Corporate Own Brand Management_Wine projects : Metro Employee

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:

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

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

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.

Metro Employee