Manage qualification criteria - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Help (10.1)

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The Qualifications tab can be used to assign qualification criteria to a supplier and enter the results of these qualifications if you do not use the qualification questions for the supplier registration, or in addition to the qualification questions.

The Supplier > Qualifications tab is only enabled, if DBA setting SUPPLIER_QUALIFICATION_MODE is set to BOTH or MSUP, and you select a supplier.

What is a supplier?

In Smart Materials, a supplier is a company that has a company type assigned which is marked as supplier.

To add a qualification criterion, do the following:

  1. Click the Companies task on the dashboard or select Companies from the Tasks list.

  2. Select a supplier.

  3. Click Add Qualification Com_Add ICON.

  4. Click Seq Com_LOV_Add ICON and select a qualification criterion.

    • The sequence number is used to order the qualifications.

    • The Type value indicates whether the qualification requires Y/N or a date answer.

    • The Description shows the language dependent description of the qualification criterion.

  5. Select the Qualified check box when the supplier fulfills this qualification.

    The Qualified On is automatically filled with the current date, you can change the date.

  6. If the qualification is temporary, enter the expiration date in the Expiration cell.

  7. Optionally, enter explanatory text about the qualification result in the Explanation Text cell.