Knowledge Deep Dive
Process Templates (Contracts)
Process Templates are a way of controlling the process of moving through the lifecycle of either a contract record or a sourcing activity. For this section, we will focus on contract records.
Supplier Categories
Deep-dive topics are for primarily for system administrators to fully understand the intricacies of the product. They offer detailed insights and access to advanced settings that can be crucial for t…
Management Plans
Deep-dive topics are for primarily for system administrators to fully understand the intricacies of the product. They offer detailed insights and access to advanced settings that can be crucial for t…
Artefact Groups
Deep-dive topics are for primarily for system administrators to fully understand the intricacies of the product. They offer detailed insights and access to advanced settings that can be crucial for t…
Activities
Deep-dive topics are for primarily for system administrators to fully understand the intricacies of the product. They offer detailed insights and access to advanced settings that can be crucial for t…
Triggers and Schedules
This feature applies to the following subscriptions: Overview. Triggers (or schedules for Master Agreements) allow users to send emails or assessments either on a recurring basis or as a one-time eve…
Supplier Data Requests
What is a Supplier Data Request? A Supplier Data Request acts similarly to an assessment. A request is emailed to the supplier, they access the form via a link, fill out what they need to and select…
Delegation of Authority - Configuration
To configure Delegation of Authority or Delegated Financial Authority within your Source-to-Contract system, there are four steps to complete in your configuration module. Define Roles. Create Matric…
Delegation of Authority - Process
Delegation of Authority (DoA) is an important aspect of managing contracts and sourcing activities, ensuring that the right individuals are empowered to make decisions and take actions at the right t…
