Creating a sourcing group

A sourcing group is an extension of a Purchase Order (PO) procurement group and expands the processing for a procurement group. Sourcing groups are associated with a procurement group and contain one or more sourcing companies.

Note:

When you create a sourcing group, the information that you define is applied to each sourcing company within the sourcing group.

To create a sourcing group

Access Buyer > Administration > Sourcing Groups.
From the Actions menu, select Create.
On the Create Sourcing Group Setup form, use the following guidelines to enter field values:

Sourcing Group

Required. Type a sourcing group identifier. The identifier must be the same as the associated procurement group.

Supplier Group

Required. Select the supplier group with which this sourcing group is associated.

Description

Required. Type a description for the sourcing group.
Complete the Sourcing Group information.

Amendment Information

Select which actions will trigger amendments to events.

Supplier Portal Sourcing Reports Logo

You can add a logo that appears on PDF outputs of events and responses.

Allow Changing Of Close Date For Sealed Bids With Responses

Determine when the close date can be changed for sealed bids.

If the field is selected, your organization can change the close date on events, regardless of whether responses exist.

If this field not selected, the you will not be able to change the close date if submitted responses exist for the event. (No bid responses are not considered).

You cannot change the close date if it has already passed or if it is before the current date and time.
Click the Event Response Text tab.

Type specific instructions for suppliers who are associated with the sourcing company. These instructions display on the Supplier Portal.
Click the Event E-mail tab.

Type a specific message for suppliers who are associated with the sourcing company. The message is sent to suppliers who are notified of (or who have responded to) an event.
Click Save.