The below steps are how to enable Supplier entities for Supplier Connect call ups and also configuring the usage of Branch Offices.
Enabling a Supplier
- Log into Framework ECM and navigate to the Administration Module
2. Navigate to Entity in the Sidbar
3. Select the Entity Role and edit the entity you want to enable.
4. On the Profile tab set the Notifications Email to Yes
5. Check the email address that the callups are going to be sent to on the Telephone tab.
NOTE: If a different call up email address needs to be used rather than the default email address you can create an additional CallUp address against the entity.
If a CallUp record exists then the system will use this email address and NOT the Email address Description.
Setting up Branch Office Call ups
- Disable the Head Office Entity where the Orders are sent to
2. Create a New Entity in Framework for Each Branch Office as a Name Only
3. On the Profile tab set the Notifications Email to Yes
4. Add in a Call Up Email address
5. Add the Entity Role the Entity should be allocated on the Roles tab
Reallocating a Supplier on the Tablet
Supervisors can reallocate the Supplier from the Head Office Entity to the Branch Office Entity against the Logistics Activity on the Tablet.
The Supplier Name will then turn Blue or Red and be available to Branch Office Supplier Connect Callups.