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This dashboard will allow you to retrieve a list of your supplier addresses by Country, State and Address Purpose. It will also highlight addresses that do not have any of the following details: Phone, Fax and Email.
The Address column of the report is designed to display the entire address and is compliant with the United States address format. It can be updated to display any other address format as needed. In addition, the report can be easily modified to include Fax and Email in addition to the already included Phone column.
The attached Deployment_Instructions.pdf contains steps for importing the dashboard to your instance. Also attached is the Supplier Addresses by Location and Address Purpose.catalog file to import the dashboard to your instance.
The 19C feature: Navigate to Supplier Profile from Reports allows you to include links in your ad hoc OTBI and BIP reports. These links can be used to navigate to and view supplier profiles.
Below is an example of one such ad hoc OTBI report that lists suppliers missing Business Classifications. This report can be used to review the list of such suppliers and update their profiles to include the missing information.
The attached Deployment_Instructions.pdf contains steps for importing the report to your instance. Also included is the Suppliers missing Business Classifications.catalog file to import the actual report to your instance.
More details about this feature can be found in the Procurement What’s New for Update 19C. You can also refer to the white paper available here: My Oracle Support (note 2556026.1) for step by step instructions to construct and use these links.
Bank Accounts can be defined for suppliers at supplier, address or site level. While creating a bank account, you can use several fields to define the bank account such as the Bank, Branch, mark it as a Factor Account or add Account Owners etc.
This note explains the significance of making a bank account a Factor Account or adding Account Owners. 2 different use cases drive these two functionalities.
Factor Account: A bank account can be identified as a Factor Account, if the purpose of the bank account is to receive funds that are owed to the supplier, but are being collected on behalf of the supplier by the bank or a third party. The supplier receives payments from the funds collected, minus a commission. Once a bank account is defined as a Factor Account, it will be available to be added to any supplier 's profile. You can select an existing party to be the Factor. In the example below, Factor Tessier Ashpool is an existing party.
Once a bank account is made a Factor Account it cannot be updated to no longer be a Factor Account. Similarly, the Factor associated cannot be changed
Account Owners: As part of the bank account definition, you can add other suppliers to the bank account of the current supplier as joint bank account owners. This is done if a supplier wants to share a bank account with another supplier on a need by basis and is not the same as a Factor Account. The bank account will be available to be added as a bank account for the other supplier on that supplier 's profile.
A bank account defined as a Factor Account can be added as a Bank Account for any other supplier using the Select and Add action in the Bank Accounts table on the other supplier 's profile (at supplier, address or site level).
A bank account that contains a supplier as an Account Owner can be added to only that specific supplier using the same Select and Add action as above.
To illustrate: assuming the 2 bank accounts defined above are for supplier: Acme Corporation, they will be available to be added to supplier: Minuteman Supplies using the Select and Add action as shown below.
NOTE: Third Party Payments available to be set up at supplier sites have a different functional purpose from Factor Accounts and Account Owners and are payments that you make to a supplier on behalf of another supplier.
Refer to the following documentation for more details:
Description: Suppliers can be searched using keywords which directly uses a set of supplier attributes to conduct the search. When you do not know the keyword values but do know some details of the supplier you could use various search criteria to find the supplier. Suppliers can also be added to favorites for future ease of navigation.
Let’s look at each of these options in detail:
Search suppliers using keywords: Keywords search field allows you to look up suppliers using the following supplier attributes.
Supplier Name, Supplier Number, D-U-N-S Number, Parent Supplier, Alternate Name.
Features of keyword search:
Keywords search is available in the Basic, Advanced and Quick search regions. Keywords search is also available in the Research Suppliers page.
Research Suppliers is available in the following work areas: Purchase Agreements, Purchase Orders, Negotiations, Supplier Qualification.
Search suppliers using Advanced Search: Advanced Search can be leveraged to look for a group of suppliers of interest, so that you don’t have to rely on OTBI for simple reporting needs. Advanced Search can be reached by clicking the ‘Advanced’ button in the Manage Suppliers page.
Features of Advanced Search
Keywords search can be used along with the other search criteria available in the Advanced Search tab.
Keywords search can be added to Advanced Search using the ‘Add Fields’ button. You can also use this button to get more search criteria into the page for the search purpose.
Bookmark most visited suppliers as Favorite: The easiest way to reach a supplier would be by marking it as a favorite and directly navigating to the supplier from any page using the 'Favorite and Recent Items' star icon which is available in the global header.
Features of Favorites
How to mark supplier as favorite:
Step 1: Navigate to the Suppliers work area.
Step 2: Search for a supplier using Manage Suppliers or Quick Search.
Step 3: Click on the supplier name hyperlink.
Step 4: Click on the star icon next to the supplier name in the page title. Supplier is added to favorite list.
How to access the favorites:
Step 1: On the global header of the page click on the star icon. This will display the favorites list.
Step 2: Click on the supplier name hyperlink to directly navigate to supplier page.
I have created several Self Registered Suppliers - complete with Contacts (sometimes multiple). After we have approved them and start to create Requisitions, Purchase Orders, Contracts and Negotiations using these Suppliers, the Contact name (and email) are unavailable. Thinking that I may have missed a step in the setup, I went back and tried to get the Contact to appear. No Luck! Any thoughts? Anyone else find this? We had the problem in 19B and have just updated to 19C with the same issue...
Thanks,
Bill
Supplier Addresses should be specified using the Postal Address Style Format.
Country specific address formats can be defined using the Manage Address Formats task. Address elements for a given supplier address are driven by the country and are derived from the address format defined for that country.
Follow the steps below to locate the country specific address format used for defining your supplier addresses:
Tip: If no address format has been defined for a country, a default address format is available. You can use the following search criteria to locate that format.
Note: Attached document contains the same details above for your reference.
A supplier's bank accounts can be maintained at the supplier header, address or site levels. While the accounts can be added manually, you can also use file-based data import templates to add new bank accounts for a given supplier or any of its supplier sites.
The most recent template is available on Oracle Help Center here.
Here is a screenshot for quick reference:
This dashboard will allow you to retrieve a list of your supplier contacts and filter it by the Contact Status and User Account Status.
The Contact Name and Phone columns of the report are designed to display the Name and Phone Number as concatenated values. The report can be updated to display other contact information such as Mobile and Fax easily.
The attached Deployment_Instructions.pdf contains steps for importing the dashboard to your instance. Also attached is the Supplier Contacts Listing.catalog file to import the dashboard to your instance.
Supplier Descriptive Flexfields (DFFs) are shared between the Edit Supplier page (accessed from Suppliers workarea), Company Profile page (accessed from Supplier Portal) and Supplier Registration pages.
Supplier DFFs can be configured via Manage Supplier Descriptive Flexfields or the Manage Supplier Registration Descriptive Flexfields setup task. Both these tasks point to same DFF entity and the DFFs are shared between these flows.
This topic explains how these common DFFs can be made visible in one flow (say Edit Supplier) and kept hidden in another flow (say External Supplier Registration).
NOTE: DFFs once configured and deployed are displayed in the Additional Information section. Additional Information section is visible by default on the Edit Supplier page, but needs to be made visible via customization when profile is accessed from Supplier Portal and on the Supplier Registration pages.
In the example below we will use customization to hide one DFF on the Supplier Registration UI, but still keep it visible on all the other pages that share this DFF. The details below are also available in the attached PDF document.
Let 's assume the Procurement Application Administrator has configured 2 DFFs: Insurance Provider and Policy Number. The steps below illustrate how one of these DFFs (Insurance Provider to be specific) can be hidden selectively on the External Supplier Registration page.