Difference between revisions of "General Tender Settings"
(Created page with "==General Tender Settings== In the General tab, you will be able to edit the settings of the RFx module. ===User system email=== If the checkbox “use system email” is c...") |
|||
| Line 1: | Line 1: | ||
| − | ==General Tender Settings== | + | =='''Section: General Tender Settings'''== |
In the General tab, you will be able to edit the settings of the RFx module. | In the General tab, you will be able to edit the settings of the RFx module. | ||
| Line 36: | Line 36: | ||
If selected, the option allows the usage of the platform’s colors in the excel exports of the grids created inside of a RFX project. | If selected, the option allows the usage of the platform’s colors in the excel exports of the grids created inside of a RFX project. | ||
| + | |||
| + | |||
| + | =='''Section: Supplier management'''== | ||
| + | |||
| + | ===Supplier companies to be invited in the project are restricted by BU assignment=== | ||
| + | |||
| + | Depending on the selection made, the supplier companies’ invitation to the RFX projects will be conditioned or not by Business Unit. | ||
| + | The user can choose to be able to add to his projects only companies belonging to a particular Business Unit, belonging to the Business Unit assigned to the project, or to any Business unit available in the system. | ||
| + | |||
| + | ===Display companies with a particular registration status=== | ||
| + | |||
| + | Only Supplier companies with the selected registration status will be visible when the project leader will invite suppliers to his newly created RFX project. | ||
| + | |||
| + | ===Access to project in status “Potential"=== | ||
| + | |||
| + | If checked, the suppliers with the registration status “Potential” will be able to access and participate to projects. | ||
| + | |||
| + | |||
| + | =='''Section: Invitation Settings'''== | ||
| + | |||
| + | ===Invite automatically Material group and Business unit responsible=== | ||
| + | |||
| + | Material group responsible and Business unit responsible can be automatically invited to a project when it is created. | ||
| + | |||
| + | Access Backoffice Customizing Settings RFX Invitation settings | ||
| + | |||
| + | *If you wish to activate this process, select the role you want these users to have when they are in the project. | ||
| + | |||
| + | *No role selection means that no Material group responsible or Business unit responsible will be automatically invited. | ||
| + | |||
| + | ===Direct project access for interested buyers initialy not invited=== | ||
| + | |||
| + | Buyers who have not been initially invited to the project can be given access when they click on the specific project in the project list. | ||
| + | |||
| + | If you wish to activate this process, select the role these buyers should have when they try to access the project. (Select from “Invite buyers who are not invited directly to a project as”). | ||
| + | |||
| + | ===Allow “Buyer Light” assistant users to create a project=== | ||
| + | |||
| + | If this checkbox is checked, users who have the “RFx Buyer Light” role and who are set as personal assistant of a user having “RFx Buyer” role will be able to create projects. | ||
| + | |||
| + | ===Automatically invite hierarchical superiors to a RFX project as setup approver=== | ||
| + | |||
| + | This option allows automatically inviting of the hierarchical superiors that are collected in the field “Parent user” in the personal information of every user as setup approver. | ||
| + | In the setting right to it you can define the default role of these users. | ||
| + | |||
| + | For this option, it is possible to select a role (only one, the multiple selection is not allowed). And by default the parent(s) user will be invited with the selected role inside the RFX created using this particular template as a setup approver. | ||
| + | |||
| + | By default, no role is selected, which means that the parent users are not automatically invited to the RFX project. | ||
| + | |||
| + | * In order to be invited automatically, the parent users must have a RFX role: RFX buyer or RFX buyer light. If there is no RFX role assigned to the parent users, then the user will not be invited to the project (no error message is displayed in the RFX project). | ||
| + | |||
| + | In addition to this setting on platform level, you can define by project template if the parent user should be generally invited to projects of his inferiors. | ||
| + | |||
| + | ===See only <<enabled>> buyers in the list=== | ||
| + | |||
| + | When inviting members to the Project team of a new RFX project, the project leader will be able to see in the list of the available buyers from database only those accounts which are enabled, if this setting is selected in Backoffice. | ||
| + | If the setting is not checked, then all the buyer accounts will be displayed in the pop-up inside the RFX project, even if they are not enabled. | ||
| + | |||
| + | ===See only <<enabled>> supplier contact in the list=== | ||
| + | |||
| + | When inviting suppliers to the Supplier circle of a new RFX project, the project leader will be able to see in the list of the available supplier companies from the database only those accounts which are enabled, if this setting is selected in Backoffice. | ||
| + | If the setting is not checked, then all the supplier accounts will be displayed in the pop-up inside the RFX project, even if they are not enabled. | ||
| + | |||
| + | |||
| + | =='''Section: Business objects Settings'''== | ||
| + | |||
| + | ===Automatically insert default Business Unit of the Project Leader=== | ||
| + | |||
| + | If the checkbox “Use default BU of the project leader for project” is checked, the project leader’s default business unit will be automatically inserted as Business Unit for the project. | ||
| + | |||
