Creating supplier groups

  1. Sign in as Application Administrator and select Supply Management > Supply Management Setup > Groups and Companies > Supplier Groups.
  2. Click Create.
  3. Specify a Supplier Group code and Description.
  4. 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..
  5. 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.
  6. 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.
  7. 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.
  8. Select whether to mask or display bank account and credit card number. Select this check box to show the supplier's bank information.
  9. 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.
  10. 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.
  11. 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.
  12. 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.
  13. Click Save.