Supply Qualification Management White Paper

Supplier Qualification Management (SQM)
O R A C L E W H I TE P A P E R | O C TO B E R 2 0 1 6
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SUPPLIER QUALIFICATION MANAGEMENT

Contents
1. Introduction 3
1.1. Overview 3
2. Supplier qualification management life cycle 4
2.1. Create initiatives (qualification or assessment) 5
2.2. Customize questionnaires for the initiatives 6
2.2.1. Create and manage questions 6
2.2.2. Create and manage qualification areas 6
2.2.3. Create and manage qualification models 7
2.3. Respond to questionnaires 7
2.4. Accept/Reject response 8
2.5. Evaluate a qualification or an assessment 8
2.6. Monitor supplier qualification activity 8
2.7. Requalify suppliers 8
3. SQM Integration with Procurement architecture 9
4. Security roles in SQM 10
5. Supplier Registration Integration with Supplier Qualification Management 11
Supplier registration Rule set 11
6. Supplier profile change Request 16
7. Sourcing Integration 18
8. Key Functionalities of Supplier Qualification management 22
8.1. Question creation 22
8.2. Creation of qualification area 25
1 | SUPPLIER QUALIFICATION MANAGEMENT

8.3. Creation of qualification Model 28
9. Creation of Initiative with type – Qualification 31
9.1. Create Initiative type- Qualification and launch 31
9.2. Supplier response to initiative from supplier portal 35
9.3. Accept response by Supplier Manager (buyer) 37
9.4. Evaluation of qualifications 38
10. Creation of Initiative with type – Assessment 40
10.1. Create Initiative type- Assessment and launch 40
10.2. Supplier response to initiative from supplier portal 44
10.3. Response from internal user for qualification question 46
10.4. Accept response by Supplier Manager (buyer) 47
10.5. Evaluation of qualifications 49

1. Introduction
1.1. Overview
This Document explains the main functionalities of Oracle Fusion Supplier Qualification Management
(SQM) module. Oracle Fusion SQM enables you to streamline the process of qualifying suppliers
according to pre-defined criteria that meaningfully support the procurement function within an
organization. Using SQM a buying organization can define the requirements that a supplier should
meet, pre-qualify the supplier based on a simpler set of requirements and then qualify the supplier by
performing required verifications. It also allows you to assess and maintain the qualifications on an
ongoing basis.
The key challenges to maintain the suppliers as follows:-
o Supplier Management-
 Onboard of suppliers quickly with less risks
 To provide self service administration management
 Efficient communication with all suppliers
o Poor visibility-
 Tack of supplier capabilities throughout the life cycle
 Keep track of respective supplier qualifications
 To assured that spend analytics is complete and accurate all in time
 Aware of dependable suppliers and cost effectiveness
o Compliance and governance-
 Suppliers agree to meet code of conduct all in time
 Ensure suppliers are adhering to all laws, standards and regulations
 Monitor the visibility of suppliers
o Fragmented suppliers data-
 Unify duplicated, incomplete, inaccurate data held
 Consolidate and federate shared supplier data across multiple business units and
instances
To overcome above challenges, Fusion SQM robust frame work is designed with following
advantages:-
a) Quick and efficient supplier onboard process
b) To improve the supplier relationship and has visibility on every supplier

c) To unify the supplier information during supplier life cycle
d) To manage and adhere to compliance and risk
e) To support procurement process using efficient and selected suppliers

f) Adhered to all standards, laws and regulations

2. Supplier qualification management life cycle
Life cycle of qualification management
Above diagram explains the life cycle of supplier qualification, where buyer organization can d efine supplier
qualification areas and models according to business needs. Gather required data through qualification
questionnaires and profile updates. Qualify and assess suppliers in order to support various initiatives like supplier
preference programs, policy compliance, and sourcing award decisions. Inform the right personnel when new
information becomes known that might affect supplier qualifications or capabilities. Query on supplier qualifications
and policy compliance. Detailed phases of the SQM life cycle is explained below

2.1. Create initiatives (qualification or assessment)
Streamline the qualification of one or more suppliers by creating an initiative. Create a qualification initiative to
qualify specific aspects of the supplier by selecting one or more qualification areas such as Financial Viability or
Supplier Code of Conduct. Alternatively, create an assessment initiative for assessing the supplier as a whole by
selecting a qualification model. Easily add suppliers to the initiative using advanced search capabilities based on
multiple supplier profile attributes as well as transaction data. For the initiative, select th e team members
responsible for evaluating the qualifications and assessments. For each qualification or assessment created as
part of the initiative, capture the evaluation due date, the owner, the supplier contact. Oracle Fusion Supplier
Qualification Management will generate questionnaires based on the qualification models and areas included on
the initiative, and send them to each supplier. Optionally customize the questionnaire to fit your business needs
and specify a due date.

2.2. Customize questionnaires for the initiatives
During the initiative creation process the application will generate default questionnaires based on the qualification
areas or qualification model added to the initiative. Oracle Fusion Supplier Qualification Management may
generate up to two questionnaires; one to be sent to the supplier contact and one to be sent to the internal contact
within the buying organization. For each questionnaire you enter a title, an introduction and the due date to submit
responses. You can also customize the automatically created sections on the questionnaire or create new
sections. Sections allow you to group questions into logical subsets. The questionnaire can be further customized
by removing existing sections, reordering the display of sections, moving questions from one section to another
and removing questions that are not required. All changes made to a questionnaire can be previewed before
launching the initiative. Creation and Manage questions, question areas and models are explained below
2.2.1. Create and manage questions

Easily capture and organize your business requirements by creating a library of qualification questions, and use
them for qualifying or assessing various suppliers. All business requirements that a supplier needs to meet to be
qualified are captured as questions in the question library. Create questions to solicit information from supplier
contacts or from users within the buying organization. For each question specify the question text, the acceptable
responses, and the requirements for supporting documents. Optionally map a question to an attribute in the
supplier profile, which allows you to use the information available as part of the supplier record. When there is a
need to request additional information based on a response to a given question, create follow-up questions for
each acceptable response. All questions created in the question library are available across all procurement
business units.
Example of Questionnaires
2.2.2. Create and manage qualification areas

Streamline supplier qualification by creating reusable qualification areas. Qualification areas group related
questions that qualify a specific aspect of the supplier (for example, ISO 14001 certification). For each qualification
area specify the qualification outcomes to be assigned to suppliers during the evaluation process. Optionally,
create qualification areas that only gather information from suppliers without the need to assign a qualification
outcome. All qualification areas are set as global (they are available to all procurement business units) or as
available to one or more specific procurement business units only.

Example of qualification
2.2.3. Create and manage qualification models

Just like a qualification area is used to evaluate a given aspect of a supplier, a qualification model is used to
qualify the supplier as a whole. A qualification model is a grouping of qualification areas for different aspects of a
supplier that you use in conjunction to qualify the supplier. All qualification models are s et as global (they are
available to all procurement business units) or as available to one or more specific procurement business units
only.
Example of qualification Model
2.3. Respond to questionnaires

The questionnaires capture supplier or internal responder responses to the questions and are stored in a single
response repository that is used to evaluate suppliers. All recipients of the questionnaire receive a notification
requesting their response to the questionnaire with a link directly to the questionnaire. The supplier contacts can
also access any questionnaires assigned to them through the supplier portal. When a supplier contact or internal
responder selects a questionnaire they are taken to a page where they can provide answers to each question o n

the questionnaire. The responders can save and update the questionnaire response at any time before submitting
it for acceptance. The supplier contact or internal responder can submit the questionnaire once all required
responses have been provided.
2.4. Accept/Reject response

Once supplier answered to all questionnaires & submitted from his portal for the qualification, Supplier manager
(Buyer) will receive a notification on submission. Buyer or Supplier manager can take a look at the response
submitted from the supplier & accept or reject based on the responses. Buyer can reject & ask for more
information or request to fill improperly filled data for the questions or qualification areas. Based on the rejection,
supplier will refill the details & resubmit. Buyer can accept all the responses which are correctly filled by suppliers.
2.5. Evaluate a qualification or an assessment

Evaluating a qualification or an assessment allows a buying organization to understand the level at which the
supplier meets the requirements. This helps in determining the extent of the relationship that the buying
organization should establish with that supplier. Once the responses submitted by the supplier and the internal
responder are accepted, the evaluation team members can review th e responses and decide upon the qualification
or assessment outcome to be assigned to the supplier. During this process the evaluation team members enter
their final comments, assign an outcome and enter a start date and an end date for the qualification o r
assessment. Once the qualification or assessment is finalized, the information is available to research suppliers in
Oracle Fusion Sourcing.
2.6. Monitor supplier qualification activity

Easily access and monitor relevant qualification activities from the Overview work area and the Monitor Initiative
page. The Overview work area provides a snapshot of the latest transactions across initiatives and their current
status providing better visibility into your workload. Recent Activities offer details on latest e vents and the
recommended action to be taken for those events. The Monitor Initiative page provides the overall progress of a
single initiative. This page allows you to manage all aspects of the initiative after it is launched, from viewing all
suppliers on an initiative to the status of the questionnaire responses received from each supplier. Information on
all completed qualifications and assessments on the initiative is also available. Directly initiate the evaluation
process from here as well.
2.7. Requalify suppliers

Suppliers are requalified or reassessed when events such as expiration of supporting documents, expiration of
qualifications or assessments occur. The requalification process can include all activities from the qualification
process such as selecting a qualification area and model selection, soliciting and capturing responses from
suppliers and internal responders, evaluating the impacts of new responses on existing qualifications and
assessments, and assigning outcomes to qualifications and assessments for a complete requalification. It also
includes simple activities such as extending the end date of an existing qualification or assessment or assigning a
new outcome for a quick reevaluation process. Promptly requalify or reassess a supplier when one of the following
events occurs: expiration of existing active qualifications or assessments, expiration of supporting documents tied
to responses that are part of existing active qualifications or assessments, updated response for questions that ar e
part of existing active qualifications and updated qualification for qualifications that are part of existing active
assessments. Optionally you can requalify or reassess the supplier at anytime without the occurrence of the above
defined events.

3. SQM Integration with Procurement architecture
Functional architecture
Supplier qualification management is interlinked with supplier master, sourcing & supplier portal as show in
diagram above.

4. Security roles in SQM
Fusion SQM was built from the ground up for the unique roles within an organization. It has been built to give each
role the relevant data they need and the ability to make decisions and take actions all from a single role -based
screen. Since the needs and demands differ between roles (for example Procurement administrator, Supplier
qualification Manager & Supplier Administrator etc), it makes sense that their user experience and day to day job
experience is tailored for them uniquely. Following are the list of roles required in SQM to perform t he following
activities
 To Setup & access SQM module
 Creation of Questions,
 Creation of Qualification areas
 Create Qualification Models
 Initiative creation
 Response creation for initiative
 Evaluation of Initiative
 Qualifying / Re-qualifying suppliers
Perform what actions

Roles Role Description
Supplier This is a discretionary role provisioned to end-users on an as Create Questions, Qualification
Qualification required basis for the purpose of performing supplier qualification Areas and Models.
duties. Supplier qualification is the process of qualifying suppliers Create Initiative
according to a set of predefined criteria to meaningfully support Respond to Questionnaire
the procurement function within an organization. Supplier Accept Questionnaire Response
qualification includes defining the requirements that a supplier Evaluate Qualification
should meet, qualifying the supplier based on a smaller set of Re-qualify Suppliers
requirements, qualifying the supplier by performing required
verification and audits, and assessing and maintaining supplier
qualifications.
Supplier Sales Manages agreements and deliverables for supplier company. Respond to Questionnaire
Representative Primary tasks include acknowledging or requesting changes to
agreements in addition to adding catalog line items with customer
specific pricing and terms. Updates contract deliverables that are
assigned to the supplier party and updates progress on contract
deliverables for which the supplier is responsible.
Supplier Manages supplier profile and user provisioning Accept Questionnaire Response
Administrator
Procurement Responsible for technical aspects of keeping procurement Setup of SQM module
Application applications systems available as well as configuring the
Administrator applications to meet the needs of the business.

5. Supplier Registration Integration with Supplier Qualification
Management
Buying organizations can dynamically display a qualification questionnaire to a supplier during registration and
solicit additional information to help make better approval decisions.
Expose of questionnaires during supplier registration
This integration between Supplier Registration and Supplier Qualification Management provides the following
capabilities:
• Supplier Qualification Management allows buying organization to define rules that solicits question responses
based on the information provided by the supplier registering. For example, a buying organization would want to
ask questions about “Ethics Compliance” to all suppliers but ask questions related to “Environmental Compliance”
only if the supplier is a manufacturer.
• When a supplier comes to register, Supplier Qualification Management dynamically creates a questionnaire
based on the rules and presents it to the supplier. The supplier provides responses to these questions as part of
the streamlined registration process.
• Upon submission of the supplier registration request, the approvers review the responses provided by the
supplier for the qualification questions to make a more informed decision on the registration approval.
Supplier registration Rule set

Rule set decides what kind of qualification should display during supplier registration, based on the conditions set
in the rule set.
A rule-set allows you to define two kinds of rules:
• The ‘Always Displayed’ rule displays questions from the qualifications areas specified on the rule for each and
every supplier that registers for the company.
For example, a buying organization that wants to ask each registering supplier about their “Compliance” will create
an Always Displayed rule and include qualification areas as shown.

Always display condition
• The conditional rule displays questions from a given qualification area based on the information entered by the
registering suppliers in the previous registration steps. If the information provided during registration meets the
condition in the rule, then questions from the qualification area specified in the rule are displayed to those suppliers
meeting the condition.
For example, a company’s supplier type profile is not SUPPLIER, then Financial visibility questionnaire will be
shown. Rule is shown below:-
Rules based on the condition
Conditions can be created based on the attributes such as supplier type, product a nd services categories, tax
organization type, business classification certifications, and tax country of the supplier.
In addition to a name and description, the rule-set can also capture text that can be used to display questionnaire
instructions. Companies also have the choice to include or exclude the follow-up questions for each question
contained in the qualification areas. Selecting ‘Use Question Branching’ shows follow-up questions during the
registration process.

Follow-up question will be displayed based on enable or disable of Use question branching
Supplier Qualification Management allows companies to reuse the same rule -set across multiple procurement
business units. Once active, it is applied when a supplier is registering in any of the Pro curement Business Units
selected. While you create and define your rules, the rule-set remains in an inactive status. Once you are ready to
use this rule-set.
User can activate or Inactive by click on above button
If a supplier is registering in a Procurement Business Unit that has an active rule-set, the supplier is prompted to
respond to a qualification questionnaire during the registration process. This questionnaire is automatically
generated based on the rule-set where each qualification area that needs to be responded to is displayed as a
section, and questions from that qualification area are included in the section

Since company profile is not supplier type, financial visibility questionnaire is displayed.
After the supplier registration request is submitted, the qualification questionnaire with the supplier’s response is
made available to the registration approvers.
Approver can see the questionnaire details by clicking on the hyperlink before approval
This allows approvers to make a more informed decision before approving the registration request. Approvers
have the ability to view the responses online or by downloading a PDF attachment.
The integration between supplier registration and supplier qualification provides the ability to gather relevant
information about a supplier. The solicited information is tailored to a supplier since a registration questionnaire is
dynamically generated based on supplier-specific information.

This information helps make a more informed decision when approving the supplier registration request and also
when qualifying the supplier.
Gathering supplier qualification information during registration increases the completeness of the supplier
information that otherwise could not be solicited during standard supplier registration.
Furthermore, it reduces the supplier qualification cycle time since the responses needed for the supplier
qualification process are already gathered and no questionnaire is needed to be sent to the supplier again

6. Supplier profile change Request
A Supplier Profile Change Request that ensures that all the supplier profile changes triggered through a supplier
qualification are presented in a well organized document to the approvers for their review and approval.
The Supplier Profile Change Request Approval Configuration enables users to configure the list of approvers who
need to review and approve the changes to the supplier profile, and to configure for which supplier entity changes
are applicable for change request approval process.
Supplier Qualification processes enable capturing supplier profile information from the supplier users in form of a
questionnaire. Supplier’s response to the questionnaire essentially is considered as up to date supplier information
and therefore needs to be saved. The changed supplier data triggers a change request which when reviewed and
approved, propagates the changes to supplier profile.
The change request is a document that aggregates and presents changes to various supplier entities in single
document. Organization Details, Business Classifications, Payment Methods, Tax Identifiers, and Site Details are
the supplier entities that can be updated through a change request.
A supplier profile change request presents all of the changes to the supplier profile to the approvers through a
supplier qualification response as against their current values.
The supplier profile change request is created once the response from a supplier user or an internal user
(responding on behalf of supplier) is accepted, and that response carries any change in values of the predefined
set of supplier or supplier site attributes.
All the attributes which have changed values are grouped distinctly and presented as part of entities they represent
in the supplier profile.
A supplier profile change request when created locks the respective supplier’s profile to preserve data integrity.
The supplier profile is available for editing only when the change request is approved, rejected or manually
cancelled by the user. This message is conveyed to the users through an information message that also alerts
about the pending change request.

Supplier profile is unable to edit as change request is pending.
Supplier profile entities can be configured based on supplier business relationships whether a change to the
supplier entity requires approval or not.
Change request configuration
Supplier profile change request approval workflow, depending on company’s business requirements, can be
configured to route the change request for approval in form of rules and conditions.
Based on the configuration the change requests are routed to the right users for approval. An approval policy to
route all the change requests to supplier administrators is provided to facilitate out of the box functioning of
approval routing.

7. Sourcing Integration
Category managers creating negotiations in Sourcing can add qualification questions as negotiation requirements.
These questions are part of the question library created in Supplier Qualification Mana gement.
They can add individual questions as requirements on the negotiation. They can also add qualification areas to the
negotiation however adding a qualification area adds all questions contained in the area as requirements on the
negotiation.
Supplier Qualification Management maintains a response repository that contains previous responses provided by
suppliers for these questions. After adding qualification questions as negotiation requirements, category managers
can access all previous responses captured for these questions in the supplier qualification response repository.
When responding to a negotiation, suppliers may provide new or updated responses to any qualification questions
that are included as requirements. Once the category manager gets the response back from the suppliers, they
can share these responses with Supplier Qualification Management.
Supplier Qualification Management provides access to the response repository, thereby providing access to
previous supplier responses to qualification questions. Sourcing uses this access for two different purposes in a
negotiation:
First, Sourcing accesses the latest response to a qualification question added as a requirement. While presenting
the requirements questionnaire to a supplier, Sourcing will default supplier’s latest response to the question, if it
exists. The supplier can either make changes to the response or leave the value that is defaulted, thereby
confirming that the value is still applicable.
Second, Sourcing access all historical responses to a qualification question added as a requirement. Category
managers can see the response history of the question and can analyze how responses to the question are
trending across time. They can take this information into account for the ir award decision.

Questions can be mapped to supplier profile attributes like Supplier Type, Freight Terms, and Minority Owned
business classification. The latest response and the response history are also available for these types of
questions.
When Sourcing needs this information for a negotiation, Supplier Qualification Management gets the latest
information from supplier profile and makes it available in the response repository.
When a negotiation is completed, Sourcing transfers question respo nses into interface tables and informs Supplier
Qualification Management, who in turn transfers these responses to the supplier qualification response repository.

Updates made to the supplier profile have to undergo the supplier change management proc ess that initiates
required approvals. Therefore, if new responses are received for any such questions, Supplier Qualification
Management initiates the supplier change management process in order to update supplier profile.
If the change management process is successful, responses are propagated to the supplier profile as well as to
the supplier qualification response repository. If the change management process fails, responses are not
propagated to either.
Responses to questions that are not mapped to supplier profile attributes are directly captured in the supplier
qualification response repository.
Additionally, if information is updated directly in the supplier profile, it is also updated in the response repository.
These processes ensure that the supplier qualification response repository maintains the latest responses to
questions. All responses in the response repository are available to any sourcing negotiation using these
questions.
Supplier qualification response repository is updated only after the supplier profile is updated with the new
information. This ensures that information in the supplier profile and the supplier qualification response repository
are consistent with each other.

The supplier change management process is initiated for all questions mapped to supplier profile attributes on a
negotiation. If the supplier change request is successfully created, any approvals required by the process are
initiated. If the change request is approved, the supplier profile is updated, and subs equently the supplier
qualification response repository is updated.
If the change request is rejected or cancelled, the supplier profile is not updated, and hence the supplier
qualification response repository is not updated. Additionally, if a system er ror occurs while updating the supplier
profile, the profile as well as the supplier qualification response repository are not updated.
Each time the update is unsuccessful, a notification is sent to inform the category manager that responses were
not transferred successfully. The notification will provide the category manager appropriate information on why this
transfer was unsuccessful.

8. Key Functionalities of Supplier Qualification management
8.1. Question creation

Create questions to solicit information from supplier contacts or from users within the buying organization. For
each question specify the question text, the acceptable responses, and the requirements for supporting
documents. Optionally map a question to an attribute in the supplier profile, wh ich allows you to use the
information available as part of the supplier record. When there is a need to request additional information based
on a response to a given question, create follow-up questions for each acceptable response. All questions created
in the question library are available across all procurement business units.
Task: Manage Supplier Questions
Navigate to respective implementation project & select the task
Click on create new

Define all the parameters which are necessary as shown below
Question levels can be restrict either at supplier or supplier site level
Response answers can be given by suppliers or from internal buyers
Question can be set as different types, such that supplier will have a flexibility to answer the quest ion. Different
types available in fusion are-
1) Multiple choices with single selection
2) Multiple choices with multiple selections
3) Text box entry

Buyer can mandate to upload attachments for each question when it is necessary.
Buyer can control the parameters for each question
Buyer can define dependent question via branching conditions

Once all required details are filled for the question, save & activate the question. Then this question can be used in
multiple qualification areas. Any number of questions can be defined

8.2. Creation of qualification area
Qualification areas group related questions that qualify a specific aspect of the supplier. For each qualification area
specify the qualification outcomes to be assigned to suppliers during the evaluation process. Optionally, create
qualification areas that only gather information from suppliers without the need to assign a qualification outcome.
All qualification areas are set as global (they are available to all procurement business units) or as available to one
or more specific procurement business units only.
Task: Manage Question Area
Click on new

Enter the required qualification parameters as define below.
Define relevant area name
 Select the right Business unit. If global flag is enabled then, this qualification area is available across the
all business units. Else it will get restrict to only one business unit.

 Qualification area can be set at two levels:
1) Supplier level
2) Supplier site level
 Expiration reminder will sending notification based on days enabled here.
 Any number of relevant questions can be added here. Questions level defined at different levels can be
configured
 Also questions can be defined or create during qualification creation by clicking on Create and add.
 Qualification outcomes are set to question area defined.

 Buyer will choose the outcome based on the supplier response to the questions in question area
 Save the qualification area

 Active the qualification area, such that it can be used to define qualification models
 Active qualification areas are used to create initiatives.

8.3. Creation of qualification Model
Qualification model is used to qualify the supplier as a whole. A qualification model is a grouping of qualification
areas for different aspects of a supplier that you use in conjunction to qualify the supplier. All qualification models
are set as global (they are available to all procurement business units) or as available to one or more specific
procurement business units only.
Task: Manage Question Models
Click on create

Define qualification parameters as shown below
Enter qualification model name
 Select the right Business unit. If global flag is enabled then, this qualification area is available across the
all procurement business units. Else it will get restrict to selected procurement business unit.
 Qualification area can be set at two levels:

1. Supplier level: - Qualification is set at Supplier level and then qualification is applicable for
entire supplier company, irrespective of supplier sites own by a company.
2. Supplier site level: - Qualification is set at supplier site level and then qualification areas are
applicable only to that particular supplier site. If supplier has multiple sites, then each site needs
to qualify independently.
Expiration reminder will sending notification based on days enabled here.

All the relevant question areas groups can add under the qualification areas.
To view the question branching under each qualification branching click on icon
The entire relevant question branching will be displayed.

9. Creation of Initiative with type – Qualification
Login into fusion application with buyer user id/ Password
Click on the navigation >> Procurement>>Supplier qualification icon
9.1. Create Initiative type- Qualification and launch
In Supplier qualification workbench click on link “Create Initiative”

Select Type as “Qualification”
Enter details as required
 Enter the title as required
 System generates the new initiative number- “2”
 Select the defined qualification area/s under qualifications.
 Select the evaluation due date
 Select the Suppliers, contact & sites respective
 Select the internal response, if any questions are set to respond by buyer. Click on evaluation tab

Add respective evaluation team member’s names accordingly and click on next
Validate the data & click on Next

Validate the type of questionnaire & questions before publish
Once data is validated click on launch the initiative
Confirmation message will display & invited Suppliers will receive the notification

9.2. Supplier response to initiative from supplier portal
Supplier received a notification. Supplier need to respond to the qualification
Supplier navigates to manage questionnaires tab on supplier portal page & search for initiative notification received
Supplier chooses the answers or enters right data for the questions under each s ections

Supplier should all sections or all mandatory questions against all sections
In case if there are any branching questions, supplier needs to answer all branching questions with relevant
answers against each question
Supplier will submit the response after completion by click on button Submit icon at header.

9.3. Accept response by Supplier Manager (buyer)
 Buyer will receive a notification once suppliers submitted the responses to initiative.
 Buyer will navigate to supplier qualification module workbench & search for qualification which is
answered by supplier.
 Buyer can evaluate the responses from the supplier & accept the responses before evaluation.
Buyer accept the response from response
Buyers validate the responses & accept the qualification before evaluation process

9.4. Evaluation of qualifications
Once all supplier responses are received & accepted from supplier manager or buyer, evaluation process can be
initiated.
Buyer will select each supplier & click each qualification to evaluate
Finalize of outcomes to the qualification areas based on supplier response
Display of outcomes to each qualification areas

 Manually evaluation & choosing the outcome for each areas
 For each supplier qualification area outcome should be chosen based o n response
 Once outcomes are finalized for all suppliers & qualification areas, initiative status changes to complete.

Respective supplier masters will be updated will all qualifications with qualification outcome

10. Creation of Initiative with type – Assessment
Login into fusion application with buyer user id/ Password
Click on the navigation >> Procurement>>Supplier qualification icon
10.1. Create Initiative type- Assessment and launch
In Supplier qualification workbench click on link “Create Initiative”

Select type as Assessment for the suppliers who needs to be assessed
In overview tab, define title, select qualification model, supplier, sites & contact etc & click on Evaluation team tab

Select the evaluation team members, who can also act as internal responders. Click on Next
Under configuration tab, validate the qualifications vendors etc. Click on Next
Validate the question which can be answered by supplier by selecting supplier radio button

Validate the question which can be answered by internal responder by selecting internal radio button
Review the data before publish the questionnaires and click on Launch
Confirmation message after launch

10.2. Supplier response to initiative from supplier portal
Supplier received a notification. Supplier need to respond to the qualification
Supplier navigates to manage questionnaires tab on his supplier portal page & search for initiative received in
notification
Supplier chooses the answers or enters right data for the questions under ea ch sections

Supplier should all sections or all mandatory questions against all sections
In case if there are any branching questions, supplier needs to answer all branching questions with relevant
answers against each question
Supplier will submit the response after completion by click on button Submit icon at header.

