Project Settings
These settings appear on the Project tab of the Sourcing
configuration.
| Section | Setting | Description |
|---|---|---|
| Tiers | Show Tier Level Up to | Select the tier limit to display in the preferred supplier list. For example, of you set this value to 3, then all suppliers in levels 1 through 3 are visible to a client manager or an MSP during requisition creation. |
| Release to Tier | Select the tier level to release to the client manager or an MSP when creating a requisition. | |
| Limit Managers to Supplier Tier | Set the tier level to display up to. This only allows client managers to see suppliers up to this level. | |
| Release to Next Tier Level in <number> Business Days | Enter the number of days to hold a supplier tier. If you enter 2,
then the suppliers in the next tier are visible to a client manager for
a requisition if that requisition is not filled. Note: This setting does
not apply if all of a client organization's suppliers are in the
same tier. |
|
| Sourcing | Select Specific Supplier | Select the check box to allow a client manager or MSP to select a specific supplier for a requisition. |
| Search Supplier Pool | Select the check box to allow a client manager or an MSP to search and select suppliers with an active contract. | |
| Allow Modification | Select the check box to allow a client manager with edit permissions to remove a supplier. For more information about editing permissions, see Client User Permissions. | |
| Allow Modification during Req Create | Select the check box to allow a client manager with edit permissions to remove a supplier during the creation of a requisition. | |
| Quote | Quote Submittal Limit | Enter the maximum number of quotes that suppliers can submit for a project. |
| MSP to Filter Quote | Select the check box to allow the MSP assigned for client organization projects to filter incoming quotes before they are visible to a client manager. | |
| Allow Client to Override Quote Filter | Select the check box to allow a client manager to choose if they want to view all incoming quotes, even if they have been filtered by an MSP. | |
| Allow Quote Attachments | Select to allow suppliers to add attachments with an incoming quote. | |
| Quote Attachment Limit | Enter the number of attachments (files) that are allowed. |