Posts

Posts

  • Marko Knezevic
    Knockout score for questions3
    Topic posted April 11, 2019 by Marko KnezevicBronze Medal: 1,250+ Points, tagged How-To, Qualification, Qualification Area, Qualification Question, Qualification Rule Set, Questionnaire, Questionnaire Response in Procurement > Supplier Qualification Management public
    Title:
    Knockout score for questions
    Summary:
    Can knockout score be used to prevent sending questionnaire to internal responder?
    Content:

    Hello,

    Can adding a question with automatic response (mapped to DFF) and automatic scoring be used to prevent the sending of questionnaire to internal responder?

    I would like to setup my Qualification area like this:

    Scoring and automation

    • Automatically populate responses
    • Automatically accept responses
    • Enable scoring
    • Automatically evaluate qualification

    Automatic Requalification

    • On qualification expiration
    • On new response

    1. question = response type: automatic; scoring automatic; mapped to DFF; score for no response 8
    2. question = response type: internal; scoring automatic;

    If DFF mapped to 1. question has no value (No response), can I prevent the questionnaire to be sent to my internal responder and automatically disqualify the supplier and set the outcome to knockout outcome?

    This would help us to make automatic qualifications created after Supplier registration and automatically requalify only Suppliers who have a certain value in the DFF (annual transaction ammount) mapped to the automatic responded question. The Supplier who did not have sufficient transaction ammount in the past period would not then be considered for requalification.

    I have tried to test this case with the setup above, but always had the questionnaire sent to my internal responder, regardless of the knockout setup on 1. question and knockout outcome setup on qualification area.

    Thank you,

    BR

    Version:
    19A
  • Nishanth B Jain
    Custom text in notification SQMAnswered9
    Topic posted February 5, 2019 by Nishanth B JainBronze Crown: 15,000+ Points, tagged Business Intelligence, FAQ, How-To, Qualification, Qualification Model, Questionnaire, Questionnaire Response, Tip, White Paper in Procurement > Supplier Qualification Management public
    Title:
    Custom text in notification SQM
    Summary:
    You Are Invited to Respond to Questionnaire
    Content:

    Hi All,

    Can we edit this notification's text?

    Thanks,

    Nishanth

    Image:
  • James Elliott
    Supplier unable to view QualificationsAnswered2
    Topic posted January 8, 2019 by James ElliottBlue Ribbon: 750+ Points, tagged Qualification, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    Supplier unable to view Qualifications
    Summary:
    Supplier is unable to view Qualifications assigned to it
    Content:

    Hi,

    Our supplier has been assigned a qualification questionnaire and they have received the notification in their worklist. But when the supplier logs into Supplier Portal, they cannot see the “View Qualifications” task that opens the Qualifications page, what is missing from the supplier account security set up ?

    It is currently provisioned with the following roles :

    • Supplier Accounts Receivable Specialist
    • Supplier Bidder
    • Supplier Product Administrator
    • Supplier Self Service Administrator
    Version:
    18C
    Image:
  • Angie Ni
    How do event based qualifications work?15.0
    Topic posted December 21, 2018 by Angie NiBronze Medal: 1,250+ Points, tagged How-To, Initiative, Qualification Rule Set, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    How do event based qualifications work?
    Summary:
    This post illustrates how you can use the event based initiatives and qualifications to qualify your suppliers automatically.
    Content:

    Qualifying suppliers strategically may include screening on whether they meet the required safety and quality standards, or social and environmental responsibility, or whether the supplier meets sufficient levels of different certifications.

    It involves various steps starting from sending questionnaires to suppliers and internal responders, accepting their responses, evaluating their responses, and lastly, qualifying the supplier. These steps are applied to each and every supplier before finalizing their qualification. This process can easily get monotonous and time consuming.

    You can automate the process of creating initiatives and qualifications by defining simple rules based on various business events for your procurement business unit. The business events include supplier registration, supplier registration approval, supplier promotion and requalification.

    Procedure to set up rule sets for qualifying suppliers for each business event:

    1. Supplier Registration Based Automation

    The qualification areas you set up here will appear to the supplier during external registration. You can define rules for each business relationship type: Prospective or Spend Authorized or both. In addition to presenting the supplier with a qualification questionnaire during the registration process, the application can automatically create qualifications for those qualification areas for which all required questions have a response from the supplier. These qualifications will be available for you to use after the supplier registration is approved.

    For qualification areas on the rule set where additional information is required either from the supplier or the internal responder, the application automatically creates an initiative and launches it.

