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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.
- This process is usually initiated by the Project Manager however any user can make a request.
- The Vendor Manager is a key actor.
1. Initiation
- 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 Management.
2. User Management
- 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.
- If Needs Revisions is chosen the next step is Requestor Revision.
3. Requestor Revision
- Process Initiator reviews the process and comments, makes the necessary revisions and clicks Resubmit.
- The next step is User Management.
4. Add Company
- Vendor Manager adds the company to e-Builder and completes the required fields.
- The next step is Finish.
Finish
