Create 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