This help article explains how to use the Go to Market integration to create a market request based on an existing Procurement Plan and details the information that is automatically transferred. Use this process when you have completed your Procurement Plan and are ready to proceed with the solicitation phase.
Prerequisites
Your role must have the necessary permissions to access and push the Procurement Plan to the Go to Market phase.
The Procurement Process must be set up to define the Market Approach (Public or Private) and the Supplier List Type (Internal, External, or Public).
The Supplier Discovery step in the Procurement Plan must be complete with the intended suppliers selected.
Steps
Navigate to the Go to Market stage of your Procurement Plan.
Click Create request. This action creates a market request in the Go to Market module, pre-filled with information from the Procurement Plan.
| Procurement Plan Field | Go to Market Field (pre-filled) |
|---|---|
| Procurement Plan Number | Buyer Ref No. |
| Procurement Plan Title | Request Name |
| Procurement Plan Scope | Description |
| Market Approach (defined during Setup) | Public (Open Tender) or Private (Request - Selected suppliers) |
| Supplier List Type (defined during Setup) | Internal, External or Public |
| Procurement Plan Budget | Budgeted Value |
| Open Date from Procurement Plan Timeline | Open Date |
| Close Date from Procurement Plan Timeline | Close Date |
| Evaluation Period from Evaluation Planning Step | Evaluation Period |
| Planned Advertising Close Date + Evaluation Period | Expected decision Date |
| Suppliers Selected in Supplier Discovery | Suppliers to invite |
| Attachments | Files |
Results / Validation
After creating the request, you are required to progress through each step in the Go to Market phase to validate the pre-filled information. At this stage, you can modify the information, including adding or removing suppliers and documents.
What's next / Related
Troubleshooting
Audit changes: If you need to audit any changes made after the request was pushed, return to the Procurement Plan. A new tab will appear at the Go to Market step displaying the details of the market request versus the original details pushed from the Procurement Plan.