You can create actions from the Supplier Development module
for various suppliers.
Procedure
To create an action, perform the following steps:
- In the left navigation pane, click Supplier
Development > Manage Actions.
- In the Search Result section, click New.
- In the Template drop-down list, select a template.
- Click Save & next step.
- In the master data section, enter information in the fields
and click Save & next step. For configuring
information in the master data, see Master Data Fields for Creating Actions.
- In the Participants box, click Add and
perform the following steps:
- In the Add Participant section, click Browse and
select a user.
- From the Roles option select the role for the user and
click Save & close.
- In the Define Participants section, click Save &
next step.
- In the Start Action section, click Start.
Note: Maximum 200 actions can be added per project.
Results
The Follow-up section opens with the
Manage button,
using which you can add, update, or delete tasks in Actions. If you
click
Manage, you are directed to the Master
Data section of the created action.