Create Supplier
Administrator

Table of Contents
Create a Supplier 	 # 

Create a Supplier
Requirement	M*	Navigation	Prerequisites	
1. Obtain all supplier profile information	Y	Outside PECOS	Data Gathering Sheet (workbook) or Supplier Adoption Questionnaire.	
2. Check / Create Supplier User Definable Fields	N	Suppliers > Supplier User Field Definitions		
3. Enter Supplier Information	Y	Suppliers > Profile

	Data gathering exercise complete (1)	
4. Select Payment and Delivery Terms	Y	Suppliers > Profile

		Data gathering exercise complete (1)	
5. Create Remittance Address	Y	Suppliers > Profile

		Data gathering exercise complete (1)	
6. Create Order Address	Y	Suppliers > Profile

		Data gathering exercise complete (1)	
7. Enter Document Transmission Information	Y	Suppliers > Profile

		Data gathering exercise complete (1)	
8. Enter optional Interface information	N	Suppliers > Profile

		Data gathering exercise complete (1)	
9. Enter optional User Field data	N	Suppliers > Profile

		User field configuration complete (2)	
10. Enter optional PO Change/Cancellation and RMA Request contact details	N	Suppliers > Profile

		Data gathering exercise complete (1)	
11. Set optional Search Preferences at supplier or catalogue level	N	Suppliers > Profile

	Data gathering exercise complete (1) and Catalogues are loaded	
12. Set optional supplier level PEPPOL Identifiers	N	Suppliers > Profile

	Data gathering exercise complete (1) and Catalogues are loaded	
13. Configure optional Punchout settings and Extrinsic fields	N	Suppliers > Profile

		Supplier is defined as an ‘External Marketplace’ supplier type	
14. Enter optional    Default Tax Treatment	N	Suppliers > Profile

	Tax Types and Treatments Created
Data gathering exercise complete (1)
	
15. Choose an Organisational profile if not to be assigned to your default org level. 	N	Suppliers > Profile

		Organisation level created.	
16. Insert and Add	Y		-	Mandatory information is entered	
16 a). Create a Catalogue Key	N	Catalogue > Catalogues	Supplier created and saved (14)	
16 b). Add Catalogue Key to a Catalogue Collection.	N	Catalogue > Catalogues	Catalogue Collections created	
*M = Mandatory for this primary task. Y= Yes, N= No