Removing Preferred Category Statuses

Objective

After completing this lesson, you will be able to remove a preferred category status from a supplier.

About Removing Preferred Category Statuses

You do not need approval to delete a preferred category status manually. You can perform this action directly without additional steps.

Certain conditions can trigger the automatic removal of preferred statuses from a supplier:

  • If your organization uses process projects, changing the status of a qualification process from approved to conditionally approved or denied automatically removes any associated preferred category statuses from the supplier, as does discontinuing the qualification process.
  • If your organization uses legacy qualification and disqualification projects, a supplier who is disqualified for specific commodities, regions, and departments will automatically lose any associated preferred statuses.

When a supplier's preferred category status is automatically removed, the Preferred detail area of their supplier profile displays the disqualification status instead.

In the Preferred detail area, the highlighted Disqualified status indicates that a supplier's preferred category status has been automatically removed.

How to Remove Preferred Category Statuses

If a supplier is no longer preferred for a specific combination of commodities, regions, and departments, follow these steps to remove their preferred status by deleting it.

Prerequisites

Preferred supplier management projects are only available in solutions that include SAP Ariba Supplier Lifecycle and Performance.

To remove a supplier's preferred category status, you must be a member of the Preferred Supplier Manager or SM Ops Administrator groups.

You can't remove a preferred category status if its request is still in approval. You can only remove approved category statuses.

Business Scenario

Category manager Joe Ortiz has determined that one of his company’s suppliers, currently preferred for computer services in the Caribbean region, no longer meets the preferred status criteria. Joe needs to remove the supplier's status to reflect this change.

In this video, you’ll watch Joe remove a preferred category status from a supplier.

Steps

  1. In the Preferred detail area of the supplier's profile, locate the status you want to remove and choose More → Delete.

  2. Choose Delete to confirm that you want to delete the status.

Result

After you delete a preferred category status, the supplier will no longer be automatically added to sourcing events that use preferred status as invitation criteria. You can request a new preferred category status for the same supplier and combination of commodities, regions, and departments at any time.

Remove a Preferred Category Status

In this exercise, you’ll remove a preferred category status from a supplier.

DemoStart Demo

Summary

  • Preferred category statuses can be removed manually without approval or automatically under certain conditions.
  • Automatic removal occurs if the qualification process status changes or a supplier is disqualified.
  • Only approved preferred category statuses can be removed; requests in approval cannot be deleted.
  • Deleting a preferred status stops automatic inclusion in sourcing events, but a new status can be requested anytime.

Learning

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