Manage Non-Disclosure Agreement (NDA) - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

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If project default ZP_NDA is set to Y, the NDA (non-disclosure agreement) document has to be signed and submitted by all project suppliers. To handle the NDA process, the following fields are available on P.20.01, if you set the context to Proj. Suppliers:

NDA Status – Initial supplier’s NDA status is None, will be changed by the buyer during the entire NDA process. The available NDA statuses are:

  • None

  • Pending/Email Sent - Email notification is sent to the supplier requesting him to sign and submit the NDA.

  • Received – The signed NDA is received from the supplier.

  • Approved  - The signed NDA is approved.

  • Approved with Comments – The signed NDA is approved, but with comments.

  • Rejected – The signed NDA is rejected.

  • Exemption – Supplier does not need to sign the NDA.

NDA Contact – Enter the NDA activity related company contact person from supplier side. Email conversations regarding NDA status changes and notifications are carried out with this person. The company primary user is the default contact person and displayed by default, but you can change by selecting another user. If no users exist, email is not sent to this supplier.

NDA Comments - Enter any comments related to the NDA process.

View NDA – Click this button to view the NDA document, that was signed, uploaded and submitted by the supplier in the Portal.

To upload the NDA document for the login project, do the following:

  1. Click the NDA button.

  2. In the NDA Document dialog, type document name in the Document Code box.

  3. Click Upload, select the file and click Open.

    A message is displayed that allows you to decide if the NDA document is sent to all suppliers or only to suppliers having NDA status None.

    Clicking All Suppliers will change the NDA status to Pending for all project suppliers, and this means that all suppliers must start the NDA process again, irrespective of their previous status.

  4. Acknowledge the next message with Yes to set the status to Pending/Email Sent for all suppliers where the NDA is sent. These suppliers will receive an email notification with the request to download, sign and upload the NDA in the Portal.

    If you close the first message box without selecting an option, you must manually set the status to Pending to initiate the NDA process. Suppliers having already the Pending status assigned will get an email, whatever option you select.

In the NDA Document dialog box, you can further click View to open the attached document, or you can click Remove to delete the NDA document. Additionally, you can click Send Reminder to send reminder emails to all project suppliers with the Pending status.

View the signed NDA document

As soon as the supplier uploads the signed document, the status is changed to Received. To continue with the process, do the following:

  1. Click View NDA to review the document sent by the supplier.

  2. Depending on the results of the review, set the NDA status to Pending, Approved, Approved with Comments, Rejected, or Exemption.

    You can set the Exemption status also on the P.30.21 Prepare RFQ screen. See Prepare Request for Quotation (RFQ) for more details.

  3. If you want to send an email notification to the supplier, ensure that a user is selected in NDA Contact.

  4. Click Save, this sends emails to the suppliers according to the status set.