Supplier Management

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Topic

    Sivaraj Shanmugham
    Supplier Overview Page - Add Custom Content
    Topic posted January 28, 2018 by Sivaraj ShanmughamBronze Medal: 1,250+ Points, tagged Supplier Profile Management 
    56 Views, 6 Comments
    Title:
    Supplier Overview Page - Add Custom Content
    Summary:
    We would like to customize the Supplier Overview page and show a table of all "Supplier Registration requests not submitted".
    Content:

    Can this be done and display data with the same look and feel as other panels - Menu - Actions, View, format, Export to Excel etc. ?

    Comment

     

    • Piyush Singh

      This is not feasible. For registration requests not submitted, you can review the list through Manage Supplier Registration Requests page and search for draft requests. If this does not work, we will be interested to know the reason why it does not work and the reason why you want it on Suppliers Overview page.

      Thanks,

      Piyush

    • Sivaraj Shanmugham

      We have explored this already. I am looking for a quick access to this information, instead of user having to perform 5 clicks. The other feedback is that this page DOES NOT have the ability to save my search and make it default. 

      Supplier Overview page has a section for "Suppliers with Incomplete Setup" which is never useful for us since, all suppliers go through Registration process and the prospective/Spend Authorized workflows ensure the setup is complete.

      Thanks Piyush!

       

       

    • Piyush Singh

      Thanks for sharing your feedback! We have an ER on our roadmap for Suppliers Overview page, will update your feedback on the same.

      Thanks,

      Piyush

    • Aishwarya Pawar

      To add to Piyush 's update, you could consider creating an OTBI report using the Supplier Registration - Supplier Real Time subject area.  This report will always be available for you to review as and when required. If this is a option, we can certainly walk you through the steps to create one.

    • Sivaraj Shanmugham

      I may consider scheduling the report and sending a daily or weekly notification if users prefer that option.  Can we display the OTBI report on the Supplier Overview page, as a new section that replaces " Supplier Business Classifications" section ?

      Certainly appreciate your help with walk through on the steps. 

      Thanks

      Siva

       

    • Aishwarya Pawar

      Hi Siva,

      Ad hoc OTBI reports cannot be embedded into the work area unfortunately. I will put together a document with the steps and upload it to this post shortly.

      Hope that helps.

      Aishwarya