You can use the evaluation configurator to quickly and easily create an evaluation template with the required fields and formulas. You can then save and use this evaluation template over and over again.
Delete fields
Fields that you do not require in your evaluation can be removed via the “Delete field” button.
Add fields
On this page you can edit the fields of your request or add further fields to your request. To add fields drag the fields with your mouse from the “Fields” area on the right into the request area on the left. Click on the “Properties” tab to edit details for a field.
On the “Response status” tab click in the “Response” column to adopt the supplier's view as a buyer.
You can view the header and item data of the request. You now see the bid from the supplier's point of view.
You can create projects to arrange requests. After the project has been activated you can assign requests to these projects.
The project is described on the page “Project Information”.
You have the option here of changing the number (or the name of the case) later and starting the validation again.
When creating a project, the project manager of the buying company specifies the supplier for the project here.
All of your company’s templates are shown in the template list. They are sorted by template name. The template list is only displayed to users in buying companies who have the appropriate authorization.
The start date and the planned end date (confirmation date) must be entered initially when editing the project for the first time. The project cannot be saved if the date fields are not filled.
The status change to orange for critical project elements (critical elements of project schedule and samples) is defined for Schaeffler with five calendar days before to the defined due date. If the due date has passed, these elements switch to status red (critical).