Creating suppliers in versions June 2022 or later

Use this procedure to register a supplier in Supplier Portal in versions June 2022 or later. Infor Federation Services (IFS) External Entity Management is used in this version for the registration, authentication, and authorization of supplier contacts. This procedure applies to new and existing tenants that were migrated to use IFS External Entity Management. For information about provisioning and migration for external applications, see the Infor Cloudsuite Corporate, Healthcare and Public Sector Multi-tenant Configuration Guide.
  1. Select Supply Management > Supply Management Setup > Shared Setup > Suppliers.
  2. Click Create.
  3. In the header, specify this information:
    Supplier Group
    Select a supplier group.
    Name
    Specify the supplier company's name.
  4. 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.
  5. 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.
  6. 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.
  7. 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
  8. 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.
  9. 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.