| + | ===Possibility to assign any Business Unit to the project=== | ||
| + | |||
| + | If the checkbox “Project leader can assign any BU to the project” is checked, the project leader will be able to select any Business Unit from the Business Unit tree, also entries that are not assigned to his own user account. | ||
| + | |||
| + | ===Restriction of user invitation with Business Unit of the project=== | ||
| + | |||
| + | If the checkbox “Project leader can only invite buyers assigned to one BU of the project” is checked, the project leader will only be able to invite team members belonging to one of the Business Units of the project. | ||
| + | |||
| + | ===Select level(s) of material groups=== | ||
| + | |||
| + | Through the setting “Select MG level(s) to be shown in project settings” the project leader will only be able to see the selected level(s) of the material group tree. | ||
| + | |||
| + | Through the setting “Select MG level(s) to be selected in project settings” the project leader will only be able to select the selected level(s) of the material group tree. | ||
| + | |||
| + | ===Select level(s) of business unit=== | ||
| + | |||
| + | Through “Select BU level(s) to be shown in project settings” the project leader will only be able to see the selected level(s) of the business unit tree. | ||
| + | |||
| + | Through the setting “Select BU level(s) to be selected in project settings” the project leader will only be able to select the selected level(s) of the material group tree. | ||
| + | |||
| + | |||
| + | =='''Section: Show Setting'''s== | ||
| + | |||
| + | ===Display Optimization scenario icons=== | ||
| + | |||
| + | If the checkbox “Display Optimization scenario icons” is checked, the corresponding icons will appear in the advanced grid analysis page. | ||
| + | |||
| + | ===Hide Finance Overview tab=== | ||
| + | |||
| + | If the checkbox “Hide Finance overview tab” is checked, the tab Finance Overview will not be shown to users when they enter the RFx Module. | ||
| + | |||
| + | ===Show “Tasks list” tab=== | ||
| + | |||
| + | If the option is checked, then the “Tasks list” will be displayed inside the RFX project. | ||
| + | |||
| + | ===Display “Contract mapping” tabs in Awarding phase=== | ||
| + | |||
| + | If the option is selected, then the “Contract mapping” tabs will be displayed inside the Awarding phase of the RFX project. | ||
| + | |||
| + | ===RFx wizards=== | ||
| + | |||
| + | The choice of RFx wizard is client specific, your selection should be “eRFx Wizard”. Please do not change it. | ||
| + | |||
| + | ===Ignore product group requirement validation on publish grid=== | ||
| + | |||
| + | It is required to check in the internal / external phases of an RFX project if an article which was added to a grid is assigned to a Group Requirement. RFx projects are not allowed to be published if there are still some articles added which have no Group Requirement assignment. | ||
| + | In case the conditions are not respected, at the RFX project’s publication, a warning message will be displayed: “Article [name] Line [xx] Grid [xx] has not been assigned to GR”. | ||
| + | |||
| + | This option allows the user to publish the project even if the conditions are not being met. | ||
Latest revision as of 10:43, 23 March 2014
Contents
- 1 Section: General Tender Settings
- 2 Section: Supplier management
- 3 Section: Invitation Settings
- 3.1 Invite automatically Material group and Business unit responsible
- 3.2 Direct project access for interested buyers initialy not invited
- 3.3 Allow “Buyer Light” assistant users to create a project
- 3.4 Automatically invite hierarchical superiors to a RFX project as setup approver
- 3.5 See only <<enabled>> buyers in the list
- 3.6 See only <<enabled>> supplier contact in the list
- 4 Section: Business objects Settings
- 5 Section: Show Settings
Section: General Tender Settings[edit]
In the General tab, you will be able to edit the settings of the RFx module.
User system email[edit]
If the checkbox “use system email” is checked, the emails will be sent as coming from the platform.
Use daily reports of events[edit]
If the option is used then a daily report of the projects will be created.
Daily report sent to[edit]
This option allows the sending of the daily reports of the events to a particular user in charge. The email address of the user can be added in the special box destined for this.
Allow One-Page project[edit]
In case this option is checked, the users can create express or quick projects. To create an express project the user must select one of the “Express project” options as well, settings which can be found in the General settings section of the RFX template.
Display Sourcing plan[edit]
When the option is checked, a new tab will be available in the RFX module (project list).
Use Sourcing plan approval workflow[edit]
The option activates / deactivates the workflow for the previous option “Use Sourcing plan”, and it is unchecked by default. The workflow is based on the project’s set up workflow.
RFX Admin can replace Sourcing plan approvers[edit]
The option has the purpose to authorize RFX admins to replace approvers in the workflow, and by default this option is not activated.
Use platform colors in grid excel export[edit]
If selected, the option allows the usage of the platform’s colors in the excel exports of the grids created inside of a RFX project.
Section: Supplier management[edit]
Supplier companies to be invited in the project are restricted by BU assignment[edit]
Depending on the selection made, the supplier companies’ invitation to the RFX projects will be conditioned or not by Business Unit. The user can choose to be able to add to his projects only companies belonging to a particular Business Unit, belonging to the Business Unit assigned to the project, or to any Business unit available in the system.
