Supplier Promotion Rule Sets

Use this procedure to create a rule set to use when a supplier is promoted from prospective business to spend authorized business relationship.

1. In the Setup and Maintenance work area, use the Manage Supplier Qualification Rule Sets task:

   • Offering: Procurement

   • Functional Area: Supplier Qualification

   • Task: Manage Supplier Qualification Rule Sets

   In the Manage Rule Sets page go to Create Rule Set page. The application defaults to a registration rule set, so click the link for the registration approval rule set type. On the Create Rule Set page, enter rule set header information: Rule Set to specify the set name and optionally, a description for the set.

2. Select a Procurement BU.

3. Click Add Condition. On the Add Condition dialog menu, enter

   • Condition Type. You have two options:

     • Always displayed - if you choose this option the questions are always included in the questionnaire created by the application.

     • Response dependent - If you choose a response dependent condition, you continue on the Create Condition pop up and enter:

       • Supplier Profile Attribute - you select this from the list of attributes. You can use this field and these two fields to create a condition based on a supplier profile attribute. When responses entered by the supplier match the condition, the qualification areas under this condition are added to the questionnaire.

       • Operator - a logical operator (=, <, >)

       • Value - choose a value appropriate to the supplier attribute from the list of values. The values you can choose from depend on which attribute you selected.

4. When you're finished defining the condition, click OK.

5. When you return to the Create Rule Set page, highlight your condition and click Add Qualification Areas. Here you specify which qualification areas are used when the condition you specified is met.

6. You can search by Procurement BU or qualification area name. A search on Procurement BU returns a list of qualification areas owned by the BU. A search by qualification area name returns any qualification area, or multiple areas if you use a partial search value.

7. When the search results display, select the row for the qualification area you want to use and click Apply. Note that you can select multiple qualification areas if needed.

8. When you have finished selecting your qualification areas, click OK. You return to the Create Rule Set page.

   Question Branching - If an icon appears in the Question Branching column for a particular area, there is at least one question in the area that has branching. If you click the icon and follow the navigation, on the Question Branching page, you can expand the question to see the branching information.

9. After you have entered the qualification area information, click Save and Activate.