Suppliers

Working with several suppliers can get very complex given the geographical diversity, fluctuating markets and business conditions, and political, economic, climate, and disaster-related risks. The Supplier Management product in the GEP QUANTUM suite helps reduce the complexity by providing you useful, actionable insights into supplier performance that yield better outcomes and drive real savings.

In this release, 11 features/enhancements have been added to Supplier Management.

Ticket Management – Ability to Assign User Groups for Milestone and Activity

LEOSUPTICK-1307 | Configurable: No

With this release, Milestones and Activities can be assigned to user groups, allowing any member to take action and track progress.

The fields Status Description and Assignee Comments are editable in the Achieved status.
The fields Due Date, Status, Description, and Assignee Comments are editable in Assigned and In Progress statuses.
No field is editable in Closed status.
If any milestone/activity is achieved, then the task is deleted for all user groups.

The following notifications are triggered based on ticket actions:

S.no	Action	Description	Trigger Notification
1	Assigning a group to the Milestone/Activity	Trigger a notification to all the group assignees to take action on the milestone/assignee.	LEOSUPTICK-791-SendAssignedNotificationToMilestoneAssignee / LEOSUPTICK-791-SendAssignedNotificationToActivityAssignee
2	Completion of Milestone/Activity	Trigger a notification to all the assignees post completion of an action on Milestone/Activity	LEOSUPTICK-678-TicketCompletionNotificationToMilestoneAssignee
3	Send a Reminder to complete the action before the due date	Trigger a reminder notification to all assignees to complete the action before the due date	LEOSUPTICK-791-SendReminderToActivityAssigneeForApproachingDueDate

Scorecard – Ability to View KPI Overall Feedback

PLSCRD-3614 | Configurable: Yes

With this release, evaluators can add KPI-specific feedback that is visible to the Scorecard Creator and Admin post response submission. Additionally, they can also add their own feedback if the activity is enabled, and share it with Suppliers, who can then add comments. Both Buyers and Suppliers are notified when feedback is shared.

Activity Name: GEPLCX Scorecard - Add Feedback in score summary

Configuration Details:

Setting Name: Enable Overall Feedback
Required Value: ON
Default Value: OFF

Scorecard – Ability to View Origin Type and Origin Document ID

PLSCRD-3587 | Configurable: No

With this release, as a Scorecard Evaluator, you can view the Origin Type and Origin Document ID for the Scorecard, whether it is generated from a Contract or a Ticket.

Scorecard – Ability to Allow Collaborative Evaluation

PLSCRD-3570 | Configurable: Yes

With this release, Scorecard Creators and Admins can enable collaborative evaluations for Buyer Evaluators. They can designate multiple Buyer Evaluators to add responses simultaneously. The Creator or Admin can also select a primary Buyer to capture the final scores on score summary and determine which collaborators are authorized to submit. All collaborators can share a common task, allowing them to save responses at the same time. Users who are allowed to submit can only submit responses.

Configuration Details:

Setting Name: EnableCollaborativeEvaluations
Required Value: ON
Default Value: OFF

Automated Supplier Offboarding

PLS-310388| Configurable: Yes

With this release, the application now automatically creates a Project Request to initiate Supplier Offboarding when there's a lack of recurring spend for a specific period and the Supplier has a GEP Registered status.

Configuration Details:

Setting Name: Supplier Offboarding - Define Group ID which would be passed for Projects Auto-Creation.
Description: Mention the Group ID which can be defaulted in the Team Member section of the Projects document as part of Supplier Offboarding.
Possible Value: Numeric
Default value: 0

Configuration Details:

Setting Name: Supplier Offboarding - Enable Scheduled Action of Auto-Supplier Offboarding & Project Creation
Description: Enable this feature, if the auto-offboarding functionality needs to be enabled that can lead to auto-project document creation.
Possible Value: True/False
Default value: False

Configuration Details:

Setting Name: Supplier Offboarding - Define Partner Status Code for Checking if the Auto-Offboarding Process is not eligible.
Description: Mention the status code, which can be checked, prior to auto-offboarding trigger. If the status code, matches with the value on the profile, the offboarding process will not be initiated.
Possible Value: Numeric
Default value: 0

Introducing IsUnique and IsEditability Columns to Supplier Source Type Global Code

PLS-310409| Configurable: Yes (Global Codes)

With this release, two new columns, IsUnique and IsEditability are introduced in the Source Type Global Code.

