After completing a supplier evaluation record in C-Pro, an external PDF report can be generated to be emailed to supplier. This tutorial provides training on how to generate a PDF copy of the supplier evaluation report.
NOTE: You must have a Supplier Evaluation Checklist started prior using this tutorial.
1. Navigate to "Supplier Evaluation Findings Form" Report
Report is located on the global SharePoint site and can be found on SharePoint
- Under "SYSTEMS" List Click on "COMPLIANTPRO" item
- Click on "Supplier Management" folder within the Local Report Section
- Click on Supplier Evaluation Findings Form
2. Define Criteria for Supplier Evaluation Findings Form
- Choose the Organization from the drop down list
- Type in Controlling Number of the Supplier Evaluation Findings Form (see note below on where to find this number)
- Type in Version Number of the Supplier Evaluation Findings Form (see note below on where to find this number)
- Click "Submit"
NOTE: The Findings Form Controlling number and revision can be found in C-Pro (see screen shot below)
3. Review Supplier Evaluation Findings Form
- Use arrows to navigate to next/previous page.
- Shows the number of total pages for the document
After final review of the Findings Form it can be exported to PDF
4. Export Supplier Evaluation Findings Form as PDF
- Press the "Export" button
- Select Acrobat Format (PDF)
- Click "OK"
You can save the pdf report to your computer and email it to the customer.
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