Creating supplier groups
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Sign in as Application Administrator and select .
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Click Create.
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Specify a Supplier Group code and Description.
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On the General tab,
specify this information:
- Allow Duplicate Tax Information
- Select how to edit duplicate tax IDs and
types. If duplicates are allowed, a warning is displayed when
duplication occurs.
- If you select Yes With Warning; Match On Tax ID
And Type, then no error will occur for the
supplier if they provide an existing tax ID and type.
- If you select No; Match On Tax ID And
Type, the supplier receives an error if the
Tax ID and type that they provide already exists for another
supplier.
- If you select Yes With Warning; Match On Tax ID
Only, then no error will occur for the
supplier if they provide an existing tax ID.
- If you select No; Match On Tax ID
Only, the supplier receives an error if the
Tax ID that they provide already exists for another
supplier.
- Commodity Registration Level
- Select one of six commodity registration levels. Commodity
levels are defined in the commodity structure. Commodity
Registration Level is used to control the number of levels deep a
supplier contact can associate a commodity code. This is regardless
of how many levels of commodity codes are defined on the buyer
side.
- Require Commodity Code
- Select this check box to require supplier contacts to indicate
at least one commodity code during registration. If this field is
selected and a supplier or supplier contact does not associate
themselves with at least one commodity code, they receive a warning.
The warning occurs at the end of the registration process indicating
that setup is not complete. A commodity code is required.
- Display GTIN and GLN In Supplier Portal
- Select this check box to show the GTIN and GLN in the supplier
portal and on appropriate forms..
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In the Validation Process section, specify this
information:
- Validation Required For New
Suppliers
- Select this check box to require validation for new
suppliers.
- Validation Required For Updated
Suppliers
- Select this check box to require validation for updated
suppliers.
- Require A Confirmation Email Address To Be
Entered
- Select this check box to require a confirmation email
address.
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In the Supplier Registration section, specify this information:
- Enable Quick Registration
- When this check box is selected only required fields are
displayed on the registration form.
- Diversity Codes
- Select this check box to show diversity codes and notifications
to the supplier during registration.
- Commodity Codes
- Select this check box to show commodity codes and notifications
to the supplier during registration. If commodity codes are
required, the Require Commodity Codes field must be
selected.
- Proxy Notifications
- Select this check box to show proxy
notifications to the supplier during registration.
- Certifications
- Select this check box to show certifications during
supplier registration.
- Type Field On Supplier
Address
- Select this check box to show the Type
field on supplier address.
- Questions
- Select this check box to display supplier
questions.
- Tax Codes
- Select tax codes to display during supplier
registration.
- Send Email To Suppliers Who Did Not
Register Themselves
- Select this check box to send an email to
suppliers who were registered by you. The email notifies the
supplier of the registration.
- Terms and Conditions
- Specify the terms and conditions text that
is displayed to the suppliers who register to do business with your
organization. These terms and conditions are related to the supplier
registration and not to any specific event or
contract.
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In the Bank Information section, specify this information:
- Allow Supplier Bank Information
- Select this check box to display the supplier's bank
information in Supplier Portal.
- Require Valid Bank Entity
- Select this check box if a valid bank entity is required.
- For Entry
- Select this check box to mask bank information during
supplier registration.
- For Display
- Select this check box to mask bank information when it is
displayed in Supplier Portal.
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Select whether to mask or display bank account and credit card
number. Select this check box to show the supplier's bank information.
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In the Event Processing Options section, specify this information:
- Allow Non Awarded Suppliers To View Award
Summary
- Select this check box to control whether event line awards for
other suppliers can be viewed. Event line awards for other suppliers
can be viewed when using the Search Events option and viewing the
Award Summary tab.
- Require No Bid Reason Codes On No Bid
Responses
- Select this check box to require no bid
reason codes for no bid responses.
- Use Bid Tabulation Report
- Select this check box to use bid tabulation
report.
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In the Certification And Diversity Alerts section, specify this information:
- Yellow Alert
- Specify the number of days before the diversity expiration
date that a first alert email is sent.
- Red Alert
- Specify the number of days before the diversity expiration
date that a second alert email is sent.
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In the Vendor Location Defaulting section, specify this information:
- Default Supplier Contact Vendor Location To
Contacts
- Select this check box to default the
supplier contact vendor location to the contracts.
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In the Vendor Credentialing section, specify this information:
- Allow Suppliers To Populate Registration
Information From Vendormate
- Select this check box to allow suppliers to populate
registration information from Vendormate. When this field is
selected, a step is available to Infor clients
who use Vendormate. During supplier registration, Vendormate
information can be used to fill in supplier registration name,
address, and other fields.
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Click Save.