Supplier Creation
- Supplier Number Generation
- Supplier Lookup
- Supplier Types
- Supplier Approvals
- Supplier Creation
- Supplier Address
- Supplier Site Creation
- Supplier Site Assignment BU
- Supplier Contacts Creation
Pre-Requisites
- Employee – Procurement Agent
- Add Roles Implementation Roles
- Supplier Manager
Select “All Tasks”
Add New Employee/User
Select Security Console from Tools
Add New Roles
Search new user created and reset password
Select Edit and Add new Roles
Successfully access new user
Setup Buyer Setup 🡪 Procurement
Select Business Unit from task list
Add new Procurement Agent
Supplier Option is enable for Procurement Agent
Add Data Set for Business Unit
After assigning roles and data access run LDAP process
Navigate to Procurement 🡪 Suppliers
Supplier Types
- Spend Authorized
- Prospective
In the context of suppliers within a buying organization, a prospective supplier is one that is being evaluated for potential business but is not yet authorized for financial transactions, while a spend authorized supplier is one that is fully approved and can be used for procurement activities including purchase orders and invoices
Prospective Suppliers:
Purpose:
These suppliers are typically used for sourcing negotiations and supplier qualification processes.
Limitations:
They are not yet authorized for procurement transactions that involve financial spend.
Example:
A company might register a new supplier as prospective to gather information and determine if they meet the required standards before moving to spend authorization.
Spend Authorized Suppliers:
Purpose:
These suppliers are fully authorized to be used in all procurement activities, including purchase orders, invoicing, and other financial transactions.
Example:
Once a supplier is determined to be reliable and meets the buying organization’s requirements, they are transitioned to spend authorized status, allowing them to be used for all financial interactions.
Process:
A prospective supplier can be promoted to spend authorized status through a request process, such as after being awarded a negotiation.
Suppliers related Tasks
Supplier Creation
- Supplier Number Generation
- Supplier Lookup
- Supplier Types
- Supplier Approvals
- Supplier Creation
- Supplier Address
- Supplier Site Creation
- Supplier Site Assignment BU
- Supplier Contacts Creation
Pre-Requisites
- Employee – Procurement Agent
- Add Roles Implementation Roles
- Supplier Manager
Select “All Tasks”
Add New Employee/User
Select Security Console from Tools
Add New Roles
Search new user created and reset password
Select Edit and Add new Roles
Successfully access new user
Setup Buyer Setup 🡪 Procurement
Select Business Unit from task list
Add new Procurement Agent
Supplier Option is enable for Procurement Agent
Add Data Set for Business Unit
After assigning roles and data access run LDAP process
Navigate to Procurement 🡪 Suppliers
Supplier Types
- Spend Authorized
- Prospective
In the context of suppliers within a buying organization, a prospective supplier is one that is being evaluated for potential business but is not yet authorized for financial transactions, while a spend authorized supplier is one that is fully approved and can be used for procurement activities including purchase orders and invoices
Prospective Suppliers:
Purpose:
These suppliers are typically used for sourcing negotiations and supplier qualification processes.
Limitations:
They are not yet authorized for procurement transactions that involve financial spend.
Example:
A company might register a new supplier as prospective to gather information and determine if they meet the required standards before moving to spend authorization.
Spend Authorized Suppliers:
Purpose:
These suppliers are fully authorized to be used in all procurement activities, including purchase orders, invoicing, and other financial transactions.
Example:
Once a supplier is determined to be reliable and meets the buying organization’s requirements, they are transitioned to spend authorized status, allowing them to be used for all financial interactions.
Process:
A prospective supplier can be promoted to spend authorized status through a request process, such as after being awarded a negotiation.
Suppliers related Tasks
