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Questionnaire for new supplier - how to

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edited Feb 18, 2019 8:45AM in Supplier Management 1 comment

Summary

How to register only suppliers who qualify

Content

Hello,

I have created the questions and qualification area, added the rule to show the questions (questionnaire) on supplier registration and enabled the questionnaire show on registration pages for Prospective and Spend Authorized external supplier registration forms.
The supplier fills the questionnaire during the registration but the initiative for evaluation (qualification) is not created until the new supplier is approved and registrered.

I have tried this setup:

Supplier Registration Approvals

  • first stage approval only => condition: Business Relationship Equals Spend Authorized
  • Action1: Approval required by Supplier Administrators

Supplier Spend Authorization Approvals

  • first stage approval only => condition Rule always applies

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