Vendors

Eugene Kuchynski — Thu, 05 May 2022 10:41:31 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 5/5/2022 10:41:31 AM

Video tutorial

Overview

Default look of the Vendors list (can be quickly accessed by Alt-8 shortcut):

This list contains translators which can be assigned for translation jobs.

In the vendor list, you can select multiple vendors and quickly change their type. To do this, click Change type button on the ribbon and then select desired target type:

Vendor editing form allows to specify main and contact details, including person type (staff, freelancer, organization), state of employment, photo and web pages on popular networks for translators:

Fields description

Main tab

Type specifies type of a contractor (Staff, Freelancer, Organization). Staff members can be used as responsible persons in quotes, translation projects and jobs.

First and Last name are provided only for individuals.

Company name is provided only for companies (contractor list has Full name column, which is filled automatically depending if Company name, First name and Last name are filled).

Employment status allows to track candidates. Contractors with employment status other that Employed won't appear in selection lists in assignments.

Contact group contains fields to provide contact details (e-mail, skype, phone, etc.).

Address group contains fields to provide contractor's address.

Web group allows to provide web-pages of a vendor.

Notes field allows to save any relevant notes for a vendor.

Settings tab

Default currency. It allows to select a currency which will be automatically set in all assignments you create for this contractor. For example, is default currency is USD, but you create an assignment over a job which is counted in EUR, then assignment currency will be automatically changed to USD.

Value of the Default unit field will be used in translation assignments, when creating new tasks.

To set default payment terms for a contractor, you can use Method of determining invoice due date and Day number fields. In the first field, select one of three types of invoice payment term determination, and enter corresponding day or number of days in the second field.

Minimal charge field allows to specify an amount in a currency selected in the Default currency field, which is minimum for this vendor per assignment. If this value is specified (greater than zero), then the system will show warning message when you try to create an assignment with amount which is less than minimal charge.

Default tax 1, Default tax 2 and Default tax 3. These fields allow to specify taxes automatically added to incoming invoices created for a contractor.

Default PO template field allows to select PO template used for particular vendor (if differs from Default PO template selected in the global application settings).

Default analysis import settings field allows to select settings used in all assignments created for a specified vendor

Time zone and Language code fields allow to convert assignment deadlines, which you set in your local format, into vendor's time zone and culture. For this, special variable can be used in e-mail messages.

Do not offer tests. When checked, vendors won't be getting offers to pass tests when they logon into vendor portal or edit their profiles, even if tests which fits their languages and specializations are available in the system.

Productivity settings
Here you can specify default vendor productivity on per-day basis, including weekends. Some vendors may have free days in the middle of week, while working on weekends, that's why it is possible to provide default average volume for each day of week. Also, in this group you can specify default workday start and end times (in a vendor's time zone) - this is important when application calculates volumes which vendors can deliver by a specified project deadline.

Willingness to work field allows to approximately estimate intentions of a vendor to work with us. This value will be used by the recommendation mechanism in translation assignments.

Archive status group

Archived contractors won't appear in selection lists. You can mark contractors as archived and provide Archive reason for reference.

Files tab

On this tab you may attach any files to the current vendor (like CVs, NDAs, etc). These files are stored in folder determined automatically based on the application settings. To check File manager article to get additional information about working with files in TBM.

To attach a file, select on the Add from file.... After selecting a file, specify its type in the File type column by selecting necessary value from the underlying reference table (you may create additional file types on fly).

Languages tab

Here you can specify Native languages and list of supported Language pairs. For each language pair, you can optionally specify Fluency. Approved box shows if a vendor has any approved tests in this language pair, and a number of passed test is specified in the Tests approved column.

Services provided tab

Here you can specify list of services provided by a vendor. For each type of service, you may specify source language (optionally) and/or target language. Both these fields can be empty, if a service does not depend on languages.

You can click Import from price-lists button here to automatically fill this table with all services specified in linked price-lists.

Specializations tab

List of specialization supported by a vendor. Useful for filtering purposes when selecting a vendor.

Price-lists tab

On the Price-lists tab, you can view and edit price-lists linked with a vendor. See Price-lists article to find instructions how to work with price-lists in SDL Trados Business Manager. On this tab, you can link existing price-list with a currently viewed vendor.

Additionally, you can specify Default fuzzy scheme here, and default Payment type. By default, payment type is based on price-lists. However, you can calculate payments to your vendor based on work time and as a percentage from source job amount. If you select one of these values, then in translation assignments for this vendor the system will calculate total amount according to a value selected here. If you select any value other than Based on price-lists here, then you have to provide Percentage value or Hourly rate, respectively (these fields become disabled when not relevant).

