E-Supplier entry and access - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

Intergraph Smart Materials Classic Help

Language
English
Product
Intergraph Smart Materials
Subproduct
Classic
Search by Category
Help
Smart Materials/Smart Reference Data Version
10.2

At the beginning of your project, you must specify settings to control the behavior of the company qualifications workflow. You must also specify access for potential suppliers.

In order for e-mail notification to approvers to work properly, you must define approval templates for login requests, company profiles, and qualifications in the same project/product group as the RMTE_COMP user.

Company qualifications workflow

The graphic below shows the overall workflow for company qualifications. Notice that there are three main branches (1-Step, 2-Step, and 3-Step).

CQ Workflow

Here is more detail about the 1-Step, 2-Step, and 3-Step options.

1-Step – The software sends e-mail with logon name and password to the given e-mail address and then allows the supplier to log in to prepare the company profile (Registration) and then the questionnaire and material groups (Qualification).

On the questionnaire, the 1-Step value does not restrict the number of top-level nodes displayed in the questionnaire tree; that is, a company that has opened the P.20.03 Questionnaire screen via Supplier Entry login is able to answer questions below all four top-level nodes from the very beginning of the process.

2-Step - The software sends e-mail with logon name and password to the given e-mail address and then allows the supplier to log in to prepare the company profile (Registration). Approval is required before the supplier is permitted to complete the questionnaire and material groups (Qualification).

3-Step – The supplier must accept the login request. Then the software sends e-mail with logon name and password to the given e-mail address, and the supplier logs in to prepare the company profile (Registration). Approval is required before the supplier is permitted to complete the questionnaire and material groups (Qualification).

The 2-Step and 3-Step values cause the questionnaire to only show the Login Details and Company Profile nodes at first. After a supplier has submitted answers to all mandatory questions below those top-level nodes, and after the answers have been approved, a new call of P.20.03 Questionnaire by the company (via Supplier Entry login) yields the complete questionnaire tree and allows the company to complete the questions under the Material/Work Groups and Qualifications nodes as well.

In the company qualifications workflow, you might hear the terms "Staging Area" and "Active Data". As a supplier goes through the process, its data passes from the "Staging Area" to "Active Data". For example, supplier data is in the "Staging Area" until the company profile is approved, and after approval, it is in "Active Data".

What do you want to do?