Define Party List

Explanation

This activity is used to create a party list. Party lists are used to specify a list of stakeholders pre-qualified to get a work order request when inviting tenders on a work order. This data is entered when creating work order requests. The stakeholders that can be configured are Customer, Supplier, Contractor, Manufacturer and Owner. Party lists are specified per site but it can be specified that the party list can be selected for all work orders regardless of the work orders site. A validity period can be entered for each party list as well

Note: Contractors cannot be removed from a party list if a party list is used on a work order tender. In such cases, the valid to date should be used to exclude the contractor from being used on the party list

Prerequisites

The stakeholders should be defined in the system.

System Effects

As a result of this activity, the created party lists can be used on work order requests.