Posts

Posts

  • Arijit Pramanik
    How to link a Questionaire set directly to a supplier...14
    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 NiSilver Medal: 2,000+ 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?

  • Nishen Naidoo
    Supplier Performance reviewers
    Topic posted May 23, 2017 by Nishen Naidoo, tagged Assessment, Qualification, Questionnaire in Procurement > Supplier Qualification Management public
    Title:
    Supplier Performance reviewers
    Summary:
    Ability to add employees to rate suppliers - Dynamically
    Content:

    SQM has the ability to create an RFI to gather information from the Supplier as well internal staff. When dealing with Businesses that span multiple geographies, The Supplier Administrator might not know who are all staff that deal with suppliers and might issue the RFI for example to the buyer, who in turn might want request that the receiving department complete the RFI,  they in turn might request Stock controller to complete the RFI and so on, creating a need to Dynamically add reviewers with approvals in place of course.

    This would create a more encompassing view of the Supplier and allow for better supplier management and optimization of business resources.