Supplier Experience Log Function

This function will allow you to record your day-to-day experience with your suppliers. This is not directly related to the assessment module. However, it is a tool that could be used as source to answer your assessment questions, and it is included as part of the “Supplier Assessment” license.

To record a supplier experience event:

1. Click the Add new supplier experience event button which can be found on the following locations within TM Master.
   1. Purchasing | Overview Middle grid menu bar
   2. Order head form menu bar
   3. Contact form menu bar
   4. Receive order form menu bar
2. The following form should open:
3. Experience details field group:
   1. Select one of your predefined “Experience types”.
   2. Select the status for the experience either “Open” or “Closed”. If you need some additional follow up you may keep it as “Open”, but if no immediate processing is required you can set it to “Closed”.
4. The “Source details” group will display:
   1. The Unit related to the experience. Either the related order owner or the unit where the event entry is created.
   2. The Supplier name linked to the experience. Clicking the [Eye] icon at the end of the field will open the supplier details.
   3. If the Experience is created from a particular order, the order number will be shown in this field. This field might be empty if the experience event is not linked to an order. (Created from the [Contact] form.)
   4. The name of the user creating the experience event is automatically captured as well as the creation date.
5. The description of the experience event can be added in the “Comment” field.
6. Click Save & Close.

Automatically Recorded Supplier Experience Events

A typical supplier experience would be that you need to remind the supplier to respond to either your “request for quotation”, “request for order confirmation” or even “order delivery”. TM Master has a send reminder function. Dependent of the orders current status it will send different types of reminders.

• If status is within the “RFQ” statuses it will send a “Request for quotation” reminder.
• If status is “On order” but not confirmed it will send a “Request for order confirmation” reminder
• If order is confirmed, but not received it will send a “Request for delivery” reminder.
• If order is partly received, it will send a “Complete delivery” reminder.

This function will also automatically create an experience event (without user interaction) with a “Experience type” matching the reminder send. In the description field the system will record the time passed since the latest status was set up until the time the reminder was sent.

IE: “Order confirmation reminder sent 5 days 3 hours 30 minutes after order sent.”