    In this example, the qualification manager would like to qualify prospective suppliers on environmental responsibility and worker health and safety. If the company is a small business, Small Business Certification is also included in the questionnaire during supplier registration.

    registration.jpg?version=1&modificationDate=1545432562417&api=v2

    2. Supplier Registration Approval Based Automation

    In addition to creating rules for supplier registration, you can create rules that get triggered once the supplier registration is approved. You can define the same or different rules for external supplier registration approval and internal supplier registration approval. When a supplier registration is approved, the registration approval rules are triggered. An initiative is created and launched; questionnaires are sent to the supplier and internal responders as needed.

    In the initiative and corresponding questionnaire, the qualification areas defined under the registration approval event are combined with any qualification areas set up under the Supplier Registration business event when there are required questions missing responses from either the supplier or internal responder.

    In the example below, an initiative is created with qualification area Financial Viability upon registration approval whether the request is from external or internal supplier registration. If the Worker Health and Safety qualification defined earlier under Registration still has any missing responses for this supplier, then the initiative has both the Financial Viability and the Worker Health and Safety qualification areas.

    registration-approval.jpg?version=1&modificationDate=1545432587789&api=v2

    3. Supplier Promotion Based Automation

    Optionally, you can define additional rules for the supplier promotion event. Supplier promotion rules are triggered when a buying organization intends to do business with a supplier and the supplier is promoted from prospective to spend authorized. As soon as the supplier’s promotion request gets approved, the system automatically creates an initiative to qualify the supplier. Once the initiative is launched and questionnaires are sent, the initiative is managed like any other initiative.

    In the example below, an initiative is created with qualification area Compliance upon supplier promotion approval.

    registration-promotion.jpg?version=1&modificationDate=1545432612459&api=v2

    4. Provide default information for events

    For each business event that has qualification areas defined, you must specify the default value for the owner of the initiatives or qualification created and the internal responder when internal questions are present.  

    In addition, you can provide the default introduction text or attachments for each automatically created questionnaire here.

    default-info.jpg?version=1&modificationDate=1545432631458&api=v2

    The requalification business event is triggered on the qualifications themselves instead of the rule set except that the default value is defined here for the owner and internal responder.

    When you activate this rule set for your procurement business units, initiatives and qualifications will be created automatically to qualify your suppliers based on certain business events of the supplier lifecycle.

    You can find the release readiness training materials for this feature here.

  • Arijit Pramanik
    How to link a Questionaire set directly to a supplier...6
    Topic posted November 21, 2018 by Arijit PramanikSilver Medal: 2,000+ Points, tagged Qualification, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    How to link a Questionaire set directly to a supplier registration process and trigger an initiative?
    Summary:
    How to link a Questionaire set directly to a supplier registration process and trigger an initiative?
    Content:

    How to link a Questionaire set directly to a supplier registration process and trigger an initiative?

  • Angie Ni
    How to set up an enterprise user to be an internal responder...24.7
    Topic posted June 30, 2018 by Angie NiBronze Medal: 1,250+ Points, tagged How-To, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    How to set up an enterprise user to be an internal responder to internal questionnaires?
    Summary:
    This post illustrates how to set up an enterprise user to be an internal responder to supplier qualification internal questionnaires.
    Content:

    To qualify suppliers, organizations can solicit feedback on the suppliers from internal departments to qualify them. Any enterprise user can be set up as an internal responder. If an enterprise user has the Supplier Qualification abstract role to perform supplier qualification duties, that user already has the privileges to respond to internal questionnaires. However, an enterprise user can also be set up as an internal responder without provisioning the Supplier Qualification abstract role that has all the qualification privileges. 

    Procedure to set up an enterprise user to be an internal responder:

    For any enterprise user, add the Supplier Qualification Questionnaire Response Management as Internal Duty role to the role that is granted to the user. The role can be a job role, a duty role or an abstract role. In this example, an enterprise user in the receiving department who has received products from suppliers needs to provide feedback in order to qualify them.

    • This enterprise user has a job role of Receiving Agent. First, make a copy of the job role and create a new “Receiving Agent Custom” role.

    basic-red.jpg?version=1&modificationDate=1530569227487&api=v2

    • Then, navigate to Functional Security Policies and click Add Function Security Policy.

    Step2-red.jpg?version=1&modificationDate=1530569290021&api=v2

    • On the popup window, search for Supplier Qualification Questionnaire Response Management as Internal duty role.

    Step3-red.jpg?version=1&modificationDate=1530569383016&api=v2

    • Then, add the selected privileges of the duty role.

    Step4.jpg?version=1&modificationDate=1530569411499&api=v2

    • Close the pop up and verify that the new functional privileges are added to the job role.

