From the Assignments page, you can assign your suppliers to line items through previously uploaded Approved Vendor Lists (AVLs), by suppliers' Line Cards, or Manually. When using AVLs, you can facilitate them with Sourcing Levels as needed. You can apply assignments to all of the line items or only preselected individual lines. By default, it will apply to all line items.
Line Card Assignments
The option of Assign by Line Card uses your supplier’s Line Cards (franchised manufacturers) to assign the parts in your RFQ.
Looking at the Manufacturer specified for a line item, Quoting then assigns parts to all the suppliers with that manufacturer on their line cards. Only suppliers with enabled contacts are applied.
Choose if to Apply to "All Items" or "Only Selected Items" and then click on Assign.
Line Card Additional Details
- The manufacturer has to be identified as an existing supplier (aliases are leveraged).
- The manufacturer has to have existing supplier line cards with a "State" of “Enabled". If no line cards exist, then the manufacturer must have at least their own enabled contact.
- Suppliers identified on line cards have to be identified as “In Use”, meaning they are enabled and have an enabled contact attached.
The "Manufacturer" type of suppliers can be “Disabled” and the system will still assign lines to the suppliers on the manufacturer's line cards. This is assuming those suppliers are enabled and have a contact.
AVL Assignment
The option of Assign by AVL lets you choose one or multiple Approved Vendor Lists (AVLs) and decide the logic for assignments by checking from applicable options:
- IPN/CPN
- MPN
- Manufacturer
- Category
- Region
- Plant
When selecting a combination of options, each line will get a supplier assigned based only on an exact match for all the selected attributes.
While using AVL for supplier assignments, a supplier is mapped using the supplier name from the AVL List. If you have multiple suppliers with the same name, then the logic of the AVL assignment will use the Supplier ID for identifying the intended supplier for an RFQ line. If a supplier ID is not available in the AVL list, then the supplier will be assigned based on other matching parameters like MPN, Manufacturer, plant, Region, and Category.
Check the box in the Assign by AVL tab when wanting to "Use Sourcing Level Rules". When checked, then your suppliers are assigned based on the rule defined for the sourcing level of a line item in RFQ. If the box is unchecked, or a sourcing level is missing, then the assignment will be based on the AVL.
Choose if to Apply to "All Items" or "Only Selected Items" and then click on Assign.
Manual & Clear Assignments
You can use the Manual Assign tab to assign suppliers to line items without using line cards or AVLs. To unassign lines that haven’t been submitted yet, select those lines to be unassigned. You can use the Manual Assignment functionality without any suppliers selected, and click Assign. This will completely remove all suppliers from your selected lines.
Your existing selected assignments are cleared out and those line items show as unassigned. This action can be completed dependent on your supplier assignment permissions.
Once lines have been submitted in the RFQ to suppliers, then the "Unassign" button functionality on the Responses page should be used instead.
Note: The "Upload Assignments" button's functionality on the RFQ: Assignments tab is based on fields editable at that step within that page. Supplier Assignments and Internal Assignments can not be uploaded with this button.