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 an option for duplicate tax IDs and types. If duplicates are allowed, a warning message is displayed to the supplier when duplication occurs.

    See Supplier group setup for supplier portal.

    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 page.
    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 to the supplier during registration.
    Type Field On Supplier Address
    Select this check box to show the Type field on supplier address.
    Questions
    Select this check box to show supplier questions.
    Tax Codes
    Select the tax codes that are displayed 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 is to notify the supplier that they are registered.
    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 show 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 hide bank information during supplier registration.
    For Display
    Select this check box to hide bank information when it is displayed in Supplier Portal.
  8. Select whether to hide or show 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
    The number of days before the diversity expiration date that a first alert email is sent
    Red Alert
    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.