    Step5-red.jpg?version=1&modificationDate=1530569440445&api=v2

    • After reviewing the changes, submit the new job role.

    Step6-red.jpg?version=1&modificationDate=1530569465002&api=v2

    • Finally, assign this new custom Receiving Agent job role to the user.

    user.jpg?version=1&modificationDate=1530569486123&api=v2

    Now this user is set up to be an internal responder to respond to supplier qualification internal questionnaires.

  • Sammy Khan
    How to respond to an internal questionnaire44.6
    Topic posted June 29, 2018 by Sammy KhanRed Ribbon: 250+ Points, tagged FAQ, How-To, Questionnaire, Questionnaire Response in Procurement > Supplier Qualification Management public
    Title:
    How to respond to an internal questionnaire
    Summary:
    This post illustrates how a user responds to an internal questionnaire assigned to them.
    Content:

    To qualify suppliers, organizations can send out questionnaires to supplier contacts to seek their responses in order to qualify them. Similarly, organizations can also send questionnaires to internal users to seek their feedback on the supplier, such questionnaires are called internal questionnaires. An internal questionnaire is launched via the initiative process along with supplier questionnaire. Suppliers respond to the questionnaires through Supplier Portal, while internal users respond to internal questionnaires by clicking on recommended action links sent to them through email notification.

    Prerequisite

    • A valid user with internal responder privileges.
    • A qualification area which consists of questions for internal responders.
    • An internal questionnaire has been generated and assigned to the user to respond.

     

    Procedure

    • The internal responder will receive a notification to respond to the internal questionnaire.
    • Below is the sample of internal questionnaire notification.

    image2018-6-29_13-18-46.png?version=1&modificationDate=1530258527670&api=v2

     

    • Clicking on "Respond to Questionnaire" under Recommended Actions, will direct the user to "Respond to Questionnaires" page, where user can respond to the internal questionnaire questions and submit them for qualification evaluation.
    • Enter responses on the Respond to Questionnaire page and submit them for supplier qualification evaluation.

    image2018-6-29_13-20-4.png?version=1&modificationDate=1530258604772&api=v2

     

  • Alison McClure
    Supplier Qualification Management Training for Update 18B4.7
    Topic posted June 28, 2018 by Alison McClureSilver Medal: 2,000+ Points, tagged How-To, Qualification, Qualification Area, Qualification Model, Qualification Question, Qualification Rule Set, Questionnaire, Questionnaire Response in Procurement > Supplier Qualification Management public
    Title:
    Supplier Qualification Management Training for Update 18B
    Summary:
    Watch the latest Supplier Qualification Management readiness training for Update 18B
    Content:

    Want to watch the latest Supplier Qualification Management readiness training for Update 18B?

     

    You can visit the Procurement Readiness Page

    Or

    Use these direct links to the training videos - both with demos of the exciting new capabilities:

     

    You can provide feedback on any aspects of Readiness Training here

     

  • Sivaraj Shanmugham
    Enforce Attachment on Questionnaire and send it to Supplier...6
    Topic posted April 22, 2018 by Sivaraj ShanmughamBronze Medal: 1,250+ Points, tagged Qualification Question, Qualification Rule Set, Questionnaire, Questionnaire Response in Procurement > Supplier Qualification Management public
    Title:
    Enforce Attachment on Questionnaire and send it to Supplier Profile
    Summary:
    When Suppliers attach one or more documents on the Questionnaire tab, how do we automatically store it on Supplier profile ?
    Content:

    We are planning to configure the Questionnaire tab to ask Supplier to upload W9 form. This will be a response that requires an attachment. 

    Upon review of the registration request, the attachment is visible under the Questionnaire section on the Supplier registration request. Once we approve to "Spend Authorized", I am unable to view the document on the Supplier profile. Instead, I have to click on the Registration link request to view the Questionnaire section. 

    Is there an option to make the attachments visible on the Supplier profile without have to go through multiple clicks?  

    Since the Supplier registration - Company Details does not enforce attachments, we were told that SQM will address this gap. But the attachments from Questionnaire tab are not readily available for Procurement team to view. 

    Thanks,
    ​Siva

  • William Knowles
    Importing SQM Supplier Questions1
    Topic posted June 13, 2017 by William KnowlesSilver Medal: 2,000+ Points, tagged Qualification Question, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    Importing SQM Supplier Questions
    Summary:
    Importing SQM Supplier Questions
    Content:

    Is there an import template that can be used for creating negotiation requirements/requirements or SQM Supplier Questions?