This article explains how data defined during the Procurement Planning stage—specifically evaluation teams, mandatory criteria, and weighted criteria—is transferred and pre-populated in the Advanced Evaluations module, saving you setup time when you go to market.
Prerequisites
To follow these steps, you must have access to:
Procurement Planning
Advanced Evaluations
Steps
This process is mainly automatic once the necessary selections are made.
Define Evaluation Details in Planning: Define the evaluation teams/panel, mandatory criteria, and weighted criteria within the Procurement Planning module.
Select Advanced Evaluations: In the Go to Market module, at the final Save & Post step, select Advanced Evaluations as your Evaluation Method.
Unlock Supplier Responses: Once supplier responses are received in Go to Market, unlock them. This action automatically pushes the responses and associated data to Advanced Evaluations.
Results / Validation
The following actions confirm the process worked:
The evaluation teams, mandatory criteria, and weighted criteria defined in Planning are now pre-populated in the Advanced Evaluations module.
At the Evaluation stage, the mandatory and weighted criteria will appear as read only, as they are locked in after the approval of the Plan.
The evaluation teams/panel can be modified at the Evaluation stage if required due to changes in staff availability.
All supplier responses, including documents and budget, flow through from Go to Market to the Evaluation.
A navigation link is displayed at the top of the Evaluation page, allowing you to return to the associated Plan.
What's Next / Related
Once the Evaluation is complete, the awarded and declined supplier(s) will be pushed back to Go to Market for finalisation and award