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  1. Response Evaluations Table

    Manager, Sourcing Event Owner or a Response Evaluator. These users create Response Evaluator records from the relevant Supplier Response record using the Create … that Sourcing Event Criteria have been specified in the Sourcing Event, and then converts the Supplier Response to a Response Evaluation. A creation rule in Response
  2. Sourcing Event Types Table

    : determines if approvals are required prior to posting and for the supplier selection following supplier submissions of responses Default Workflow: determines …  such as in the case of an RFI or RFQ. Sourcing Event Requires Attachments?: determines if suppliers responding will be required to submit attachments
  3. Sourcing Event Questions Table

    This table stores questions asked about Sourcing Events. Use Case Sourcing Event Question records are generated by suppliers from within their Supplier Response records in the Details tab under Questions. This heading allows the supplier to type in a new question and submit it or see previous questions to see any
  4. Goods and Services Table

    This background table holds the various goods and services that can be associated with a Supplier company. These records can be used to filter Supplier companies when selecting Suppliers to invite to Sourcing Events. Use Case Every Supplier in the Companies Table has a linked table in their record which displays
  5. Get Help

    To reach   for help, start by signing up for a user account at the support portal https://www.agiloft.com/support-login.htm. From there you can view release … After logging in to the support portal, click Submit a Ticket on the home page. Fill out the form and a support representative will get in touch with you
    HelpJan 24, 2024
  6. Default EUI Setup

    for document creators is a knowledge management system designed for submitting articles for review and publication. 4) Suppliers. A popular EUI setup for suppliers is a contract management system where suppliers can come to upload documents such as insurance certificates, W9 forms, performance bonds, and performance
  7. Sourcing Event Criteria Table

    Event Criteria is converted into Response Scores from an Action Button in the Supplier Response record.  When a Response Evaluator clicks the Create Response Evaluation button in the Supplier Response record to evaluate the Supplier's response or proposal, the Supplier Response record is converted into a Response
  8. End User Interface

    Interface (EUI) is used by suppliers and other external parties. The EUI allows suppliers and other external parties to interact with Agiloft in a way … and links based on the their group membership. For example, users in the Supplier group see links to the Sourcing Events they've submitted, which can be accessed
  9. Hotlink Integration

    This document explains the secure hotlinks facility by which may be integrated with a third party portal. Overview Consider the case when a user has logged into the portal and now wants to perform some action in such as creating a ticket, checking the status of their existing tickets or updating a ticket
    HelpMay 17, 2018
  10. Teams

    Demo, the end user teams are Customer Team and Supplier Team. If you have multiple teams that require different branding, color schemes or views, multiple EUIs … Admin Team Supplier Evaluator Team Team for users that perform Supplier Evaluations. Supplier Management Team Internal Supplier Management Team