Create a new Supplier
--> Procurement --> Suppliers --> Create supplier
--> Profle
Supplier # SSPP_iSUP1
Bus.Rel.ship # Spend Authorized
Tax Org Type # Corporation
then go to Payements ---> Enable one of the Payment Method
--> Addresses
Address Name / Country / Postal Code, etc.
Address Purpose # Ordering / Remit To
** Email ID is must & important for iSupplier
then go to payments --> Enable one of the payment method
Click on "Save and Close"
--> Contacts
Details (first name, last name, Email ID
Select & Add the address created earlier
** Enable "Create User Account"
--> Automatically few required Roles will be added
--> Sites
If you do not see '+' symbol , then you set yourself as procurment agent
Procurement BU
Address Name
Site Name and Site Purpose -- Purchasing & Pay --> Click on Save
Go to Purchasing Tab
--> Enable "Pay on Receipt"
Invoice Summary Level --> "Receipt"
Enable "Create Debit Memo in Return"
Go to Invoicing Tab
-->Invoice Currency / Payment Currency
Site Assignements
--> Client BU , Bill to BU, Ship To Location, Bill To Location
---> Clik on "SUBMIT"
--> TOOLS --> Security Console
--> Qurery the Supplier User (Lastname.Firstname)
--> change Password and change user name also if require
--> Manaage Purchasing Docuement Approvals
--> Setup a single approver approval rule for PO
--> LOGIN as SUPPLIER USER (SSPP.ISUP1)
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---> Click on Supplier Portal
Options
-> Supply Plan
-- Manage Order Forecasts and Commits
-- Manage Supplier On-Hand Quantities
-> Orders
-- Manage Orders
-- Manage Schedules
-- Acknowledge Schedules in Spreadsheet
-> Agreements
-- Manage Agreements
-> Shipments
-- Manage Shipments
-- Create ASN
-- Create ASBN
-- Upload ASN or ASBN
-- View Receipts
-- View Returns
-> Contracts and Deliverables
-- Manage Contracts
-- Manage Deliverables
-> Consigned Inventory
-- Review Consumption Advices
-> Invoices and Payements
-- Create Invoice
-- Create Invoice Without PO
-- View Invoices
-- View Payaments
-> Negotiations
-- View Active Negotiations
-- Manage Responses
-> Auctions from Seller
-- View Active Seller Auctions
-- Manage Seller Auction Bids
-> Qualifications
-- Manage Questionnaires
-- View Qualifications
-> Products
-- Manage Products
-> Company Profile
-- Manage Profile
Supplier can make changes to profile
We can decide what all things require for approval
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Switch to Consultant Login and do Supplier Portal configurations
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Setup and Maitenance
1) Configure Supplier Registration and Profile Change Request
you will see two sections:
--> Supplier Registration (What all secionts of supplier are required
approvals)
Prospective Spend Authorized
Org Details : Required Required
Contacts : Required Required
Addresses : Required Required
Bank Accnts : Hidden Hidden
Products/Ser: Enabled Enabled
--> Supplier Profile Change Request (For what all the Approvals required or not
required)
Prospective Spend Authorized
Org Details : Approval Required No Approval Required
Contacts : Approval Required No Approval Required
Addresses : Approval Required No Approval Required
Bank Accnts : Approval Required No Approval Required
Products/Ser: Approval Required No Approval Required
Busi Class : Approval Required No Approval Required
2) Manage Supplier Profile Change Approvals
--> Edit Approvals
--> Setup a single approver as worker
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Switch to Supplier Login
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Click on "Manage Profile"
--> click on "Edit" -- It will open a new change request form
--> Enter the comments for change description
--> Add new Business Classification record
--> Add new Product and services record
--> Click on "Review Changes" and then Click on "Submit"
--> Message will display saying "Your profile change request submitted for
approval"
--> Logout and login after approvals are done by approver. You would be able
to see new lines added
Switch to Approval Login
===========================
--> Go to Notifications -->
Open the request --> Click on "Approve"
Switch to Consultant/Procurment Aget login
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--> Create a Purchase Order with 100 Qty for this Supplier with price 10$
Switch to Supplier Login
=========================
--> In the infolet it will show "Requiring Attention" 1 record
--> Supplier is going to modify the price in PO from 10$ to 15$
--> Click on "Orders --> Manage Orders"
Select the PO and click on "Edit"
A change order request will be initiated by supplier:
Change the item price at line level from 10$ to 15$ and click on "Submit"
Switch to Approval Login
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--> Go to Notifications -->
Open the request --> Click on "Approve"
Switch to Consultant/Procurment Aget login
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--> Receive Expected Shipments
--> Receive only 10 Quantities (to check the Pay on Receipt functionality)
--> Take the GRN (Receipt) Number
--> Run & Submit " Send Pay On Receipt"
Parameters # Transaction Source : Evaluated Receipt Settlement
Receipt Number : <XXX>
--> It would invoke "Import Payables Invoices" request
---> Create a Blanket Purchase Agreement and get it approved
Switch to Supplier Login
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--> Manage Orders --> Life Cycle
you will see Receipt and as well ERS invoice number
--> Manage Agreement --> Review the BPA sent by agent and can make the changes if
required
--> changes requests can be done multiple times on POs and BPAs...
and will get them approved by Proc.Agent Approvals
--> Create an ASN
--> For the ealrier PO for Qty 20
Switch to Consultant/Procurment Aget login
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--> Receive Expected Shipments
--> Enter ASN number and Receive 20 Quantities
--> Take the GRN (Receipt) Number
--> Run & Submit " Send Pay On Receipt"
Parameters # Transaction Source : Evaluated Receipt Settlement
Receipt Number : <XXX>
--> It would invoke "Import Payables Invoices" request
