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The following sections explain use cases relevant to the Sourcing Event Criteria table.
Creating Sourcing Event Criteria from
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Sourcing Events
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.
Following the selection of the Qualification Criteria records, a Sourcing Event Manager will click clicks the Add Criteria to create the Sourcing Event Criteria records.
Additional Qualification Criteria may be chosen and added to supplement the generated Sourcing Event Criteria records.
Creating Sourcing Event Criteria Directly in the Sourcing Event Criteria Table
If the Sourcing Event Manager wants to create some criteria that was not previously defined, they can click New in the Action Bar of the related Sourcing Event Criteria table.
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.
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.
Automation
Sourcing Event Criteria is converted into Response Scores from an Action Button in the Vendor Response record. When a Response Evaluator clicks the Create Response Evaluation button in the Vendor Response record to evaluate the Vendor's response or proposal, the Vendor 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 Vendor 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 Vendor Response.
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