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

Context:
  1. A Translation task is assigned to a vendor order template.
  2. There is 1 target language.
  3. The Vendor Quote Generation, Vendor Quote Review, and Vendor Quote Approval tasks are enabled in the workflow.
  4. The strategy of the vendor order template is Final quote after batch is completed.
  5. The Translation task is set to be completed automatically in 30 days.

Behavior:

One vendor order is created. The Vendor Quote Review task will be completed automatically after the 30 days specified on the original Translation task, if the Vendor Quote Review task is not worked on during the 30-day period. The vendor order can be consulted by vendor project managers in the Orders view.

Scenario 2

Context:
  1. A Translation task is assigned to a vendor order template.
  2. There are 3 target languages: DE-DE, ES-ES, JA-JP.
  3. The Vendor Quote Generation, Vendor Quote Review, Vendor Quote Approval tasks are enabled in the workflow.
  4. The strategy of the vendor order template is Final quote after batch is completed.
  5. 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 task will be completed automatically after 15 days, if the Vendor Quote Review task is not worked on during the 15-day period. The vendor order can be consulted by vendor project managers in the Orders view.

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

Context:
  1. A Translation task is assigned to a vendor order template.
  2. There is 1 target language.
  3. The Vendor Quote Generation, Vendor Quote Review, Vendor Quote Approval tasks are enabled in the workflow.
  4. The strategy of the vendor order template is Per file.
  5. 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 task will be completed automatically after 30 days, if the Vendor Quote Review task is not worked on during the 30-day period. The vendor order can be consulted by vendor project managers in the Orders view.

Scenario 4

Context:
  1. A Translation task is assigned to a vendor order template.
  2. There is 1 target language.
  3. The Vendor Quote Generation, Vendor Quote Review, and Vendor Quote Approval tasks are enabled in the workflow.
  4. The strategy of the vendor order template is Wait for all files.
  5. 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 or after the time interval specified in the vendor order template elapses. The Vendor Quote Review task will be completed automatically after 30 days, if the Vendor Quote Review task is not worked on during the 30-day period. The vendor order can be consulted by vendor project managers in the Orders view where the vendor order is marked with the Elapsed status.

Scenario 5

Context:
  1. A Translation task is assigned to a vendor order template.
  2. There is 1 target language.
  3. The Vendor Quote Generation task is enabled in the workflow.
  4. The Vendor Quote Review and Vendor Quote Approval tasks are not enabled in the workflow.
  5. The Translation task is set to be completed automatically in 30 days.

Behavior:

The system generates one vendor order and one Vendor Quote Generation task. The Translation task is completed automatically after 30 days. The vendor order can be consulted by vendor project managers in the Orders view.

Scenario 6

Context:
  1. A Translation task is assigned to a vendor order template.
  2. There is 1 target language.
  3. The Vendor Quote Generation, Vendor Quote Review, and Vendor Quote Approval tasks are enabled in the workflow.
  4. The Translation task is set to be completed automatically in 30 days.

Behavior:

After the Vendor Quote Review and Vendor Quote Approval tasks are completed on time, the Translation task is generated. If the Translation task is reassigned to another vendor (from the project Stages tab), the closing time (in this example, 30 days) does not apply to the newly assigned vendor. If the Vendor Quote Review and Vendor Quote Approval tasks had been excluded, and the Translation task reassigned to another vendor, then the closing time (in this example, 30 days) would have been maintained after the vendor reassignment.

Scenario 7

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.

Another example is where the Vendor Quote Review task is disabled and the Vendor Quote Approval task is enabled for a Translation task assigned to a vendor order template. The completion interval for the Translation task is set at 30 days. The Vendor Quote Approval task will close automatically after the 30 days have elapsed.

Contexts in which the vendor order can expire

Vendor task in projectDoes the vendor order expire if tasks are not completed on time?
Vendor Quote ReviewVendor Quote ApprovalMain taskVendor Quote ReviewVendor Quote ApprovalMain task
1.enabledenabledenabledyesnono
2.disabledenabledenabledN/Ayesno
3.disableddisabledenabledN/AN/Ayes
4.enableddisabledenabledyesN/Ano