If the community has the 'Sourcing' module enabled this can be configured from Administration module > Modules > Sourcing.
Community Administrators can create and manage email templates for the email sent to suppliers informing them of the bid. The email uses tokens as placeholders for information specific to the bid, such as Supplier Name, Contact Name, Response Date and so on. To add a new email template select 'Add Email Template' and complete the details, making use of the tokens where appropriate. To set the default email select the name of the email you wish to be the default from the 'Default Template' drop-down.
The community can pre-define a standard question sections that can be quickly added to bid requests. Standard sections can be uploaded via a CSV file by selecting 'Upload Question Sections' or they can be entered into the application directly by selecting 'Add Question Section'.
Users evaluating sourcing bid responses can add tags against each supplier, these can then be used on the 'Supplier Responses' and 'Scorecard' tabs to filter suppliers by tag. Tags are automatically created when a user enters a new tag name when tagging a supplier. Community Administrators can delete unwanted or old tags on this page. Deleting tags does not impact existing bid requests, but it will stop them being offered as suggestions.
Scales are used to add specific evaluation scales for your community to choose from when creating a bid request (e.g. 1-3, 0-10, 1-100). This is then used by the evaluators to give a score to responses.
Removed Supplier Reasons
This page is used to define and manage reason codes that are used when a supplier is rejected during the bid request process. These values are used to populate the reason code picklist.
Community Administrators can create security profiles that are assigned to bid request users. The Sourcing security profiles are customizable so that communities can configure access the way they want.
Allow Ad-Hoc Permissions
If you would rather just assign individual permissions to users then enable the 'Ad-hoc Permissions' option. Any of the below permissions can then be assigned to a user when adding them to the bid request.
|Read||Allows the user to view the contents of the Bid Request including the summary, selected suppliers, attachments and Bid Request requirements. It includes access to the forums.|
|Administrator (Full Control)||Allows the user to view and update the contents of the Bid Request including the summary, selected suppliers, attachments and Bid Request requirements. It includes access to the forums. This allows the user to make any administrative changes to the Bid Request, including cancelling the Bid Request.|
|Collaborate: Add Requirements||Allows the user to add their requirements to the Bid Request. Used when collaborating with other buyers.|
|Collaborate: Update Requirements||Allows the user to add volume to existing requirements on the Bid Request. The user cannot add new lines. Used when collaborating with other buyers.|
|Workgroup Forum Read||Allows the user to read workgroup forum posts.|
|Workgroup Forum Write||Allows the user to read and post to the workgroup forum.|
|Notifications Read||Allows the user to read the public notifications area.|
|Notifications Write||Allows the user to post to the public notifications area.|
|Supplier Forum Read||Allows the user to read the supplier forums.|
|Supplier Forum Write||Allows the user to post to the supplier forums.|
|Can View All Scores||Allows the users to view all scores. (Organizations can keep scores hidden until the bid evaluation process is complete and scores can be reviewed collectively.)|
Add a New Group Permission
A group permission defines the security role that will be assigned to users. Give the group a name (e.g. 'Reviewer') and then configure the permissions you will give to anyone assigned that group (e.g. 'Collaborate: Add Products'). The bubble help on the Group Permission screen explains the different permissions.
If a community wants to collaborate on bid requests with other organizations in the extended Unimarket community, this tab is used to select which communities to collaborate with. This will allow chosen communities to add your community to their bid requests. If you wish to add other communities to your bid request you will need to ask them to add you.
The bottom field displays communities that have shared bid request collaboration with you, allowing your community to add them to your bid requests.