Assigning Vendor to Evaluator

Owned by Enterprise IT
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
3 min read
 SummitAI Procurement
Procurement


You can assign Vendor(s) to an Evaluator. The selected Vendor is evaluated by the assigned Evaluator.

To assign an Vendor to an Evaluator:

  1. Select Procurement > Configuration > Vendor.
  2. On the VENDOR page, the FILTERS pop-up page is displayed. Specify the filter criteria to view a particular set of vendors. For more information about specifying a filter criteria, see Searching Vendor.
  3. Select the Vendor that you want to assign to an evaluator, and click ASSIGN EVALUATOR on the ACTIONS panel.

    VENDOR page
    Figure: VENDOR page

  4. Fill in the details on the ASSIGN EVALUATOR pop-up page. For more details about the fields on the ASSIGN EVALUATOR page, see Field Description.

    ASSIGN EVALUATOR pop-up page
    Figure: ASSIGN EVALUATOR pop-up page

  5. Click SUBMIT. The Evaluators are configured for the selected Vendors and is displayed in the LIST table.

    Note:

    You can also notify the Evaluator or revoke the evaluation process.

    • NOTIFY EVALUATOR: To notify the Evaluator, select from the LIST section and click NOTIFY EVALUATOR and the application sends a notification e-mail to the Evaluator.
    • REVOKE EVALUATION: To cancel the evaluation for any Evaluator, select from the LIST section and click REVOKE EVALUATION and the application revokes the evaluation process for that specific Evaluator. To revoke, the Evaluator should be configured as Mandatory, notified, and with pending Evaluation Status.

Field Description

The following table describes the fields on the ASSIGN EVALUATOR pop-up page:

Field

Description

Tenant

Select the Tenant for which you want to assign an Vendor to an Evaluator.

Vendor Name

Select the Vendor Name from the drop-down list.

Evaluator Name

Search for the Evaluator Name. The selected Evaluator is assigned to evaluate the Vendor.

Is Evaluation Mandatory?

If selected, the Evaluation process becomes mandatory for the Evaluator.

Active

If selected, the configuration becomes active.

LIST

Include Inactive Records

If selected, the Inactive configurations are displayed along with the active configurations.

NOTIFY EVALUATOR

You can notify the Evaluators about the Vendor(s) that are assigned to them. To notify the Evaluators, select the check box against a configuration, and then click NOTIFYEVALUATOR.

PRINT

Click PRINT to print the records displayed on this pop-up page.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed on this pop-up page to a Microsoft Excel sheet.

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet.