Requisitions - Supplier Evaluation & Selection

Visual Walkthrough

Automated Selection of the Suppliers

On the Requisitions page, click on "Actions" and select "Update from Supplier(s) Answer". ProjectVIEW ERP will automatically identify and select the most cost-effective quotations.

Then, click Save.

To view the selected quotations in detail, go to the Requisitions page again, open the "Reports" dropdown, and select "Print Analytical Evaluation 2" to access the analytical comparison.

The system automatically highlights the selected and most cost-effective options in purple, indicating the recommended choices based on the lowest evaluated cost.

Additionally, other cost-effective options that were not selected are highlighted in green, allowing users to review alternative quotations.

If you wish to switch the selected suppliers for any reason—such as faster delivery, stronger commitment, or other considerations—you must follow the steps below:

On the Requisitions page, click on "Actions" and select "Clear Supplier(s) from Detail". ProjectVIEW ERP will automatically remove all the selected suppliers.

Then, click Save.

Manual Selections of the Suppliers

ProjectVIEW ERP provides the option to manually select a supplier for each individual item or line using the following steps:

1. Navigate to the Requisition Detail tab.

2. Click on the Supplier Code column for the specific line item you wish to update.

3. From the dropdown, select your preferred supplier.

4. Click Save to update the grid.

5. Finally, don't forget to save the page to confirm your changes.

To access the analytical comparison, go to the Requisitions page, click on the 'Reports' dropdown, and choose "Print Analytical Evaluation 2"

The system automatically uses color indicators to help users evaluate supplier quotations:

• Purple: Highlights the selected and most cost-effective options, recommended based on the lowest evaluated cost.

• Blue: Indicates a selected option that is not the most cost-effective, meaning the user has chosen it for reasons other than price.

• Green: Marks other cost-effective options that were not selected, allowing users to review viable alternative quotations.

In this case, the user has selected all the quotations provided by the supplier "ACME Equipment & Materials."

Quick Selection of a Single Supplier for All Items

On the Requisitions page, you have to fill the fields "Supplier Code" and "Quotation No"

• f there is only one quotation associated with the selected supplier, the system will automatically retrieve and display it.

• If there are multiple quotations for this Requisition, you will need to manually select the one you wish to use.

Additionally, after selecting the quotation, you must click on the circular arrow icon next to the Quotation No. field, and then click "Yes" when prompted with "Sync Detail with Quotation". This ensures that all line item details are updated based on the selected quotation.

Then, click Save.

Video Walkthrough - Automated Selection of the Suppliers

Video Walkthrough - Manual Selections of the Suppliers

Video Walkthrough - Quick Selection of a Single Supplier for All Items