To add linked price-list for a vendor, please do the following:

Click Link button and select one or multiple price-lists in a popup window. Click OK, and selected price-lists will be added to a list:

The Default column will be checked by default. If it's needed. please deselect it. When adding tasks to translation assignments, SDL Trados Business Manager will look default rates only in default price-lists.

To remove (unlink) price-list, select it and click Delete on the toolbar.

To view detailed information (prices) from linked price-list:

Selected a price-list and click Open price-list button on the toolbar ().

Default price-list editing window will be opened:

Additionally, if you switch to the Resulting price-list tab, you will notice that Built for field contains name of a source vendor and default fuzzy scheme of that vendor:

If you open same price-list from reference data table, Built for field will be empty, and resulting price-list will be generated based on global default fuzzy scheme. However, in this case vendor’s default scheme is used.

Test pieces tab

This tab allows to work with test pieces: assign, receive, send for review and inform vendors about results. Detailed explanation can be found in the Test pieces article.

Payment methods tab

List of payment methods supported by a contractor. Can be selected in incoming invoices.

Milestones tab

On the Milestones tab, you can enter important information about activities performed with respect to a contractor. You may save details about testing results, signed agreements, important received emails, etc., to be able to remember out information when it's needed.

Auto unit conversion settings tab

Allows to specify rules for automatic unit conversion when a vendor is assigned to a job. By design, units in translation assignments must be the same as units in a source translation job (to correctly calculate assigned and unassigned volumes). However, according to a negotiations with vendors, it may be required to explicitly use particular unit and prices for that unit. This table allows to specify Service/Source unit pairs which will be automatically converted into a target unit (when such pair exists in a source job). For example, look at this screenshot:

According to these settings, if this vendor is assigned to a job which contains any Translation service counted in Words unit, those quantities will be automatically converted into Lines by applying adjustment factor specified for Lines. Of course, after conversion you're free to correct volumes calculated by TBM.

Days of unavailability tab

Days of unavailability table allows to specify days of absence, which, along with current translation assignments, allows to determine if particular contractor is currently available or not.

Software tab

Allow to specify software and versions supported by a contractor.

To add a row in the professional software and other software tables, select Link button and select software name in the appeared list. If necessary software is missing, select New or Clone button to create it.

Assignments tab

Displays all translation assignments for a selected vendor.

Audit trail tab

Displays information about all changes made in a contractor profile, include date of change, user name, previous and new values of individual fields. For example, this screenshot shows that Admin user changed a profile of Lisa Evans by adding a new row to the Unit conversion table and setting ServiceType to Translation, SourceUnit to Words and TargetUnit to Lines.:

List of vendors

In this section, you will find description of additional functionality provided by a contractor list.

Additional useful columns

List of contractors contains some additional columns which may be useful when selecting them during assignment creation. If some of described columns isn't visible, please use List view customization function to display them.

Available column displays availability status of a contractor, depending on ongoing assignments and information from the Days if unavailability table.

Date of availability column displays closest day of availability according to current assignments and vacations.

Average rating is calculated based on all assignments with specified rating.

Rates column contains information from the Default rates table for items marked as Show in list.

Assignments in work column displays number of assignments which are in work and not delivered.

Assign. total displays total amount of all assignments for a contractor.

Currently in work displays description of tasks from ongoing assignments (work type and quantity).

Language column displays all language pairs provided in the Language list tab.

Services provided displays all work types provided in the Default rates tab.

Additional commands

Change type button allows to quickly change type of currently selected vendors.

In the list view you may find Archive button. This button allows to mark current contractor (or multiple contractors selected in the list form) as archived. Optionally, you may specify archive reason. Archived vendors disappear from the main list (you still can view them by using Filters drop-down list on the ribbon) and from contractors' pickup window in translation assignments.

You can always return archived contractors by switching to Archived filter, opening necessary contractor and deselecting Archive check-box in the editing form.

Test pieces button allows to open list of all test pieces assigned to all vendors.

Search vendors button allows to quickly search vendors. See a corresponding article about this.

RWS button provides an integration functionality with GroupShare and Trados Studio, allowing to link and unlink selected vendors with other SDL products, as well as create users in Studio or GroupShare from within SDL Trados Business Manager. You can find additional information in a corresponding section of this manual.

Tags: contractors, reference data

Vendors

Eugene Kuchynski — Thu, 04 Nov 2021 08:04:46 GMT

Revision 10 posted to Wiki by Eugene Kuchynski on 11/4/2021 8:04:46 AM