Create a new corporate wine project:

• Click on Project management/RFX-Project list

  Click on New

  Search and select template Corporate Global Wine Sourcing 

  Click on Apply

• Default Business Unit: METRO AG (CFM)

• Catalog: METRO AG(CFM)
  

Project management

Project details:

• Fill in all mandatory field, marked in red

• Naming convention for projects: 
  Business Unit_Article type_Country_Region_[Level]_Year
  Example: MCCI_Wine_USA_California_Basic_2023
• Naming convention for articles: 
  Business Unit_Article type_Country_Region_Wine Name_Quantity per Selling unit_Brand_Quality level
  Example: MCCI_Wine_USA_California Zinfandel Rosé semi dry_0,75l_Discovery Bay_basic

Project Team:

• Invite your team
  
• Click on Add-find and select the user

  Click on Add to project team

  Select the role of the user

  Click on Apply
  

• Roles:

  OBM Lead: You, the project leader, who created the project

  OBM Substitute: Has same rights as the project leader

  Buyer participant: Country buyers

  Guest: Has only viewer right on the project

• 

  Save your project team

  Add the users

  Click on Save project team as

  In the pop-up give a title for your team

  Click on the save icon

  Click on Apply

  
  

• Insert your project team (in a new project)

  Click on Insert project team

  Search and select your team

  Click on Apply

  

Supplier Circle:

• Invite your suppliers
• If the supplier is already existing in the Supplier database click on

  Add-select supplier-Add to current project

• Save supplier team/Insert Supplier Team (similar function as for the buyer team)

Documents:

Click on Upload

Set GC icon allows you to set your document as General Conditions

Who can see the documents:

•Buyer access: Buyers 

•Supplier access: Suppliers

•Buyer participant access: Country buyers

Demand Specification:

• Insert empty lines (for new articles)

  Number of lines: number of new articles

  Click on Apply

  The system will generate the new eSourcing IDs

  Fill in all mandatory fields marked in red

• Copy Values: 

  use it to copy data from an article to another, brand/contract start, end date

• 

• Insert existing article (for renegotiated articles)

            If the article was already created, you will need to renegotiate it

            Condition: the article needs to be awarded

            Search and select the article ID

            Click on Renegotiate Article

• Article status explanation:

            Active: article was awarded, can be renegotiated

            In development: article is included in a project, not yet awarded

            Deleted: article ID cannot be used

            Expired: previous active version 

• Fill in all needed information regarding articles, as international classification, name, brand, type of packaging, unit, contract start and end date, previous buying price, final buying price

• Publish Demand Specification
  Click on Publish
  Click on Next in the pop-up
  Set the End date of your grid using the calendar
  Project status will change from In setup into Online
  

• Country buyers can provide their quantities/quantities can be maintained on buyers behalf

• Click on Place Values
• Select Business Unit: the MCC country
  
• Insert the contract quantities under contract quantities column
• Click on Save
• Click on Publish all tabs
• When you maintained all country quantities, Close the Demand Specification grid
  Awarding:

• Click on the Awarding tab
• Click to select Show supplier name on all lines
• Select the supplier/article combination to be awarded
• Click on Award
• You can also use Export Awarding/Import function to award the project via excel
• Project status will show Awarded or Awarding in process
• This template is not generating any automatic emails for buyers or suppliers.
• You can use Copy for renegotiate to renegotiate your articles to a new project/contract period

For any further questions do not hesitate to contact us.