Merge Account Instructions

Basic > Merge Account Instructions

Edition: Supply Chain Platform – Basic ; Merge Account Module.

Functions

Once you activate the Merge Account Module, users can check the list of all published data and shared document center. This function allows multi-users editing. It simplifies the workflow and improves work efficiency.

Merge Account Instructions

Merge Account means merge central site. This is how it works:

  1. Once the accounts are merged, the platform will only display one [Action Target]. Other action targets will be terminated.

    跨系統廠

  1. Once you merged account, all data from different central sites can be shared, viewed, and edited under one account.

    • Bulletin: Associated central site.

    跨系統廠

    • Survey List: Central Site (Take [MCD Survey] as an example).

    跨系統廠

    • Document Center: Original data source (Take [ICP Report] as an example).

    跨系統廠

說明 All files from [ICP Report] and [Composition Datasheet] that created before merging can view in one account. Check the [Original data source] to track.

跨系統廠

Setup Central Site

The administrator can setup user permissions of viewing and editing the data. The instruction steps are below:

  1. Once the administrator logged in, click [User Settings].

  2. Click 新增.

    負責系統廠設定

  3. Select central site from the [Responsibility Buyer (supplier service center)] drop-down menu.

  4. Click 儲存 after selected. The user is able to check all details and data from the selected central site.

負責系統廠設定

Setup Document Usage

When fill in MCD Survey Form, if you want to copy the [Composition Datasheet] and [ICP Report] from non-targeted source, you will have to go through [Usage Setup].

Copy the unduplicated files

  1. Select the file and complete (The image below shows uploading composition datasheet).
  2. Click 下一步, the system will automatically identify file sources.
  3. If it is from non-targeted source, a pop-up window will show. Click 確定 to complete the setting.

文件使用設定

Copy the duplicated files

  1. After the file is selected, the system will automatically identify file sources (The image below shows uploading ICP Report).。
  2. If it is from non-targeted source, a pop-up window will show. Click 確定and select the source.

文件使用設定

If you need to select the file from non-targeted source, go to the settings of Document Center. The instruction steps are below:

  1. Click [ICP Report] or [Composition Datasheet] from the sidebar menu.
  2. Search for the files you need to setup.
  3. Click the [Report No.] in blue texts. 文件使用設定
  4. On the [Basic Info] page, select central sites from the [Use Center] field.
  5. Click 儲存and go to MCD Survey Form page. All selected central sites from [Use Center] field can copy the files.

文件使用設定

注意 Attention!

1.If the files are copied or approved, you cannot modify the [Use Center].

2.The central sites selected by the [Use Center] field cannot be deleted or deselected. If you need to modify, please delete the whole data and create again.

More Information

Reference