Configure sub-contracting
From the top navigation bar in XTM Cloud click on Users.
Just below and to the left, click on the LSP's tab.
Select the Add LSP button to open a dialog window.
Add the contact information of the LSP using this field reference.
Scroll to the bottom and click on the Add button.
LSP field reference - general tab
Mandatory Fields:
Important
Enter the information of the contact person at the LSP responsible for the connection.
Typically this is the individual who manages the relationship (i.e the connection between your XTM instance and the LSP's XTM instance) between the end user and the LSP.
Company Name
First Name
Last Name
E-mail
Note
The value entered here is the e-mail address that XTM Cloud sends the connection information to.
Optional Fields:
Project Manager:
Enter the client contact (PM) who manages the relationship with the LSP.
Note
Only a single PM can be assigned on the contractor's side to manage this relationship (i.e the XTM connection to the LSP).
VAT Number:
The LSP VAT number if applicable.
Display Contractor PM details on LSP's account:
Displays the contractor's PM name to the LSP.
The PM is selected from the drop-down just below this check-box.
Contractor PM Details:
Warning
Pre-Requisite: The Display Contractor PM details on LSP's account must be checked:
Select the PM from the contractor's side that is displayed to the LSP.
Dummy User For Cost Generation:
Tip
Although dummy users can be configured for LSPs, they are unnecessary since very few LSP connections will be created in your application.
Note
The fields not described here are merely meant as contact info for the LSP that appears on purchase orders created within XTM.