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We are adding providers to tasks in the quote stage to check the finance but these tasks are showing in the provider's vendor portal profile.
It confuses the translators because they think they have done the job and want to invoice it.
Technically they cannot invoice it because the task status won't be ready in quote stage but is there a way to not show these quote tasks in Vendor Portal?
Thank you in advance!
Where do you determine for both HP and VP whether the week in the XTRF calendars starts on a Monday or Sunday?
I thought it was the interface language setting that would determine that, which does not hold true for the VP, at least.
Here an example for the VP with German as the interface language (Monday is the typical starting day of the week in German calendars):
Before the last update we can connect to the vendor portal with the same account 2 or 3 people at the same time and work with the projects, now if one user is working with that account and other access the portal with the same account the first person is disconnected.
How can we set the account to accept multi login again?
Do you evaluate vendor punctuality?
Do you register in some way who uses to deliver on-time and who doesn't?
Does anyone find usefull to have a scale rate to evaluate wether the vendor deliver on time or not?
And what about reachability?
you find usefull for your PMs to know if a vendor is easily reachable
or not? For example to discard those who don't reply fast when you are
looking for someone for an urgent request.
is there a way to add the name of a Task, after the Task ID, in the columns the vendors see through the vendor portal?
For example, in the current Vendor Portal that we have, the vendors see (in the tab "Jobs") "Job Number", "Delivery Date", "Total Amount" and "Invoice". I would like to add "Task name" after "Job Number". How could I do that?
It is possible to have the project name show up on the vendor portal, if that could help? I think this feature might need to be activated on your license by your account manager.
It seems vendors can only enter specializations on the rate level from the vendor portal. In the home portal we prefer to set the specializations on the language combination level (unless the vendor actually charges a different word rate for a specific specialization).
I am wondering if we are the only one having an issue with this? If vendors enter their specializations on the rate level, it becomes impossible to use this rate for a specialization that the vendor has not entered explicitly (e.g. 'General').
I invited vendors to join the vendor portal, they accepted but they never received a confirmation email after to confirm the registration
They only received one email initially - Invitation to XTRF System and when they click on the link and set up the email and password, a message shows up that a confirmation email has been sent but they never received it, even after they requested it again. They cannot log in to the Vendor portal if their email address is not confirmed. I tried this with two different users and this happened to the two of them.
Is there a way to see the origin of a vendor profile in XTRF? We are trying to figure out which vendors registered using the link to sign up on XTRF, and which we entered from the PM side by creating a new vendor. Some vendors for rare languages struggle with the portal, and if we need them quickly for the job we sometimes end up registering for them.
We are in the process of verifying that the Terms & Conditions have been accepted by all vendors (some from as far back as 2012); I know that all vendors who sign up from the link in recent XTRF versions have to agree to them before registering . This is a little tricky since them accepting doesn't sync to the subtab in the vendor portal of "Acceptance of Terms," and we need to update this manually (a change from the old functionality - see more about that in the conversation here http://xtrf.userecho.com/forums/1-product-development-ideas/topics/360-terms-and-conditions-on-vendor-portal/) It is the ones who we (PMs/vendor managers) registered on their behalf that I need to check on.
This is tangentially related to being able to see a pending list of vendors who attempted to sign up on the portal (and may have gotten stuck in the process), a useful feature I hope to see in the future http://xtrf.userecho.com/forums/1-product-development-ideas/topics/634-see-all-pending-vendor-registrations/
The job now says "canceled" and is grayed out, but the vendor name is still pulled in and PO amount is the same, and the job is marked as invoiceable. How does this affect invoicing and what the vendor sees in the vendor portal (jobs and invoices)? Will they still receive the invoice?
Canceled items (Tasks or Jobs) are excluded from margin & ROI calculations.
This allows to keep the Receivables and Payables intact (perhaps even invoice them).
On the other hand, you can mark a single item (Task or Job) as not invoiceable, so that you see the entire margin & ROI, but you won't actually invoice.
About the PO: once a job is canceled, it's not available in the Vendor Portal, so the PO isn't available either. Of course, if you sent it with email, someone might retain the PO pdf itself.
It will also be downloadable in the Home Portal, despite the job being canceled.
Is it possible to declare time from the vendor portal when clicking 'I completed part of the job'? At the moment this is only possible in our instance when clicking Finish, but maybe this setting can be changed somewhere?
The time from the partial deliveries should be added to previous entries, ideally.
So, the answer is: it depends. It works like this if job is smart, ie. it is part of a Smart Project.
However, the Classic Projects do not support declaring time in partial finishing of jobs.
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