Searching and Creating Suppliers


The buying organization wants to do business with JK Cement Industries, so a supplier record is required to begin executing procure to pay transactions with the company.

 

In this demonstration, you are the supplier administrator creating a complete supplier record with profile details, including a supplier site, and site assignments.

 


Steps:

  1. Before creating the supplier, perform a search to ensure JK Cement Industries is not already a supplier in the system.

     

    Click the Manage Suppliers link.

    Step 1

  2. WhewEnter a part of the name to search for all suppliers starting with a similar name. In this demonstration "JK" was entered in the search criteria for you.

     

    Click the Search button.

    Step 2

  3. The search results, do not retreive a supplier record for JK Cement Industries, so you can now proceed to create the supplier.

    Step 3

  4. Click the Create Supplier link.

    Step 4

  5. In this demonstration, the supplier's identifying information was entered for you.

     

    Click the Create button.

    Step 5

  6. At the Profile level, additional supplier information can be captured such as supplier diversity information under the Business Classifications tab.  Products and Services categories can also be entered to identify the supplier for sourcing opportunities.

    Step 6

  7. Now you will enter the supplier address.

     

    Click the Addresses tab.

    Step 7

  8. Click the Create graphic.

    Step 8

  9. In this demonstration the address information was entered for you.

     

    On the Create  Address page, you also identify the business function that the supplier performs at this address, such as receiving orders or remittances. To specify the business function for the address, select the appropriate address purpose.  In this case the Address Purpose "Ordering" was chosen for you.

    Step 9

  10. Click the Save and Close button.

    Step 10

  11. The address was saved.

     

    Click the OK button.

    Step 11

  12. Next, you will create a site which establishes a relationship between the supplier and a specific procurement business unit.

     

    The site enables the procurement business unit to define how business will be executed with the supplier at a particular address.

     

    Click the Sites tab.

    Step 12

  13. Click the Create graphic.

    Step 13

  14. In this demonstration, the address Sales was selected for you. The name of the Site and the Site Purposes will default from the selected address.

    Step 14

  15. On the Site Assignments tab, you will make the site available for purchasing.

    Step 15

  16. Autocreate Assignments creates assignments for all client business units served by the procurement business unit.

     

    Additional purchasing and receiving rules can be defined for the site, if you wish to override any procurement business unit policies for doing business with this supplier site.

    Step 16

  17. Click the Save and Close button.

    Step 17

  18. You are alerted that there is no active contact for this site.

     

    Next, you will create a contact.

    Step 18

  19. Click the Contacts tab.

    Step 19

  20. Click the Create graphic.

    Step 20

  21. In this demonstration, the contact details were entered for you.

     

    Next, you will associate the address created earlier, to this contact. This also links the contact to all sites using this address. This is refered to as a site contact.

     

    Click the Select and Add graphic.

    Step 21

  22. In this demonstration, the address was selected for you.

     

    Click the OK button.

    Step 22

  23. You can also grant the contact a user account for access to Supplier Portal, which involves assigning job roles and data access constraints.

     

    Click the Create user account option.

    Step 23

  24. Click the Select and Add graphic.

    Step 24

  25. The job role assignment provides access to the appropriate transactions to the business functions the roles represent.

    The data access constraints can optionally limit the contact to access transaction data for specific sites only.

     

    In this demonstration, the job role assignment Siupplier Self-Service Clerk was chosen for you.

     

    Click the OK button.

    Step 25

  26. Click the Save and Close button.

    Step 26

  27. Associate the supplier to a grouping by creating a tag for easy retrieval and tracking.

    The tag "Construction" was entered for you.

     

    Click the Save button.

    Step 27

  28. The newly created supplier "JK Cement Industries"  now appears in the Recent Suppliers list.

     

    If you want to make any subsequent edits, you can immediately open up the supplier record again with a single click.

     

    To retrieve any supplier record based on the tags associated with the supplier, click on the Tags link.

    Step 28

  29. From the Tag Center, you can search for a specific tag and view the associated suppliers. Clicking on a particular supplier will open the record.

    Step 29

That concludes the demonstration for searching and creating suppliers.

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