The information that is being requested from a supplier during a Sourcing event execution would vary depending on the type of the event (RFI vs RFP/Auction). For example most companies use RFI to collect some general information and capabilities about a supplier which then gets reviewed and help shortlist the suppliers for the next step in the Sourcing process (either RFP/Q or Auction). I have attached a link which provides some additional details and best practices on setting up a sample RFP : http://exchange.ariba.com/community/solutions/sourcing/blog/2010/01/22/esourcing-best-practice-series-part-v-rfp-and-rfq-set-up.
Also if you setup a robust Supplier on-boarding and enablement process, you can minimize requesting some standard information on Revenue/financials, Certifications, etc. as part of the RFI or RFP/Q process since these types of documents/information can be collected as part of the on-boarding process.
Hope this helps,
Thanks for your response. New question...when adding a supplier for the purposes of an RFI, we will look for basic info (name, address, etc.). It's my understanding that once added, the new supplier will exist as an "approved" organization in our database. How then do we differentiate between a supplier that was added for the purposes of an RFI and a supplier that has been fully vetted and approved to do business with us? Enhancement request?
Would marking the supplier "Incumbent" help you distinguish between the different types of suppliers?
Two ideas for you, Sybil, depending on how much information you're looking to capture:
1) Use the "Approved Commodities" field on the supplier to capture both the fact that they've been fully vetted and the commodities for which they're ready to go. This is a significant amount of work, but it has a huge benefit: it'll allow your users to search for suppliers based on Approved Commodities when creating an event to find suppliers they may not have known about.
2) Create a new question on the supplier profile and mark it Owner Required and Visible to Participant = No to indicate whether or not the supplier has been vetted. It could be a simple Yes/No question, or if you can break your process down into several steps, you could use a multiple choice selection to track where they are in the process. (Not Started, Gathering Information, Reviewing Information, Information Confirmed, Approved for Use) or something like that.