SLM UI Refactoring

 Responsibility/Men Change Done Comments/Queri Remark

u es s
Supplier Supplier Qualification and Fig1
Management Evaluation menu is removed
Administrator/User
Supplier Subtabs are added : Home,  Fig2,
Management Supplier Creation, Notify All Fig3
Administrator/User
--> Suppliers Tab
Supplier Home page has been modified  Fig4
Management to include Published
Administrator/User Assessments/Draft
--> Suppliers Tab --> Assessments/Manage
Home Assessments/Templates/Reusab
le Lists/Responses
Supplier Functions for Registering new  
Management suppliers/Creating suppliers are
Administrator/User added
--> Suppliers Tab -->  (POS_SM_MNG_SUPPLIERS_FN)
Supplier Creation
Supplier Registration tab is renamed to  Fig5
Management ‘Setup’.
Administrator -->
Administration -->
Setup 
Supplier Functions for setting up  Fig5
Management Assessment Styles, Terms and
Administrator --> Conditions, Reusable Supplier
Administration --> Invitation Lists, Reusable
Setup Questionnaire Lists, Assessment
Notification Subscriptions are
added. 
Supplier SLM related controls are  Fig6
Management rearranged to top so that based
Administrator --> on the controls selected, page
Administration --> will be refreshed to show/hide
Setup  --> appropriate fields. For eg : If
Assessment Styles Supplier Registration and Pre-
 qualification is enabled, line
level fields will not be
displayed. 
Supplier For all the seeded styles: Terms Fig6
Management and Conditions, Abstracts and
Administrator --> Forms regions will be disabled.
Administration -->
Setup  -->
Assessment Styles
Supplier For SLM documents, enable  Fig5
Management Buyer/Supplier Notifications.
Administrator --> For existing customers, We will
Administration --> provide a script to update the
Setup  --> assessment notification
Assessment subscriptions to RFI subscription
Notification values.
Subscription
Supplier Published Assessments region  Fig4
Management displays all SLM published
Administrator/User assessments
--> Suppliers Tab -->
Home --> Home
Page --> Supplier
Assessments Region
Supplier Draft assessments region  Fig4
Management displays all draft assessments of
Administrator/User style Audit or Performance.
--> Suppliers Tab -->
Home --> Home
Page --> Draft
Assessments Region
Supplier Manage Assessments :  Fig4
Management Create/View assessments
Administrator/User Manage Templates :
--> Suppliers Tab --> Create/Update/View Templates
Home --> Home Reusable Lists :
Page --> Quick Links Invitation/Attribute/Questionna
region ire Lists
Manage Responses : Surrogate
Responses/Evaluations
Supplier To Do list is split into New  Fig4
Management Supplier Requests and Profile
Administrator/User Update Requests
--> Suppliers Tab -->
Home --> Home
Page --> To Do List
Supplier Assessment or Template  Fig7
Management creation pages :
Administrator/User Nomenclature has been
--> Suppliers Tab --> modified to assessment in
Home --> Home page/region/field titles and
Page --> prompts.
Assessment/Templa Fields not applicable to SLM are
te Creation defaulted and hidden.
Controls not applicable for SLM
are hidden.
Validation Error messages
nomenclature changes
Supplier Nomenclature changes are  Fig7
Management done for Requirement creation
Administrator/User flow and spreadsheet
--> Suppliers Tab --> export/import of requirements.
Home --> Home
Page -->
Assessment/Templa
te Creation
Supplier Contracts tab is hidden for SLM  Fig7
Management documents.
Administrator/User
--> Suppliers Tab -->
Home --> Home
Page -->
Assessment/Templa
te Creation -->
Contracts 
Supplier Nomenclature changes in excel  
Management and error messages for lines
Administrator/User spreadsheet import/export are
--> Suppliers Tab --> done.
Home --> Home
Page --> Assessment
Creation --> Lines
Spreadsheet
import/export
Supplier Response nomenclature  
Management changes
Administrator/User Response questionnaire/lines
--> Suppliers Tab --> import/export nomenclature
Home changes
Response publish validations
Supplier Amendments and New round  
Management functions are disabled for SLM
Administrator/User documents.
--> Suppliers Tab -->
Home  -->
Assessment Review
Page --> Actions
Buyer & Supplier SLM Notifications nomenclature  
Workflow changes are done
Notifications
Supplier  New seeded Colloboration  Fig8
Management Team member responsibility
Evaluator has been created to enter
evaluations/surrogate quotes
etc for his/her assessments.
Supplier Assessments tab is created. Fig9
Management
Evaluator  Home
Supplier Home page contains Published Fig9
Management Assessments, Draft
Evaluator  Home Assessments, Your Active/Draft
 Assessments Evaluations, Your Active/Draft
Responses
Plan, Source, Pay Supplier’s Assessments tab has Fig10
Supplier View been added here
Plan, Source, Pay This contains Your Active Draft This is same as Fig10
Supplier View Responses, Open Invitatations. Negotiations tab
Assessments This means it contains Supplier but this
responses and their invitations Assessments tab
contains only
Assessment(SLM)
related
documents, not
Sourcing
documents.
iProcurement  New tab Assessments has been This is same as Fig 11
Assessments added. Supplier
From here buyer can enter Management
evaluations/surroage quotes Evaluator 
 etc. Assessments

1.
Base 12.2.4

The menu is changed, by merging the two (Supplier Home and Supplier
Qualification and Evaluation to single one (Supplier Home).

12.2.4+

Fig1: ‘Supplier Qualification and Evaluation’ is removed from Supplier Management

Administrator responsibility

2.
12.2.4
The above 2 pages are merged to a single page.
12.2.4+

Fig2: Home, Supplier Creation, Notify All sub menus are added to Supplier main Tab
Fig3: Supplier Creation related activates are added under ‘Supplier Creation’ side bar

Fig4 : Modified Supplier Home page

Fig5: Registration tab is renamed to ‘Setup’

Fig6: Assessment Style Creation

Fig7 : Assessment/Template creation

Fig8 : Supplier Management Evaluator Responsibility

Fig9: Supplier Management Evaluator’s Assessments tab

Fig 10: buyer’s Assessment tab is added to responsibility ‘Plan, Source, Pay Supplier
View’

Fig 11: Assessment tab is added to iProcurement responsibility

To create a new document.

In 12.2.4
You navigate to the menu Supplier Qualification and Evaluation, and the page is
like sourcing home page and initiate creating an RFQ.

In 12.2.4+
In Supplier Home, you select Create Assessment
In the popup, you select the Template for the appropriate type and ‘Apply’
User will be navigated to the Create page (similar to Create RFI page earlier) with the
template applied.

Here the user needs to enter the information relevant for the SLM scenario. Also
appropriate terminology is used. “RFI” is called as “Assessment”, “Requirement” is
renamed to “Questionnaire” etc

Setups needed to create a SLM document.

1. Create assessment style (if the seeded Assessment Styles are not sufficient).
Supplier Home -> Setup -> Assessment Style
2. Create SLM templates for each of the styles
A template is mandatory to create an assessment document.

Sourcing and Supplier Lifecycle Management

In 12.2.4+, the Sourcing documents like RFQ, RFI and Auction, cannot be seen
from the SLM responsibility, in the Supplier Home page and SLM document
cannot be seen in the Sourcing Home page.

Sourcing home page -> Administration -> Negotiation styles , this will show
only Sourcing styles.
For sourcing document the following attributes are not shown

These can be selected for assessment styles.

If a style is created with any of the flags from the first 2 of the above picture
in 12.2.4 or earlier, these will be considered as Assessment Styles in 12.2.4+