The following article relates to Source to Contract (S2C) for the following application/module(s):
Vendor Management
Contract Management
With Checklist items, you can specify per vendor which documentation requirements the vendor must meet. Think of, for example, ISO Certificates, NDA declarations, etc. In Admin, the checklist items can be configured so that when adding new vendors, the active checklist items are adopted. A checklist item has an expiry date. When the date of a checklist item expires, this becomes visible in Vendors. This way you can easily see which documents need to be renewed or are no longer valid.
When a document needs renewal, or when you want to request a new document, you can do so via Audits in Vendor Rating. When you link a checklist item to an audit and send this to your vendor, they have the opportunity to provide a new document for this checklist item. Upon approval of the audit, the document will be added to the checklist item of the vendor in Vendors.
On this page, all currently configured checklist items are displayed, including all associated data and information. It is also possible to modify or delete existing checklist items here and to create new checklist items. All fields in this overview are further explained in the table below.
| Setting | Explanation |
| Order | Determines the position of this checklist item in the list within Admin. |
| Name | The name of the checklist item. |
| Active |
Determines whether the checklist item is active. Active checklist items are added by default to every new vendor. |
| Information required | For internal notes. This is not further checked. |
| Description | The description of the checklist item. |
| Registration number |
The registration number of the checklist item. This is for internal administration and is self-determined. |
| File | This shows the filename of any attached attachments, which will be available in the supplier portal for download. (see Upload, below) |
| Explanation for vendor | The text that the vendor sees when requesting the checklist item. |
| End date required | Determines whether the vendor is obliged to enter an end date for the uploaded document in the Supplier Portal. |
| Automatically add to vendor in category |
Indicate for which vendors with the selected category this checklist item should be added by default when creating the vendor. If no selection is made here, and the checklist item is active, it will be added by default to all new vendors. |
| Overwrite document in existing checklist items of this type | Select this option to keep only one document in the checklist. When a new document is uploaded, the old one will be removed. This is useful for certificates with an expiry date that are renewed. |
| Available when creating information requests in supplier portal |
Select this option to make this checklist item available for selection when creating information requests by vendors. Note: a checklist item is only visible for selection if it has already been added to the vendor. |
| If this checklist item is part of an information request, the vendor is obliged to upload an attachment for the checklist item. | |
| Upload | The attachment of the checklist item. For example, a template that the vendor can download, complete and upload. |
Refresh details
Using the 'Refresh details' button, you can update the current text in the fields 'Description' and 'Explanation for vendor' for all checklist items that have been added to vendors in the Vendors module.