Application configuration refers to a set of configurations used at various locations that can be modified to change the application behavior that are specific to companies. They are grouped by business functions/features.
Menu Path: Business Administration >> Application Configuration
Choose the Organization unit from the list to apply the following configuration to the selected Organization unit.
Description
Following is the list of such configurations and their purposes:
General
- Price Precision (decimal digits): Precision of the unit price in decimal format
- Quantity Precision (decimal digits): Precision of the Quantity in decimal format
Category Management
- Initial Set Up complete: If NO is provided, the category hierarchy management will enable the Bulk Upload and Download Option. Also, the changes will not be sent for approval. Once the initial setup is completed it can be changed back to YES, after which the approval process will be enabled for the changes made in the category definition.
- Category Hierarchy Approval Required: Any change made in the category hierarchy will go through the approval process.
- Category Definition Approval Required: Any change made in the category definition will go through the approval process.
- Region/Country SoB strategy applied at: Hierarchy level at which the Region/Country SoB is configured. Can be Category Area level, category L1 level, so on.
- Supplier SoB Strategy Applied at: Hierarchy level at which the Supplier SoB is configured. Can be Category Area level, category L1 level, so on.
- Sourcing Strategy Applied at: Hierarchy level at which the Sourcing Strategy is configured. Can be Category Area level, category L1 level, so on.
Compliance Survey
- Maximum Response Duration (Days): Refers to the maximum allowed time that can be set by the buyer for participants or respondents to respond to a survey.
- Default Reminder Days: Choose from the list, the number of default reminder days. These days will by default appear in the reminder section of a compliance survey.
- Maximum Number of Languages for Compliance Survey: Choose the number of maximum number of languages for a compliance survey.
Contract Authoring
- Mobile OTP Required For Non-Application User Signatory: Choose Yes to Enable the feature, which will ask the Non-Application User to enter SMS OTP after entering the Email OTP.
- Maximum Number of Document Expiry Days: This configuration determines the maximum period allowed for a document to remain valid before it expires.
- Minimum Number of Document Expiry Days: Sets the minimum period a document must be valid before it can be considered for expiration.
Demand Management
- Need Sourcing Event for the demand created as PO? Provision to decide whether a sourcing event can still be created for a demand that has already been created as a PO (or used for Supply).
- What archives a demand converted into PO? Explicit User Event, PO Creation, Supplier PO Acceptance
- What archives a demand converted into Sourcing Event? Explicit User Event, Sourcing Event Creation, Sourcing Event Award Process
- Count of RFQ per requisition item: Number of RFQs that can be created for an item
- Count of Auction per requisition item: Number of Auctions that can be created for an item
- Count of RFI per requisition item: Number of RFIs that can be created for an item
Item Management
- Auto Item Number Enabled?: Configuration that enables the Auto Generation of Item number.
Purchase Order
- PO after contract maximum spend reached (for Contract POs): Warning, a warning message will appear on the screen, but you can continue with the PO even after the contract limit is reached. Error, an error message will be displayed on the screen and the user cannot proceed with the PO. Allow, no warning or error message will be shown to the user and the user can continue with the PO. The Maximum contract amount is provided by the user while creating the contract, in the absence of the Maximum contract amount the contract amount itself is considered the limit.
- Guarantee Notification Prior date: How many days prior to the Guarantee Expiry date, the notification needs to be sent
- Insurance Notifications Prior Days: How many days prior to the Insurance Expiry date, the notification needs to be sent.
- Allow buyers to source non catalogue items: The user can source POs for non-catalogue items.
- Allow buyers to supply non catalogue items: The user can supply POs for non-catalogue items.
Risk Management
- Is Potential Risks Identification from social media applicable? Provision to decide whether risks need to be identified from Social Media
- Sources of Potential Supplier Risks: Twitter, GDACS
Sourcing RFQ
- Award Supplier Acceptance: Whether Supplier Acceptance of Award is Required or Not Required.
- RFQ Minimum Response Required: The data provided here is auto-populated during RFQ creation.
- Sourcing RFQ Minimum Response Visible: The minimum response field is configurable. The user can the hide the field
- Default Minimum RFQ Quote Validity Duration in Days :Minimum number of days for which a submitted quote should remain valid.
