Provides the engineering documentation to the external suppliers using a portal - integrates EPFM Capital Projects and EPFM Supplier Exchange using placeholders, transmittal and bulk loads concepts
- Document placeholders are created in Documentum Capital Projects and send to the Supplier Exchange through a transmittal with specified recipients in Supplier Exchange, which will generate corresponding deliverables in Supplier Exchange for a given contract.
- Vendors receive the deliverables grouped together along with an attached cover sheet. They work on the deliverables and add document metadata and documents through a bulk load spreadsheet.
- Deliverables are sent back the documents to the Capital Projects. Deliverables may be sent to one approval path for streamlined approval before send back to the Capital Projects.
- Capital Projects receives the deliverables as a transmittal and automatically start an engineering review workflow. Once, the workflow is completed, the markups and annotations generated during the workflow are sent to the vendors.
- Supplier Exchange receives the transmittal with the documents and their comments and annotations made up by the engineering team.
You can now access in Youtube: Documentum EPFM Capital Projects and Supplier Exchange integration - YouTube
