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Sourcing Event Criteria records can be created from predefined Qualification Criteria records when selected from within the Sourcing Event record. To do so, visit the Response/Evaluation Setup tab of the Sourcing Event record. From there, you can choose or remove criteria under the Scoring Settings tab. To add records, click Choose Criteria.

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Following the selection of the Qualification Criteria records, a Sourcing Event Manager clicks the Add Criteria to create the Sourcing Event Criteria records.Image Removed

Additional Qualification Criteria may be chosen and added to supplement the generated Sourcing Event Criteria records.

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Using this method, the Sourcing Event Manager can create custom Sourcing Event Criteria by providing the Criterion; Instructions; Maximum and Benchmark scores; and Sort Order.

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Modifying the Sourcing Event Criteria

The main fields in the Sourcing Event Criteria record are Criterion, Instructions, Maximum Score, Benchmark Score and Sort Order. These fields are are loosely linked to the Qualification Criteria table. This enables a user to modify values in the Sourcing Event Criteria record without affecting the source Qualification Criteria record. This is useful if the Sourcing Event Manager wants to refine instructions or change the scoring structure. To make edits to these fields, the record may be edited directly or edited using Quick Editing from the related table.

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Automation

Sourcing Event Criteria is converted into Response Scores from an Action Button in the Supplier Response record.  When a Response Evaluator clicks the Create Response Evaluation button in the Supplier Response record to evaluate the Supplier's response or proposal, the Supplier Response record is converted into a Response Evaluation record.  On creation of the Response Evaluation record, a linked record action will go up to the Supplier Response to the Sourcing Event and then down to the linked Sourcing Event Criteria to set the Latest Response Evaluation ID and convert to the Sourcing Event Criteria into a Response Score record linked to the Response Evaluation and Supplier Response.

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