Creating Relationships

You can create a relationship.


Before you begin: Open the supplier company. For more information, see Opening Supplier Companies.
See Also
Relationships
Relationship Properties
  1. From the Relationships tab, click New Relationship.
  2. Enter the following information:

    Field Description
    Name Enter the name of the relationship.
    Product Category To search for the unique product category, click inside this field and type at least three characters. If the product categories library is not set, a displays. To display the tooltip, hover over .

    You can select a product categories library from Configuration > Service Settings. For more information, see Configuring Service Settings.

    Note: Only linked product categories and its subcategories can be searched here.
    Important: An error displays if the category is used by another In Work or Active relationship.
    Level Select one of the following levels:
    • Potential Supplier
    • Candidate Supplier
    • Supplier
    • Partner
    • Refused Supplier
    Preference Status Select one of the following:
    • Not Preferred
    • Default
    • Preferred
    Effectivity Start Date Click and select the effectivity start date. For more information, see Setting Relationship Effectivity Dates.
    Effectivity End Date Click and select the effectivity end date. For more information, see Setting Relationship Effectivity Dates.

  3. Select one of the following:
    • To create the relationship in the Active state, click Create and Activate.
    • To create the relationship in the In Work state, click Create.
    • To discard the new relationship, click Cancel.