Sending Questionnaires (MSQ / ABCQ) to Suppliers

A core function of EB360 is the ability to send out Due Diligence Questionnaires to the suppliers in your platform. This article discusses your options on how to do this from a straight platform usage point of view vs a strategy point of view.

Send at the point of onboard

When onboarding a new supplier you can select your chosen supplier via the products on the right hand side of the onboarding pages, an example is shown below.

 

Note you will have to add contact details during the onboarding process for this to work, this includes a contact name and email address in the contact details in the left had side.

The DDQ will be sent at the point the supplier is added.

Send after the supplier has been onboarded

If you have already onboarded your supplier and want to send a DDQ some time later, then you should follow the instructions on this page, which help you ensure you have the correct contact setup and allow you to send out a new DDQ.

Send out a selected DDQ to all or selected suppliers

If you want to send out a selected DDQ to a set of third parties at the same time you can do this via the Managed Third Party page. You have two main choices:

• Act on all, you can use the Act on all button at the top of the Managed third party list and select the 'Send <DDQ Name> to all entities that have never received it'  This will send the selected DDQ to all your suppliers that have never been asked to fill in the DDQ before. An example is shown below.

• Using the Actions column in the table, select a subset of the suppliers and then use the 'Actions' button at the top of the Entity list. This will send a NEW DDQ to all the selected suppliers. If you just want to remind on an existing one, see here

To complete this second option, you will need the actions column in your table view.  The icon on the top right of Entity table provides access to the columns, and you can drag and drop the 'Actions' column into the available columns  before clicking ok to accept the changes.

Once you have the Actions column, select the required suppliers that will get the DDQ, then click the Actions button at the top of the grid. An example is shown below.

You can then select the DDQ of choice and select 'Submit'.  A new DDQ will be sent to all the selected suppliers. 

Note that if you scroll the grid to a new page your previous selections will be lost. So you may need to do this page by page if choosing this option.