AP: Creation of Supplier

 

Creation of Supplier
*We have to assign the role called Supplier Manager to our user then only we can create Supplier
*System will verify whether the user is a employee user or not. Only employee users can create suppliers
*The same employee user should be a procurement agent
*we have to goto task manage procurement agent then only we can create complete supplier definition
*If you are not able to see the Procurement BU in the task Manage procurement agent then
we have to enable the check mark in assign business unit business functions
* One Supplier Site can be assigned to 'N' number of Business Units
* If we don't convert our employee user to procurement agent then we can create 50% of supplier ie., we can create supplier profile, supplier address
* When we are working for clients we have to set the supplier numbering. For one instance we can set only one number
* If you want to create Purchase Order (PO) and Invoice we have to take Business Relationship as Spend Authorised while creating the supplier
* At the time of Invoice or Purchase Order (PO) creation we can use supplier site only.
* If you give Distribution combination at supplier site level. When creating an Invoice system will pick code combinations from supplier site only.
* Auto Create Assignments the current user is acting as procurement user for how many business units system will assign the site for all those business units
	User
	Egoss	>>	Assign Supplier Manager role to user
	Employee User	>>	Assign Supplier Manager role to Employee User
	Procurement Agent (Buyer)	>>	Convert Employee User into Procurement Agent
* If there are any approvals for creating suppliers then we have to check these tasks
Task	Manage Supplier Profile Change Approvals
Task	Manage Internal Supplier Profile Change Approvals
*If you are not able to see the Business Unit (BU) while creating Supplier Site then goto the task
Task	Manage Service Provider Relationships
*Supplier, supplier address are global level and Supplier sites are BU Specific
Pre-requisites to create a supplier
1	Person should be an employee
2	Assign Supplier Manager Role to User
3	Convert User as procurement agent
4	Create Approval Rules (Optional)
Supplier Approval Nodes
1	SpendAuthorizationApproval
2	SupplierExternalRegistrationApproval
3	SupplierInternalRegistrationApproval
Prospective Supplier
With Prospective supplier we will do negotiation and once it has been confirmed we will convert the supplier from Prospective to spend authorised
https://www.youtube.com/watch?v=ThCfP-LIBiM
	Managed By
Supplier Profile	Procurement Team
Supplier Address	Procurement Team
Supplier Site	Finance Team
Supplier Site Assignments	Finance Team
Supplier Contacts	Procurement Team
Supplier Bank Accounts	Finance Team
Supplier Business Classifications	Procurement Team
Supplier Products	Procurement Team
Suppliler Attachments	Procurement Team
Supplier Qualifications	Procurement Team