Engagements
Engagements file format for Risk Assess quick integration.
The Engagements quick integration import allows Hiperos 3PM users to directly upload spreadsheets via the HTTPS protocol. This allows customers to perform inbound imports in an automated manner without the need of a Engagement interface.
Post URL
https://<CRA_TENANT>.hiperos.com/QuickIntegration/Engagements
Engagements
| Field | Description | Req'd | Unique | Type | Allowable Values |
|---|---|---|---|---|---|
| EngagementNumber | Enter a reference key that uniquely identifies the engagement record in Hiperos 3PM. | yes | String(64) | ||
| EngagementName (*) | Enter the name of the engagement. | yes | String(256) | any | |
| Description | Enter a short description of the engagement. | String(256) | any | ||
| EngagementMgrUsername (*) | Enter the username of the internal Client manager. Must match an existing username. | yes | String(256) | any | |
| Organizations (*) | Enter the names of the organizations participating in this engagement. Must match an existing organization defined under Organization Unit Management. Multiple values must be separated with the pipe character (|). | yes | any | ||
| Activated | [Yes or No] Enter Yes to mark the engagement as active. | boolean | true/false | ||
| ContractNumber | Enter the contract reference number assigned to the contract upon creation. | String(64) | any | ||
| ContractAmount | Enter the total (or annual) dollar value assigned to the contract. | any | |||
| CurrencyCode | Enter the currency code.AUD > Australian Dollar CAD > Canadian Dollar CNY > Chinese Yuan EUR > Euro GBP > British Pound USD > US Dollar |
AUD > Australian Dollar CAD > Canadian Dollar CNY > Chinese Yuan EUR > Euro GBP > British Pound USD > US Dollar |
|||
| StartDate (*) | Enter the start date of contract period of performance. | yes | DateTime | any | |
| ExpirationDate | Enter the end date of contract period of performance. | DateTime | any | ||
| ContractDocumentFileName | Enter the name of the engagement contract. | any | |||
| AtRiskFee | Enter the dollar amount that will be used to calculate performance-based compensation for a supplier or relationship based on the final score of an assessment from a performance program. | any | |||
| RiskRating | Enter the appropriate assessment of overall risk assigned to the engagement. See Setup Data Management on how to create and maintain these values. | String(64) | any | ||
| Geography | Enter the location where the contract will be utilized. Must match an existing geography defined under Setup Data Management. | String(256) | any | ||
| Classification | Enter the engagement segmentation classification. Classification indicates the type of business relationship the client has with the engagement (e.g., commodity, strategic) and can be populated with any labels the client organization uses to classify suppliers. Must match an existing classification defined under Setup Data Management. | any | |||
| Category | Enter the services classification for the engagement. Must match an existing category defined under Setup Data Management. | String(64) | any | ||
| SubCategory | Enter the services subclassification for the engagement. See Setup Data Management. | String(64) | any | ||
| HiperosFamily | Enter the category. Must match an existing Hiperos Category Family type. Refer to Setup Data Management. | ||||
| HiperosCategory | Enter the Hiperos category. Must match an existing Hiperos Category type. Refer to Setup Data Management. | ||||
| HiperosSubCategory | Enter the Hiperos subcategory for the engagement. | ||||
| ClientAccess | Enter the client access to allow viewing and editing of the engagement record.Manager Only Team All |
String(64) |
(*)Required