Create Registration Rule Sets

When a supplier registers, the application creates a questionnaire consisting of questions from the qualification areas that you identified in your rule set and then presents that questionnaire to the supplier.

The questionnaire responses by the supplier are used to automatically create qualifications for the supplier if the rule set is configured to do that.

Use the following procedure to create a registration rule set.

1. In the Setup and Maintenance work area, go to the Manage Supplier Qualification Rule Sets task and then go to the Create Rule Set page:

   • Offering: Procurement

   • Functional Area: Supplier Qualification

   The application initially selects registration rule set. If you're creating a different type of rule set, click the link for the rule set type. On the Create Rule Set page, enter rule set header information:

   • Rule Set to specify the set name and optionally enter a description for the set.

   • Select a Procurement BU.

   • Whether to allow branching.

   • Whether to automatically create questionnaires.

     If you select this option, qualifications are automatically created on the areas that were a part of the registration questionnaire and the responses provided by the supplier are mapped to the qualification to make it ready for evaluation.

2. Click Add Condition. On the Add Condition dialog window enter

   • Condition Type - you have two options:

     • Always displayed - the questions are always used in the questionnaire.

     • Response dependent - the questions are added to the questionnaire only if the supplier response matches the condition. If you select response dependent, you use the Create Condition dialog window to define the condition that the response must match.

       • Supplier Profile Attribute - you select this from the list of profile attributes. You can use this field and the following two fields to create a condition based on a supplier profile attribute. When a response entered by the supplier matches the condition, the qualification area for this condition are used to generate the questionnaire.

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

       • Value - a value appropriate to the supplier profile attribute

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

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

   • Procurement BU or a 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 (multiple areas if you use a partial search value). Either way, from the search results, highlight the qualification area and click Apply.

   • Business Relationship - Prospective or Spend Authorized. You can restrict the use of this condition to the appropriate business relationship value.

   • When you're finished adding qualification areas to the condition, click OK.

5. When you're have entered all the information for your rule set, click Save and Activate.