Creating participant groups

Setting up a participant group lets you organize the contract participants by their assigned group.

  1. Select Supply Management > Supply Management Setup > Shared Setup > Participant And Member Groups.
  2. Click Create.
  3. Select a Procurement Group.
  4. Specify a Group code and Title for the participant group.
  5. Specify this information:
    Procurement Group
    Specify a procurement group.
    Group
    Specify a group code.
    Title
    Specify a title.
    Use For Manufacturer and Distributor Contracts
    Select this check box to indicate that the participant group is only used to create members for manufacturer or distributor contracts.
    Description
    Provide a description.
  6. Click Save.
  7. On the Participants tab, click Create.
  8. Specify this information:
    Procurement Group
    Specify a procurement group.
    Participant Group
    Specify a participant group.
    Company
    Specify a company.
    Location
    Specify a location.
    Requesting Location
    Specify the requesting location.
    Pricing Group
    Specify the pricing group.
    Accounting Information
    Specify the accounting information.
  9. Click Save.
  10. If the Location tab is blank, select the Department tab and specify the required information.
  11. Click Save.