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Data Flow for Supplier Objectives Management - Approve Objectives

Distributor explanation of how supplier objectives flow from dsdlink to the Approve Objectives dashboard in Encompass and into Execute Objectives tasks on Encompass Mobile. Needs Suppliers Vendors records, v22.02+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.02

Pre-Conditions

There must be a Suppliers Vendors record in the ECP site for each given Supplier / Location combination.
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If the distributor has multiple locations, there will be a record for each location that works with the Supplier.

Steps

  • When Supplier Objectives are sent to Encompass, the Objective is created in dsdlink.
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  • Objective Schedules are created in dsdlink in 'Approval Pending' Status --Objective Schedules in this status will appear on the Approve Objectives dashboard in the distributor's ECP site for approval.
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  • Objective Schedules Products is a table unique to dsdlink that links specific products to an Objective Schedule. In order for these to populate correctly in dsdlink, the Supplier Product Num on the Distributor's ECP site must match the Supplier Product Num on dsdlink which is passed to us by the Supplier.
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  • Once the schedule is approved by the distributor, a task will be generated in dsdlink --These tasks will then appear in the Execute Objectives dashboard in Encompass Mobile.
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  • If an Objective Schedule is declined or an execution Task is Declined, the 'Reasons' come from Objective Status on the Objective.

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