Display companies with a particular registration status[edit]
Only Supplier companies with the selected registration status will be visible when the project leader will invite suppliers to his newly created RFX project.
Access to project in status “Potential"[edit]
If checked, the suppliers with the registration status “Potential” will be able to access and participate to projects.
Section: Invitation Settings[edit]
Invite automatically Material group and Business unit responsible[edit]
Material group responsible and Business unit responsible can be automatically invited to a project when it is created.
Access Backoffice Customizing Settings RFX Invitation settings
- If you wish to activate this process, select the role you want these users to have when they are in the project.
- No role selection means that no Material group responsible or Business unit responsible will be automatically invited.
Direct project access for interested buyers initialy not invited[edit]
Buyers who have not been initially invited to the project can be given access when they click on the specific project in the project list.
If you wish to activate this process, select the role these buyers should have when they try to access the project. (Select from “Invite buyers who are not invited directly to a project as”).
Allow “Buyer Light” assistant users to create a project[edit]
If this checkbox is checked, users who have the “RFx Buyer Light” role and who are set as personal assistant of a user having “RFx Buyer” role will be able to create projects.
Automatically invite hierarchical superiors to a RFX project as setup approver[edit]
This option allows automatically inviting of the hierarchical superiors that are collected in the field “Parent user” in the personal information of every user as setup approver. In the setting right to it you can define the default role of these users.
For this option, it is possible to select a role (only one, the multiple selection is not allowed). And by default the parent(s) user will be invited with the selected role inside the RFX created using this particular template as a setup approver.
By default, no role is selected, which means that the parent users are not automatically invited to the RFX project.
- In order to be invited automatically, the parent users must have a RFX role: RFX buyer or RFX buyer light. If there is no RFX role assigned to the parent users, then the user will not be invited to the project (no error message is displayed in the RFX project).
In addition to this setting on platform level, you can define by project template if the parent user should be generally invited to projects of his inferiors.
See only <<enabled>> buyers in the list[edit]
When inviting members to the Project team of a new RFX project, the project leader will be able to see in the list of the available buyers from database only those accounts which are enabled, if this setting is selected in Backoffice. If the setting is not checked, then all the buyer accounts will be displayed in the pop-up inside the RFX project, even if they are not enabled.
See only <<enabled>> supplier contact in the list[edit]
When inviting suppliers to the Supplier circle of a new RFX project, the project leader will be able to see in the list of the available supplier companies from the database only those accounts which are enabled, if this setting is selected in Backoffice. If the setting is not checked, then all the supplier accounts will be displayed in the pop-up inside the RFX project, even if they are not enabled.
Section: Business objects Settings[edit]
Automatically insert default Business Unit of the Project Leader[edit]
If the checkbox “Use default BU of the project leader for project” is checked, the project leader’s default business unit will be automatically inserted as Business Unit for the project.
Possibility to assign any Business Unit to the project[edit]
If the checkbox “Project leader can assign any BU to the project” is checked, the project leader will be able to select any Business Unit from the Business Unit tree, also entries that are not assigned to his own user account.
Restriction of user invitation with Business Unit of the project[edit]
If the checkbox “Project leader can only invite buyers assigned to one BU of the project” is checked, the project leader will only be able to invite team members belonging to one of the Business Units of the project.
Select level(s) of material groups[edit]
Through the setting “Select MG level(s) to be shown in project settings” the project leader will only be able to see the selected level(s) of the material group tree.
Through the setting “Select MG level(s) to be selected in project settings” the project leader will only be able to select the selected level(s) of the material group tree.
Select level(s) of business unit[edit]
Through “Select BU level(s) to be shown in project settings” the project leader will only be able to see the selected level(s) of the business unit tree.
Through the setting “Select BU level(s) to be selected in project settings” the project leader will only be able to select the selected level(s) of the material group tree.
Section: Show Settings[edit]
Display Optimization scenario icons[edit]
If the checkbox “Display Optimization scenario icons” is checked, the corresponding icons will appear in the advanced grid analysis page.
Hide Finance Overview tab[edit]
If the checkbox “Hide Finance overview tab” is checked, the tab Finance Overview will not be shown to users when they enter the RFx Module.
Show “Tasks list” tab[edit]
If the option is checked, then the “Tasks list” will be displayed inside the RFX project.
Display “Contract mapping” tabs in Awarding phase[edit]
If the option is selected, then the “Contract mapping” tabs will be displayed inside the Awarding phase of the RFX project.
RFx wizards[edit]
The choice of RFx wizard is client specific, your selection should be “eRFx Wizard”. Please do not change it.
Ignore product group requirement validation on publish grid[edit]
It is required to check in the internal / external phases of an RFX project if an article which was added to a grid is assigned to a Group Requirement. RFx projects are not allowed to be published if there are still some articles added which have no Group Requirement assignment. In case the conditions are not respected, at the RFX project’s publication, a warning message will be displayed: “Article [name] Line [xx] Grid [xx] has not been assigned to GR”.
This option allows the user to publish the project even if the conditions are not being met.
