Managing Supplier Agreement Life Cycles in Supplier Portal


Acting as the supplier in this demonstration, you will review an expiring agreement and cancel an agreement line that contains an item that was discontinued.


Steps:

  1. From the watchlist on the Overview page, you will navigate to the list of expiring agreements.

     

    Click the Expiring link.

    Step 1
  2. You want to review the warning for the expiring agreement 1001465.

     

    Click the Warning graphic.

    Step 2
  3. The agreement expires in 20 days.

     

    Click the OK button.

    Step 3
  4. From the Actions menu, you can save a copy of the agreement to reference offline. 

     

    Click the View PDF menu bar.

    Step 4
  5. Once you have saved the agreement, you can close the document.

     

    Click the Close button.

    Step 5
  6. Now, you will review the document history for the agreement.

     

    Click the Open link.

    Step 6
  7. Review the three change orders made to the agreement.

     

    Click the Done button.

    Step 7
  8. In reviewing the line details in the PDF copy of agreement 1001465, you noticed it contains power supply, which was discontinued.  You want to cancel the line.

     

    Click the 1001465 link.

    Step 8
  9. From the Actions menu you can cancel the line.

     

    Click the Cancel Line menu bar.

    Step 9
  10. In this demonstration the reason Discontinued item: Power Supply was entered for you.

     

    Click the OK button.

    Step 10
  11. Click the OK button.

    Step 11
  12. Click the Done button.

    Step 12

This concludes the demonstration on managing supplier agreement life cycle in Supplier Portal.

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