15 Supplier Groups

The Supplier Groups node provides a way to "bundle" approved suppliers so that users who are involved in the PCM solution can easily select multiple suppliers during the RFQ process.

15.1 Overview

Using Java Client or Web Client, the administrator can set up global supplier groups that can be leveraged by users with appropriate roles. An Agile PLM user can also define (create, edit, delete) a unique supplier group that meets his particular needs as a personal supplier group. Administrators (users who have the ability to create and modify user profiles) can also create, edit, and delete user-level supplier groups for each user.

15.2 Properties

In Java Client, under User Settings, double-click Supplier Groups to display the main Supplier Groups window. Supplier groups are created with the following properties.

Table 15-1 Supplier Group properties

Property	Description	Editable	Default
Name	Name of supplier group	Yes	Empty
Description	Description of supplier group	Yes	Empty
Suppliers	List of suppliers in the supplier group	Yes	Empty
Type	Type of supplier group: Global or Personal group. Note: If you create a supplier group in Java Client, the default is Global with no alternative; if you create a supplier group in Web Client, Personal is available.	Not after creating the supplier group	Global
Enabled	Whether the supplier group is active or inactive	Yes	Yes

15.2.1 Available actions

• Create – A user administrator can create a new supplier group.

• Edit – A user administrator can edit a supplier group. To add or remove suppliers (users who have been assigned Supplier Administrator, Supplier Manager, or Supplier Project User roles) from the group, the user administrator can add or remove suppliers from the group.

• Enable and Disable – Supplier groups can be enabled or disabled in Edit mode (Web Client) or using the buttons at the top of the Supplier Group window (Java Client).

To create a supplier group in Java Client:

1. Under User Settings, double-click Supplier Groups. The Supplier Groups window appears.

2. Click the New button. The Create New Supplier Group dialog box opens.

3. Fill in the Name and Description fields, and select Yes or No in the Enabled field.

4. The Type field is grayed, with the value of Global entered. (As noted in the table, "Personal" is an available choice when creating a supplier group in Web Client.)

5. Click the icon next to the Suppliers field, and move suppliers from the Choices list to the Selected list.

6. Click OK, and Click OK again. The new user group object is listed in the Supplier Groups window. It is available to users from this point on.

To create a supplier group in Web Client:

1. Click Tools and Settings > Address Book > Supplier Groups. The Supplier Groups page appears.

2. Click Add. The Add Supplier Group window appears.

3. Fill in the Supplier Group Name and Supplier Group Description fields.

4. Select the Supplier Group Type, either Global or Personal.

5. Click the icon next to the Suppliers field. Select suppliers from the list.

   
   

   Note: The supplier group must have at least one supplier selected.

   
   

6. Click Add.

To edit a supplier group in Java Client:

1. Under User Settings, double-click Supplier Groups. The Supplier Groups window appears.

2. Double-click the group you want to modify. The Supplier Group setup window appears.

3. On the General Info tab, select or accept values from the drop-down lists. Add or remove supplier users by moving them into or out of the Selected list.

4. When you are finished, click Save.