Closing date for vendor tasks
The completion interval specified on a task, which is assigned to a vendor order template, propagates onto its vendor associated tasks: Vendor Quote Review and Vendor Quote Approval. The Vendor Quote Review and Vendor Quote Approval tasks are completed automatically with the Elapsed status and can be consulted in the Orders view by vendor project managers, or in the Task History tab of a project by administrators, lead project managers, and project managers.
Scenario 1
- A Translation task is assigned to a vendor order template.
- There is 1 target language.
- The Vendor Quote Generation, Vendor Quote Review, and Vendor Quote Approval tasks are enabled in the workflow.
- The strategy of the vendor order template is Final quote after batch is completed.
- The Translation task is set to be completed automatically in 30 days.
Behavior:
One vendor order is created. The Vendor Quote Review and Vendor Quote Approval tasks will be completed automatically after the 30 days specified on the original Translation task, if Vendor Quote Review and Vendor Quote Approval are not worked on during the 30-day period.
Scenario 2
- A Translation task is assigned to a vendor order template.
- There are 3 target languages: DE-DE, ES-ES, JA-JP.
- The Vendor Quote Generation, Vendor Quote Review, Vendor Quote Approval tasks are enabled in the workflow.
- The strategy of the vendor order template is Final quote after batch is completed.
- The Translation task for DE-DE is set to be completed automatically in 30 days, while the Translation tasks for ES-ES and JA-JP are set to be completed automatically in 15 days.
Behavior:
One vendor order is created and the smallest completion interval is taken into consideration. The Vendor Quote Review and Vendor Quote Approval tasks will be completed automatically after 15 days, if Vendor Quote Review and Vendor Quote Approval are not worked on during the 15-day period.
If one of the vendor tasks, for example Vendor Quote Review, is enabled for one of the languages, but not for the other languages, the configuration of the first language in the list dictates the completion interval for all the languages.
Scenario 3
- A Translation task is assigned to a vendor order template.
- There is 1 target language.
- The Vendor Quote Generation, Vendor Quote Review, Vendor Quote Approval tasks are enabled in the workflow.
- The strategy of the vendor order template is Per file.
- The Translation task is set to be completed automatically in 30 days.
Behavior:
For each source file, the system generates one vendor order, one Vendor Quote Generation task, one Vendor Quote Review task, one Vendor Quote Approval task when the files reach the Translation task in the workflow. The Vendor Quote Review and Vendor Quote Approval tasks will be completed automatically after 30 days, if Vendor Quote Review and Vendor Quote Approval are not worked on during the 30-day period.
Scenario 4
- A Translation task is assigned to a vendor order template.
- There is 1 target language.
- The Vendor Quote Generation, Vendor Quote Review, and Vendor Quote Approval tasks are enabled in the workflow.
- The strategy of the vendor order template is Wait for all files.
- The Translation task is set to be completed automatically in 30 days.
Behavior:
The system generates one vendor order, one Vendor Quote Generation task, one Vendor Quote Review task, and one Vendor Quote Approval task, after all files reach the Translation task. The Vendor Quote Review and Vendor Quote Approval tasks will be completed automatically after 30 days, if Vendor Quote Review and Vendor Quote Approval are not worked on during the 30-day period.
Scenario 5
The auto-propagation of the completion interval specified on the main task is triggered for all vendor-related tasks only if the first human vendor-related task is not accepted.
For example, the Vendor Quote Review task and the Vendor Quote Approval task are enabled, and are generated for a Translation task assigned to a vendor order template. The completion interval for the Translation task is set at 30 days. If the Vendor Quote Review task is not worked on for 30 days, the Vendor Quote Review task will close automatically after the 30 days have elapsed. If the Vendor Quote Approval task is not worked on for 30 days, the Vendor Quote Approval task will close automatically after the 30 days have elapsed. However, if the Vendor Quote Review task is worked on and completed in 30 days, then there is no auto-propagation of the completion interval onto the Vendor Quote Approval task, which means that users have unlimited time to complete the Vendor Quote Approval task and the Translation task.
Contexts in which the vendor order can expire
| Vendor task in project | Does the vendor order expire if tasks are not completed on time? | |||||
|---|---|---|---|---|---|---|
| Vendor Quote Review | Vendor Quote Approval | Main task | Vendor Quote Review | Vendor Quote Approval | Main task | |
| 1 | enabled | enabled | enabled | yes | no | no |
| 2 | disabled | enabled | enabled | N/A | yes | no |
| 3* | disabled | disabled | enabled | N/A | N/A | yes |
| 4 | enabled | disabled | enabled | yes | N/A | no |
* For case 3 in the table, if there is more than one language associated to the same vendor order template and if the number of days is different for each target language, the vendor order expires when the completion interval of the last target language elapses.