Create a Supplier and Supplier Site

Help topic | 6/17/16 | Generic

Bookmark

E-Mail

Creating suppliers and supplier sites is an essential part of the procurement process. A supplier is modeled
as a global entity. It is not created within a business unit or any other organizational context. A
procurement business unit establishes a relationship with a supplier through the creation of a site which
maintains internal controls for how to procure to pay transactions are executed with the supplier.
1. Within the application, navigate to the Create Supplier dialog box by clicking the Create Supplier
task.
2. On the Create Supplier dialog box, enter:
Name
Tax Country
Tax Registration Number
3. Click Create.
4. On the Edit Supplier page, Profile tab, enter:
Supplier Type
5. On the Edit Supplier page, Addresses tabs click the Create icon.
6. On the Create Address page, enter:
Address Name
Country
Address Line 1
City
County
State
Postal Code
Language
Address Purpose
Select all applicable boxes. At a minimum select Purchasing.
7. Click Save and Close.
Repeat address creation for all addresses you do business with for this supplier.
8. With your supplier selected open the Sites tab and click the Create icon.
9. On the Create Site page, enter:
Address Name
Select the address for this supplier site.
10. Click Save.
11. Click the Receiving subtab and enter:
Receipt Routing
12. Click the Site Assignments subtab and click Autocreate Assignments. This may only be
appropriate for your first site. Other sites may require manual creation.
13. Click Save and Close.
14. With your supplier selected open the Contacts tab and click the Create icon.
15. On the Create Contact page, enter:
First Name
Last Name