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Phases and Visibility to Supplier

Former Member
0 Kudos

Hi Experts,

There are few contract document types configured. Few Phases are defined per Document Type.


Requirement is to control the visibility of those legal contract document (based on contract document types & its phase) to suppliers. As an example - I only want to allow the supplier to see the Contract Document Type 1, Contract Document Type 2 but not Contract Document Type 3 in the same master agreement & visible only when they are advanced to particular Phase?


Is this do-able by standard configuration at Phases or do we need to enhancement?

Thanks


Accepted Solutions (1)

Accepted Solutions (1)

rcr_tx
Advisor
Advisor
0 Kudos

This is controlled by the contract document phase configuration.  Within a phase config, you set the visibility to each phase.  The contract document phase config is tied to a contract document type.  You can use the same phase config across contract document types to get consistency.  For CD1 and CD2 it could have phase config A assigned to each.  For CD3, you would need a separate phase config with a different visibility setting.  Note, for a supplier to be able to view a contract document it must also be made visible to them by setting the "Published to Supplier on" checkbox and date.

rr

Answers (0)