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Result or Product of this Process

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This process results in adding a company and/or contact in the e-Builder account that does not have an associated user. For example, in the case of bidding lists for contractors prior to awards.

Use to add a new company, and associated contact, to e-Builder

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Process Details

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labelSummary
  • Typically used to add a new Company and Contact to e-Builder to be used to respond to a Bid.
  • This process is usually initiated by the Project Manager however any user can make a request.
  • The other actor is the Vendor Manager.
  • The process does not spawn other processes.
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The Project Manager is the primary actor.

e-Builder Instructions

If adding a contact, you may add the company to the form using the Company Lookup. If you adding the company you must have the following information to enter into the form:

  • Company
  • Address
  • Classification
  • Knowledge of Company Pre qualification

When adding contact information the following is needed:

...

Step Descriptions

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Initiation

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  • Any user can start the request.
  • The user fills out the required fields, then clicks Submit.
  • The next step is Vendor Management.

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Vendor Management

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  • 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 Company in SAP.
  • If Needs Revisions is chosen the next step is Request Revision.

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Request Revision

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

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Company in SAP

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Decisional

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AA Adds New Company

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  • Company is added by AA
  • Submit option to the Vendor Mgr Add New Vendor step.

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Vendor Manager Add New Vendor

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Vendor Manager Adds new Vendor

Submit option to Finish step.

Finish