Creating Actions

You can create actions from the Supplier Development module for various suppliers.

Procedure

To create an action, perform the following steps:

  1. In the left navigation pane, click Supplier Development > Manage Actions.
  2. In the Search Result section, click New.
  3. In the Template drop-down list, select a template.
  4. Click Save & next step.
  5. 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.
  6. In the Participants box, click Add and perform the following steps:
    1. In the Add Participant section, click Browse and select a user.
    2. From the Roles option select the role for the user and click Save & close.
    3. In the Define Participants section, click Save & next step.
  7. 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.