Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Round Rectangle
bgcolor #e6f2ff

The purpose of the Add New Company / Contact process is to request a company / contact be created in e-Builder that does not have an associated user name. For example, the list of potential bidders for a project.Use to add a new company, and associated contact, to e-Builder

Composition Setup
 

Process Details

Deck of Cards
idMOU
Card
labelSummary
  • This process is usually initiated by the Project Manager however any user can make a request.
  • The Vendor Manager is a key actorTypically used to add a new Company and Contact to e-Builder to be used to respond to a Bid.
Card
labelProcess Map

Image RemovedImage Added

Card
labelStep Descriptions

Toggle Cloak
1. Initiation

Cloak
  • Any user can start the request for a new company or contact to be added to the Account.
  • The user fills out the required fields, then clicks Submit.
  • The next step is User Vendor Management.

Toggle Cloak
2. User Vendor Management

Cloak
  • The Vendor Manager reviews the process, checks to see if the company is in SAP, completes the information in the process and has the option to choose Reviewed or Needs Revisions.
  • If Reviewed is chosen the next step is Add Company in SAP.
  • If Needs Revisions is chosen the next step is Requestor Revision.

Toggle Cloak
3. Requestor Revision

Cloak
  • Process Initiator reviews the process and comments, makes the necessary revisions and clicks Resubmit.
  • The next step is User Management.

Toggle Cloak
4. Hold to Add CompanyVendor to SAP

Cloak
  • Vendor Manager adds the company to e-Builder and completes the required fieldsThis is a hold step during which the AA will obtain information needed to add the company and contact to SAP..
  • The next step is Finish Vendor Management.

Finish