General event setup tasks

Before you create, maintain, and award events in Strategic Sourcing, complete general event setup. General setup includes defining articles, terms and conditions, award reasons, no bid reason codes, categories, event templates, questions, contacts, event types, and so on. The list below contains a list of setup tasks.

Note:

Some setup tasks (especially one time configurations) are considered application administration tasks. See the Strategic Sourcing, Contract Management, and Supplier Order Management Administration Guide.


Task	Reference
Set up award reason codes	Create a repository of award and non-award reasons to assign to events. Creating award reasons
Set up categories	Create categories (and subcategories) to help sort and filter terms and conditions, questions, and events. About categories and subcategories Creating categories
Set up articles	Create groups of related terms and conditions that help identify a specific section of an event. About articles Creating articles
Set up terms and conditions	Create a repository of terms and conditions to assign to events. About terms and conditions Creating terms and conditions Adding attachments to terms and conditions
Set up questions	Create a repository of questions related to an event to ask suppliers. About questions Creating questions Assigning and updating answers to questions
Set up contact types	Create groups that identify contact roles. You link contact types to contacts on events, for example, to provide additional information about the contact's role for the event. About contacts and contact types Setting up contact types
Set up contacts	Identify people in your organization who work with sourcing events. Contacts are added to events and the supplier group (as the portal contact). About contacts and contact types Setting up contacts
Set up event types	Create types to group or classify events, such as Request for Information (RFI) and Request for Proposal (RFP). Creating event types
Set up no bid reason codes	Create a repository of no bid reasons to for suppliers or buyers to assign to events or event lines.
Set up event templates	Define a template for creating new events. About event templates Creating event templates
Set up enterprise groups and companies	Identify enterprise groups and companies associated with sourcing events.
Set up supplier groups	Identify supplier groups.
Set up sourcing groups and companies	Identify sourcing groups and companies
Set up contract groups	Create contract groups
Set up buyer weighting criteria	Enter buyer weighting criteria to determine total buyer weighting.
Set up states and provinces	Your organization can create codes for states and provinces to be used for supplier contacts, sourcing contacts, supplier address, meeting address, contacts in Contract Management, and so on. States and provinces can be imported into Strategic Sourcing using Lawson Spreadsheet Designer or data import. If you import states and provinces, use the V1StateProvince business class. The V1StateProvince business class links to the Country Code (IN01.1) setup in Infor Lawson Enterprise Applications. You may want to discuss state and province setup with your Strategic Sourcing applications administrator. Note: If states and province codes are not set up in Strategic Sourcing, you won't have any values to select in address entry forms, but you can type a state or province code directly in the field.
Set up participant groups	Create groups to attach to awards and specify a company location or department to include in the group. These are the groups that work with the awarded purchase order, agreement, or contract. About participant groups Setting up participant groups
Set up commodity codes	Your organization must create a commodity code structure and link it to an item group, then add commodity codes. A list of commodity codes, such as those from a subscription service, can be imported into Strategic Sourcing. For more information about commodity code setup, see the Strategic Sourcing, Contract Management, and Supplier Order Management Administration Guide
Set up supplier performance evaluation templates	Create a template to use to evaluate qualified suppliers. About supplier performance Creating a supplier evaluation template