time, Event, Entity Type, Entity Name, User Name, User Email, User Role, Supplier Name, Notes, Attribute Name, Previous Value'' and ''New Value''.
@@ Line 136: / Line 136: @@
 <li>'''Click '''the ''Export drop down menu'' icon. The options for file formats in which you can download the report are displayed: Excel, PDF and CSV.</li>
 </ol>
-<div class="image-green-border">[[File:7.12 Change History 05 (2).png|720px]]</div> <ol start="7">
+<div class="image-green-border">[[File:7.12 Change History 05 (2).png|720px|7.12 Change History 05 (2).png]]</div> <ol start="7">
 <li>'''Select '''the desired option, for example PDF. The report will be downloaded on your local drive as a PDF file.</li>
 </ol>

@@ Line 36: / Line 36: @@
 &nbsp;
 == RFx Details Report ==
@@ Line 54: / Line 55: @@
 Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Sourcing can view the Sourcing Reports. Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular RFx in ICM, they would not see those in the Report even though they have the view privileges for Reports.
 &nbsp;
@@ Line 62: / Line 61: @@
 #'''Click''' the RFx option on the ''Sourcing'' tile on the ''Home'' page. The ''RFx'' page opens, which displays a table with the list of RFxs in the system.
-<div class="image-green-border">[[File:Sourcing Reports RFx Details 01.png|420px|Sourcing Reports RFx Details 01.png]]</div> <ol start="2">
+<div class="image-green-border">[[File:7.12 Change History 01 (2).png|720px]]</div> <ol start="2">
-<li>'''Click''' the ''View'' icon. The ''Details'' page for that respective ''RFx'' opens.</li>
+<li>'''Click''' the ''View'' icon. The ''Details'' page for that respective ''RFx'' opens, for example ''RFx_25_RCD''.</li>
 </ol>
-<div class="image-green-border">[[File:7.12 Sourcing Reports Enhancements 02.png|720px|7.12 Sourcing Reports Enhancements 02.png]]</div> <ol start="3">
+<div class="image-green-border">[[File:7.12 Reports Enhancements 04.png|720px]]</div> <ol start="3">
 <li>'''Click''' on the ''Reports'' tab at the bottom in the list of tabs. The ''RFx Details Report'' option is displayed.</li>
 </ol>
-<div class="image-green-border">[[File:Sourcing Reports RFx Details 04.png|720px|Sourcing Reports RFx Details 04.png]]</div> <ol start="4">
+<div class="image-green-border">[[File:7.12 Reports Enhancements 05.PNG|720px]]</div> <ol start="4">
 <li>'''Click''' the ''RFx Details Report'' option. The report opens in a new tab. It can be downloaded as an Excel Workbook.</li>
 </ol>
-<div class="image-green-border">[[File:Sourcing Reports RFx Details 05.PNG|720px|Sourcing Reports RFx Details 05.PNG]]</div> <div class="image-green-border">&nbsp;</div> <ol start="5">
-<li>'''Click '''the + icon next to a section, for example ''Pending Approval'', to view its details.</li>
+The report will be displayed with the following columns: ''RFx ID'', ''RFx Name'', ''Category'', ''Primary Owner'', ''RFx Created Date'', ''RFx Status'', ''RFx Start Date'', ''Suppliers invited'', ''Suppliers accepted invite'', ''Suppliers declined invite'', ''Suppliers without action'' and ''Suppliers Awarded''.
 </ol>
 The Bidding details report (where applicable)&nbsp;further offers views from three perspectives:
@@ Line 82: / Line 94: @@
 For example, below screenshot displays the Bidding Details Report by ''Supplier View'':
+<div class="image-green-border">[[File:7.12 Reports Enhancements 09.png|720px]]</div>
 '''Note''': ''Bid Submission Status'' details marked with an * (asterisk) indicate that it is a surrogate bid. For example, ''Not Submitted and Closed*''.
 &nbsp;
 == Change History Report ==