Create Supplier

Create a Supplier

RequirementM*NavigationPrerequisites
1. Obtain all supplier profile informationYOutside PECOSData Gathering Sheet (workbook) or Supplier Adoption Questionnaire.
2. Check / Create Supplier User Definable FieldsNSuppliers > Supplier User Field Definitions
3. Enter Supplier InformationY

Suppliers > Profile
UserInfoButton.png

Data gathering exercise complete (1)
4. Select Payment and Delivery TermsY

Suppliers > Profile

TermsButton.png

Data gathering exercise complete (1)
5. Create Remittance AddressY

Suppliers > Profile

RemitAddressButton.png

Data gathering exercise complete (1)
6. Create Order AddressY

Suppliers > Profile

AddressButton.png

Data gathering exercise complete (1)
7. Enter Document Transmission InformationY

Suppliers > Profile

TransmissionInfoButton.png

Data gathering exercise complete (1)
8. Enter optional Interface informationN

Suppliers > Profile

InterfacesButton.png

Data gathering exercise complete (1)
9. Enter optional User Field dataN

Suppliers > Profile

UserFieldsButton.png

User field configuration complete (2)
10. Enter optional PO Change/Cancellation and RMA Request contact detailsN

Suppliers > Profile

ContactsButton.png

Data gathering exercise complete (1)
11. Set optional Search Preferences at supplier or catalogue levelN

Suppliers > Profile

SearchPreferencesButton.png

Data gathering exercise complete (1) and Catalogues are loaded
12. Set optional supplier level PEPPOL IdentifiersN

Suppliers > Profile

IdentifierButton.png

Data gathering exercise complete (1) and Catalogues are loaded
13. Configure optional Punchout settings and Extrinsic fieldsN

Suppliers > Profile

PunchOutButton.png

Supplier is defined as an ‘External Marketplace’ supplier type
14. Enter optional    Default Tax TreatmentN

Suppliers > Profile

TaxationButton.png

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

OrganisationButton.png

Organisation level created.
16. Insert and AddYInsertButton.png-Mandatory information is entered
16 a). Create a Catalogue KeyNCatalogue > CataloguesSupplier created and saved (14)
16 b). Add Catalogue Key to a Catalogue Collection.NCatalogue > CataloguesCatalogue Collections created

*M = Mandatory for this primary task. Y= Yes, N= No

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