10.3. Response from internal user for qualification question
Click on Manage Questionnaires
Search for internal questions to answered
Submit the response received from suppliers or internal answers accordingly

10.4. Accept response by Supplier Manager (buyer)
 Buyer will receive a notification once suppliers & internal responder submitted the responses to initiative.
 Buyer will navigate to supplier qualification module workbench & search for qualification which is
answered by supplier & internal responder.
 Buyer can evaluate the responses from the supplier & internal responders.
 Accept the responses submitted from suppliers & internal responder before evaluation.
Buyer validate the response from supplier
Buyers validate the responses & accept the qualification before evaluation process

Confirmation message post acceptance
Internal response acceptance by supplier manager
Acceptance of internal response by supplier manager (Buyer)

10.5. Evaluation of qualifications
Once all responses are received & accepted from supplier manager or buyer, evaluation process can be initiated.
Buyer will select each supplier & click each qualification to evaluate
Finalize of outcomes to the qualification areas based on response
Display of outcomes to each qualification areas
 Manually evaluation & choosing the outcome for each areas

 For each supplier qualification area outcome should be chosen based on response
 Once outcomes are finalized for all suppliers & qualification areas, initiative status changes to complete.

In supplier master, under qualifications tab qualification outcome will update respectively

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White Paper Title

February 2016
Author: Manish Nandeesh
Contributing Authors:

Supply Qualification Management White Paper

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Supplier Qualification Management (SQM)

SUPPLIER QUALIFICATION MANAGEMENT

2. Supplier qualification management life cycle 4

2.1. Create initiatives (qualification or assessment) 5

2.2. Customize questionnaires for the initiatives 6

2.2.1. Create and manage questions 6

2.2.2. Create and manage qualification areas 6

2.2.3. Create and manage qualification models 7

2.3. Respond to questionnaires 7

2.4. Accept/Reject response 8

2.5. Evaluate a qualification or an assessment 8

2.6. Monitor supplier qualification activity 8

2.7. Requalify suppliers 8

3. SQM Integration with Procurement architecture 9

4. Security roles in SQM 10

5. Supplier Registration Integration with Supplier Qualification Management 11

Supplier registration Rule set 11

6. Supplier profile change Request 16

8. Key Functionalities of Supplier Qualification management 22

8.1. Question creation 22

8.2. Creation of qualification area 25

1 | SUPPLIER QUALIFICATION MANAGEMENT

9. Creation of Initiative with type – Qualification 31

9.1. Create Initiative type- Qualification and launch 31

9.2. Supplier response to initiative from supplier portal 35

9.3. Accept response by Supplier Manager (buyer) 37

9.4. Evaluation of qualifications 38

10. Creation of Initiative with type – Assessment 40

10.1. Create Initiative type- Assessment and launch 40

10.2. Supplier response to initiative from supplier portal 44

10.3. Response from internal user for qualification question 46

10.4. Accept response by Supplier Manager (buyer) 47

10.5. Evaluation of qualifications 49

2 | SUPPLIER QUALIFICATION MANAGEMENT

The key challenges to maintain the suppliers as follows:-

b) To improve the supplier relationship and has visibility on every supplier

d) To manage and adhere to compliance and risk

e) To support procurement process using efficient and selected suppliers

3 | SUPPLIER QUALIFICATION MANAGEMENT

Life cycle of qualification management

4 | SUPPLIER QUALIFICATION MANAGEMENT

5 | SUPPLIER QUALIFICATION MANAGEMENT

2.2.1. Create and manage questions

2.2.2. Create and manage qualification areas

6 | SUPPLIER QUALIFICATION MANAGEMENT

2.2.3. Create and manage qualification models

Example of qualification Model

2.3. Respond to questionnaires

7 | SUPPLIER QUALIFICATION MANAGEMENT

2.4. Accept/Reject response

2.5. Evaluate a qualification or an assessment

2.6. Monitor supplier qualification activity

2.7. Requalify suppliers

8 | SUPPLIER QUALIFICATION MANAGEMENT

9 | SUPPLIER QUALIFICATION MANAGEMENT

Perform what actions

10 | SUPPLIER QUALIFICATION MANAGEMENT

Expose of questionnaires during supplier registration

Supplier registration Rule set

11 | SUPPLIER QUALIFICATION MANAGEMENT

Rules based on the condition

12 | SUPPLIER QUALIFICATION MANAGEMENT

User can activate or Inactive by click on above button

13 | SUPPLIER QUALIFICATION MANAGEMENT