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Assign Unassigned Manufacturers via Line Card Groups

Users can now assign unassigned manufacturers directly from the review screen using filtered line card groups specific to the current site or region. This ensures that only valid groups from the active line card are available during assignment.

Written by Kaitlyn Tredaway

  • This update adds a way to assign unassigned manufacturers on the review screen via line card groups.

  • It is especially useful for customers with multiple sites/regions where manufacturer groups may differ between line cards.

  • The goal is to help ensure manufacturers are assigned only to the correct group for the current RFQ/site.


Why line card group filtering matters

  • Some customers have the same manufacturer appearing in multiple group variations.

  • These groups may be spelled differently or exist in different regional line cards.

  • Without filtering, it would be easy to assign a manufacturer to a group that is not part of the current site’s line card.


Scenario 1- Add new manufacturer spelling variation to an existing group within a line card group

  1. Review the unassigned manufacturers list:

  • User created an RFQ under the Site "Europe"

  • Go to Unassigned Manufacturers

  • Check the box that brings forward the line card information

  • The user selects Microchip Technology as an example to assign it correctly.

2. Assign a manufacturer using only valid line card groups

  • When you click the manufacturer, a search field appears for selecting a group.

  • Typing part of a name (for example, "micro") only returns groups that belong to the current line card (Europe in this example).

3. Select the correct group and complete the assignment

  • Review the filtered results to find the correct group for the manufacturer.

  • In the example, typing "microchip" shows the relevant Europe line card groups.

  • Select the matching group and assign Microchip Technology to it.

  • This ensures the manufacturer is now tied to a group that is definitely part of the Europe line card.


Scenario 2- Create a new manufacturer group and add it to a line card group with suppliers

  1. If the manufacturer does not exist in the system, create a new manufacturer group.

2. Name the group clearly so it can be recognized later.

3. After creating new mfgr group, select the group here:

4. Filter for the correct line card group to add the new manufacturer group to.

5. After creating the group, assign it to the correct suppliers in the line card group.

6. Save the configuration before returning to bid sheet processing.

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