How do I work with tasks that have been fulfilled in the name of a producer?


1.How do I identify tasks that belong to a producer?


Sometimes you send tasks to a company you receive a product from - but that company is only trading in this product, and not actually creating it.
In this case the trader needs to provide documentation on behalf of the producer.

You can identify tasks that contain files that have been provided in the name of this producer in a couple ways.

Usually a producer is displayed with the Trader that provided the documents in his name, in the following format: Producer (Trader).


In your inbox: You can discern files from a producer in the company column, as described above. You can also filter for the producer- or trader company and get the appropriate results.




After you have selected a task: You can also see the name of the producer (if the producer is a third party) in the task overview after the "file belongs to":



Using the new producer task overview: See next item.


2. How can I keep track of different producer's tasks?


If you have either uploaded or received files in the name of a producer, the menu item "Producer Tasks" will be available to you in the navigation sidebar under "Module Status".



This new overview only shows tasks that contain files of producers. You can switch between product and document task overviews.

Each tab has its own filter that work similarly to the rest of the application. The only exception is that you can filter for trading companies or producer companies separately.


Tha column "Progress" shows how many files you have accepted - in this case the trader uploaded 4 files from different producers and you already accepted 3 of them.



You can click on any task to expand the list of tasks that were assigned to the producers.

This list will show the status of the task and the respective expiration dates, if the attached file has one.




3. How to get an overview of your producers?



Under your supplier groups you can access your "My Producers" group. 

If you received a file on behalf of a producer, the producer and connecting trader will be listed here.




4. Requesting documents from producers


You can request files from a producer directly, if a trader has already uploaded a file in their name once.

To do this just select the producer with the correct trader connection in the "Create new task" screen.


If you request files from a producer that is connected via a trader, the trader will receive the task to provide the file for you.