- RFQ Auto Extend Regular Interval Days for Each Extension: Number of days by which the RFQ is extended automatically during each extension.
- RFQ Auto Extend Maximum Days from Published Date : Total maximum days the RFQ can be extended from its original publish date.
- Amend RFQ – Supplier Delete When SOW Feedback Provided Alert Type : Alert type triggered when a supplier is deleted due to SOW feedback.
- Amend RFQ – Supplier Delete on Quote Draft Alert Type : Alert type triggered when a supplier is removed while drafting a quote.
- Amend RFQ – Item Delete When SOW Feedback Provided Alert Type :Alert type triggered when an item is deleted due to SOW feedback.
- Amend RFQ – Item Delete on Quote Draft Alert Type : Alert type triggered when an item is removed while drafting a quote.
- SoW Auto Finalization Enabled :Automatically finalizes the Statement of Work when the RFQ is published
- RFQ Committee Scoring :Enables scoring of supplier responses by an assigned committee.
Supplier Management
- Default Registration Manual: Upload the document that needs to be sent to the supplier along with the supplier invitation.
- Default Qualification Manual: Upload the qualification document that needs to be sent to the supplier along with the supplier invitation.
- Default Compliance Manual: Upload the compliance document that needs to be sent to the supplier along with the supplier invitation
- Vendor Code Auto Generate: Whether the configuration for Auto generation of supplier code needs to be enabled or not enabled.
- Supplier Information change by Buyer needs Communication Proof? If enabled will ask the buyer to attach communication proof once the Supplier Information is edited.
- Default Purchase Term: Set up the Default Purchase Term for the Suppliers.
- Validate for Unique Supplier Bank Account: Ensures that the bank account is unique.
- Is Remit to Address required?: Ensures the supplier has at least one Remit to Address.
- Is a Manufacturing Site Address required?: Ensures the supplier has at least one Manufacturing
- Is Warehouse or Pick-up Address Required: Ensures the supplier has at least one Warehouse or Pick-up Address.
- Is Return To Address Required: Ensures the supplier has at least one Return Address.
- Google Map Integration: Required Google Map Integration for Supplier addresses.
- Is Account Number Mandatory: Ensures Supplier enters Account Number
- Is SWIFT Number Mandatory: Ensures the supplier provides SWIFT Number
- Is IBAN Number Mandatory: Ensures the supplier provides IBAN Number
- Display TAX Fields: Tax fields will be displayed only if Yes is chosen
- Display FAX Field: Fax field will be displayed only if Yes is chosen
- DUNS Integration: Select Yes if Supplier DUNS details are required.
- Periodic Supplier Information Verification required?: Select Yes if the supplier will be reminded to ensure that the Supplier Information is up-to-date.
- Supplier Information Verification Attributes: Reminders are sent to the Supplier based on the selected Supplier attributes.
- Supplier Inactivity Threshold in days: Number of days after the confirmation to tag the Supplier in case of non-conformance to the information update.
- Display Social Media Information: Social Media information will be displayed if enabled
- Display Primary Fax Number Field: Display primary Fax Number if enabled
- No of Suppliers Per Requisition Request: Provide the maximum number of suppliers per supplier requisition.
- Display External Supplier Code: If the supplier comes to MeRLIN through the Integration, enabling this option will display the external supplier code alongside the MeRLIN Supplier Code.
- Pending Supplier Registration Reminder Email Frequency in Days: Send email reminder to the invited supplier who has not submitted the Supplier Registration form every configured days.
- Category Selection in Supplier Invite : Mandatory, Optional , Not allowed. By default, it is Optional, it can be changed to Mandatory or Not Allowed based on the user preference. This function enable the buyers to preselect categories while sending invitations to suppliers, ensuring that these preselected categories are set as default during supplier registration
- Supplier Document Expiry Makes the Supplier Form Editable: When a document is nearing its expiry or has already expired, the entire Supplier Registration form is automatically made editable. Once the first reminder regarding document expiry is sent to the supplier, the registration form becomes editable
Subscription
- Send subscription in frequency: Reminder frequency, if daily is chosen the reminder will be sent daily to the supplier.
- Renewal reminder from before x days before the expiry the reminder will be sent.
Whistle Blowing Management
- No. of days given for Response?: After x days, if the complainant doesn’t respond to the complaint, the Case Manager can close the case.