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EUI Portal Tutorial
The following pages contain a tutorial aimed at getting you started with creating a portal from scratch. It assumes familiarity with the application and user interface. Some basic HTML knowledge is useful, but not absolutely necessary. The portal you'll create in the tutorial is for illustrative purposes onlySupplier Responses Table
This table holds all Supplier Response records, which are used to manage responses to individual Sourcing Events. Use Case Sourcing Event Managers and Suppliers can create Response records. These users can create Supplier Response records in two ways: Sourcing Event Manager: can create Supplier Response recordsSupplier Related Companies Table
The Supplier Related Companies table holds records containing company information of companies related to the Supplier added by a supplier lead during the Supplier Profile creation. image2022-2-1_15-43-11.png Information stored in the Supplier Related Companies records includes: Supplier Company Name RelatedSupplier Stakeholders Table
The Supplier Stakeholder table holds records containing contact information of company stakeholders. These records are added by the supplier lead during the Supplier Profile creation. image2022-2-1_15-47-5.png Information stored in the Supplier Stakeholder records includes: Company Name and Status StakeholderSupplier Performance Management Tables
Supplier Performance Management allows you to measure, analyze, and manage the performance of suppliers. This feature is embedded within Contracts and Companies, allowing you to track a supplier's performance for a particular contract relationship or across all contracts. A Supplier Performance Dashboard allows youSP Evaluations
The SP Evaluations table is the main process table of the Supplier Performance Management module. The records in this table hold questionnaires that should be filled in by Performance Evaluators. This table can be accessed directly from the Navigation Bar by Contract Managers, through the End User PortalExternal Users Table
ServiceDesk, Contract Manager, Customer Manager, Guest, Marketing, Project Manager, Sales, Supplier, Business Admin, Admin Import, and Admin groups. They can also … , such as with the supplier onboarding module. If a new External User record is created (either directly or from a contract or contract party) without a loginCompanies Table
are customers, suppliers, prospects, or manufacturers. As one of the more prominent background tables in the system, the Company table contains mostly static … into separate subtables for Customer, Supplier, or Prospect records, etc. Record layouts change because sometimes, a certain Company Role record requires additionalContracts Table
Info tab visible, where you can link the contract to an event and select the appropriate supplier. Once the appropriate fields are filled in, the contract may … . Creating Contracts from the Sourcing Events Once a sourcing event proposal has been approved and the supplier has been notified, the Status will be SelectionSurveys Table
This table is used to collect customer feedback for Support or Service Requests, to send surveys on any subject to customers, or to send surveys to suppliers … their feedback. image2022-2-4_13-54-3.png Surveys to suppliers are typically generated from a Supplier Profile record by an Internal Supplier Manager. When