Enter SRM Information
Explanation
This activity is used to enter SRM information for a supplier and can be
carried out by a user who has access to SRM Info.
Prerequisites
- A supplier must exist.
- Basic data must exist in the
SRM Basic Data window.
- A representative must exist in
CRM and SRM Basic Data window.
System Effects
General SRM information is added and can be
viewed for a particular supplier. The information can be used as selection
criteria in the Request for Quotation process.
Window
Supplier
Related Window Descriptions
Supplier
Supplier/SRM Info
Procedure
- Open the Supplier window and search for
your supplier.
- Click the SRM Info tab and create a new record on the General tab.
- Enter segment.
- Enter the suppliers annual revenue and applicable currency.
- Enter one or more values for geographical presence.
- Enter the rating values; current and the previous.
- Enter dates for review, latest and next.
- Enter main representative.
- Additional information in free text form can be entered in the
Notes
field.
- Save your changes.
- Click the Representative
tab.
- Create a new record.
- Select a value for the Representative ID
field from the List of Values. The representative name will be automatically
retrieved. Optionally, select a value for the Representative Role
field.
Note: You cannot remove the selected main representative from a
record. Instead you can specify an alternative main representative.
- Save the record.