How to link a Preferential Procurement scorecard from SMS

When you have created a procurement in the SMS system, you have to update it into your Toolkit scorecard to complete your report.

Step 1:

Select the relevant scorecard from the ‘View All’ button, ‘Your scorecards list’, or shortcut from the ‘Scorecards’ icon on the toolbar.

 

Step 2:

Open the scorecard then click on the Enterprise & Supplier Development tab from the blue bar.

Step 3:

From the Preferential Procurement tab, click the drop-down to select the relevant SMS scorecard and click ‘Update from SMS’.

Please note that the system will only list the scorecards that match the charter under which the Toolkit scorecard has been created.