Each source type can now be configured as either unique or editable, controlling how users interact with the information.

isUnique – To prevent duplicates, the application ensures that only one row of a specific source type can be added to the Source Information section.
isEditable – The application checks whether a source information type can be edited or changed once added.

Global Code Name: Custom Columns

Configuration Details: The availability of this feature/enhancement is based on the Global Code setting. Please reach out to your Account Manager for more information.

Triggering Form Notification Based on Contact Roles added in Form Master

PLS-310410| Configurable: Yes (Global Codes)

With this release, the Invite Supplier Contact Roles field on the Form Master page extracts its values from the Contact_Roles Global code.

If some roles are selected in the Form Master page while setting up the form, then:

When a form is sent, any user in the Supplier Profile's Contact Information section with the same role is notified.
You also receive all subsequent reminder notifications.
If a form is withdrawn, users with the corresponding role are notified of the change.

Global Code Name: Contact_Roles

Configuration Details:

Setting Name: Invite and Remind Supplier Contact Roles both Primary and Secondary to Form Notifications
Description: Based on the Supplier Contact Roles selected in the Form Master page, the relevant Supplier Contacts would get Form specific Notifications pertaining to Invitation & Reminder. If the configuration is false, the existing notifications to Primary Contacts remain same.
Possible Value: True/False
Default value: False (True for Caterpillar Direct - consider the selections made in the Form Master page, to send notifications to relevant Supplier contacts.)

Configuration Details: The availability of this feature/enhancement is based on the Global Code setting. Please reach out to your Account Manager for more information.

Restricting Self-Editing for Registered Contacts

PLS-310411| Configurable: Yes

With this release, contact edit locks are implemented on the Supplier Profile for registered users, and UI issues are corrected.

As a Registered Primary Contact:
- You cannot edit your own contact row once registered
- You can edit other contact rows irrespective of the contact status
As a Registered Secondary Contact:
- You cannot edit your own contact row once registered
- You cannot edit other contact rows, whose Contact status is Registered

Configuration Details:

Setting Name: Restrict Edit to Own Contact Rows
Description: Enable this configuration to govern restrictions on editability for own contact rows
Possible Value: True/False
Default value: False (True for Caterpillar Direct)

Introducing Goods Receipt and Requisition Tabs

PLS-310412| Configurable: Yes (GEP Quantum Studio)

With this release, two new Goods Receipt and Requisition tabs are introduced in the Associated Documents section of the Supplier Profile.

For Good Receipt, the following columns are added:

Goods Receipt Name (the cell is hyperlinked which redirects to the document)
Goods Receipt Number
Goods Receipt Status
Created By
Created On

For Requisition, the following columns are added:

Requisition Name (the cell is hyperlinked which redirects to the document)
Requisition Number
Requisition Status
Purchase Type
Created By
Created On

Configuration Details: The availability of this feature/enhancement is based on the GEP Quantum Studio. Please reach out to your Account Manager for more information.

Enhancements to Diversity and Certificate Section

PLS-310417| Configurable: Yes (Global Codes)

Prior to this release, when a language other than English is selected, the options within the Diversity and Certificate section, the Category, Type, and Sub-type columns did not translate effectively.

With this release, the information is translated correctly for a domain where translation templates are enabled for each column.

Global Code Names:

Certificate_Professional_Types
Certificate_Categories
Certificate_Diversity_Types
Certificate_Proffesional_SubType

Configuration Details: The availability of this feature/enhancement is based on the Global Codes setting. Please reach out to your Account Manager for more information.

Enhancements to Supplier Onboarding Section

PLS-310485| Configurable: No

With this release, creating a new Relationship Type record in the Supplier Onboarding section supports the following statuses:

Not Initiated
In Progress
Approved
Rejected
Blocked

When updating an existing row in the Supplier Onboarding section, the status changes to one of the following statuses, based on its current status:

Not Initiated to In Progress/Approved/Blocked
Approved/Rejected to Blocked

The following actions are restricted:

Adding a new row while an existing row is In Progress.
Deleting an existing Relationship Type record.
Changing the Overall status from In-Progress to another status.