Sourcing

What is a project?

What is a procurement schedule? How to create a procurement schedule How to create and modify package groups

Understanding RFQs How to manage quoting periods How to create an RFQ How to correspond with vendors How to remind vendors to quote How to upload documents to an RFQ What is a Request for Quotation? How to add services to an RFQ How to invite additional vendors to an RFQ How to allow vendors to update quotes How to review and distribute an RFQ How to add documents and notes to an RFQ

How to create a custom pricing schedule

How to review RFQ responses How to review the pricing schedule How to recommend a vendor for award

How to use the browse panel How to engage a vendor using the browse panel How to cancel an engagement How to engage a vendor within an RFQ

What is an approval workflow? How to create and modify approval workflows How to prepare an approval How to track approval progress How to complete an approval request How to add ad hoc approvers

How to accept a contract deviation request How to suspend a contract deviation request How to create a special condition How to update a special condition How to accept a special condition

Introducing DMS integrations How to import DMS documents How to check for DMS document updates How to release DMS document revisions

Understanding project groups How to create a project group How to manage your project groups