Overview
Pre Qualified: Based on the knowledge of the market and on collected documents (RFI, CSR,...), does the supplier meet the requirements to go further in the qualification? |
Table of content
Step-By-Step
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Account Owner you can add “an account properties”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
4- Scroll down to find the "Account Properties" and click on the button "New Account Property“
❑ Information
1-Fill the date” from date is automatically fill “ to date ..
Account is automatically fill in this square ” A R WILFLEY AND SONS
❑ Qualification Information
❑ Qualification Information
2- Select in View menus (Yes or No or N/A) “Pre Qualified, Commercially Approved, Technically Approved, Qualified “
❑ Axis
3- Fill, Organisational Axis, Geographical Axis, GPS Axis (you can use the the magnificer)
If you fill No in Pre Qualified or in Qualified: Please specify a reason when a supplier is not pre-qualified or qualified “fill Pre-Qualified Comment , Qualified Comment “
Scope Description: Define here more precisely the scope of this Account Property
4- Click on Save
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