Creating suppliers, versions released June 2022 or later
Use this procedure to register a supplier in Supplier Portal in versions released in June 2022 or later. This procedure applies to new tenants only. If you are upgrading from an earlier version of Supply Management, then do not use this procedure.
- Select Supply Management > Supply Management Setup > Shared Setup > Suppliers.
- Click Create.
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In the header, specify this information:
- Supplier Group
- Select a supplier group.
- Name
- Specify the supplier company's name.
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In the Primary Contact section, specify this information:
- First Name
- Specify the first name of the primary contact.
- Last Name
- Specify the last name of the primary contact.
- Email Address
- Provide the email address of the primary contact. This is the contact's user name for Supplier Portal.
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In the Company Information section, specify this information:
- Tax ID Type
- Select the suppliers tax identification type.
- Tax ID
- Specify the tax identification code for the supplier company. If a Duplicate Tax ID error occurs, then the primary contact has already registered the supplier company.
- Tax Certification
- Attach documentation for tax certification.
- VAT Registration Country
- Select the supplier's VAT registration country.
- VAT Registration Number
- Provide the VAT registration number.
- Vendor ID
- Select the vendor.
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In the Mailing address section, specify this information:
- Country
- Select the country of the supplier. When this field is selected, the mailing address fields are available.
- Street Address
- Specify the supplier's street address.
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In the Remit To Name And Address section, specify the remit to address
details.
- Country
- Select the country of the supplier. When this field is selected, the street address fields are available.
- Check If Remit To Address Is The Same As Mailing Address
- Select this check box if the mailing address is the same as the remit to address.
- Remit To First Name
- Specify the first name of the contact.
- Remit To Last Name
- Specify the last name of the contact
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In the Additional Information section, specify this information:
- Doing Business As
- Specify a company name that supplier is doing business as, if applicable.
- Dun & Bradstreet
- Specify the Dun & Bradstreet number. This is a unique 9-digit number for each grantee so that the federal government can track federal money.
- Parent Supplier
- If a parent supplier exists, specify the parent supplier.
- Business Type
- Select the type of business for this supplier.
- Global Location Number
- Specify the supplier's GLN.
- Website
- Specify the URL of the supplier's website.
- Pre Qualified
- Select this check box if the supplier is pre-qualified.
- Group Purchasing Organization
- Select this check box if a supplier is a group purchasing organization.
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Click Save.
The contact does not have access to the Supplier Portal until they use a link in an email they receive to complete their registration.