Supplier Management

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  • Piyush Singh

    So starting release 13, supplier users can submit changes to the profile (including bank accounts). You can configure approval rules to route the change requests for approval. This can be based on changes done - say if bank accounts are changed route to USER X. This approval setup will ensure the changes are approved by the right user. This shuold be fine for new bank accounts (or new suppliers). For approved bank accounts and that are being used already, you will have to rely on audit to ensure there are no recent changes on the bank accounts. But, if you have assigned right privileges to the right user, this should not even be requird.

    Apart from this, the bank accounts are secured with specific privileges which can be granted to selected users. For others, the bank accounts can be made read only or even hidden. 

    Hope this clarifies.

  • Hamish Gifford-Moore

    This is to ensure that the nw account details have been apprpoved by an authorised user. We are moving from JDE where this is standard functionality.

    The change nmey be by an internal staff member at the request of a supplier. Having audit conteol over this is not enough as a bank account cold be changed just prior to a payment run. If this was the case the suppliers invoices should not be selected until a senior user has approved the change.

  • Piyush Singh

    This is not supported i.e. whenever we have a change request (starting release 13) from a supplier on any of the entity (like bank accounts) we do not hold payments. This primarily is to avoid the failure of in-progress payments. When the change request is approved with the change, the new payments can pick up the revised details.

    Also, using a service to edit supplier to put its payment on hold when a change request is pending approval is not possible. To avoid data corruption. we lock the supplier's profile from internal edits unless the change request is dispositioned.

    We are interested to know if your use case is to always put payments on hold whenever changes (to selected entities) are initiated by the suppliers? If so, why?

    Thanks,

    Piyush

  • Rohit

    Thanks for prompt response. 

  • Sivaraj Shanmugham

    Thanks Hong! We tested and it's working as expected. 

     

    Siva

  • Prasad Deshpande

    Thank you Piyush.

  • Piyush Singh

    Hi Prasad,

    1. For TIN validation in external registration, we do not support integrating with third party for checks.

    2. Taxpayer ID and TRN format check is not done in external registration. We do have an ER logged for this requirement and will update it with your use case.

    Thanks,

    Piyush

  • Luiz Mendes

    Hi Aishwarya, please send it forward! :) Thanks for the clarification.

  • Prasad Deshpande

    any comments on TIN matching capabilities ?

  • Prasad Deshpande

    Thank you :-)

  • Poornima Bhilegaonkar

    I am moving this post to the Suppliers forum - the folks active there can help you.

  • Hong Gao

    Unfortunately, there is currently no support of address verification from self service supplier portal.  Could you please help us understand the use cases around supplier portal users verifying addresses?  We can look into further enhancement.

    Thanks,

    Hong

  • Ivan Pena

    Moved from the Purchasing forum.

    Ivan

  • 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

     

  • Piyush Singh

    Once Suppliers are created and have access to Supplier Portal, you can communicate with them to upload required attachments. Or, there is an alternative if you have Supplier Qualification licensed. 

    With Supplier Qualification, you can create an initiative with questions where in you can enable attachments and make them required. Invite selected Suppliers to respond to the initiative and you will get the documents that you need from them. 

    Similarly, when a supplier is registering, you can enable questionnaire train stop with required questions with attachments and you can get documents needed. This will only be applicable to external registration (self-service registration).

    Thanks,

    Piyush