Supply Management Setup and Administration Guide

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About this guide

Queue definitions and mappings

Creating queues

Creating queue mappings

Purchasing classes

Commitments, encumbrances, and budget edits

Valid URLs for on-premises clients

Valid URLs for multi-tenant clients

Report distribution groups

Sample document templates

Viewing sample document templates

Infor Mobility using Infor Go

Updating contract terms and conditions

OS Portal overview

Accessing FSM in Infor OS Portal

Feature toggles in FSM

Enabling feature toggles in FSM

Supply Management shared setup

Creating action reasons in Cash

Action reasons in Item Lifecycle Management

Creating action reasons in Payables

Creating action reasons in Close Management

Creating action reasons in Reconciliation Management

Creating questions

Assigning articles and terms to questions and answers

Adding attachments to terms and conditions

Creating contact types

Creating categories

Creating sub-categories

Articles and terms

Creating articles

Terms and conditions

Creating terms and conditions

Attaching files to terms and conditions

Updating terms and conditions if approval is required

Supplier performance evaluation templates

Supplier metrics

Supplier performance evaluation

Creating supplier performance evaluation templates

Creating supplier performance evaluation template categories

Calculating scores

Global location numbers

Creating global location numbers

Creating subcontractors

Standard comment codes

Groups and companies setup

Supplier groups

Supplier group setup for supplier portal

Creating supplier groups

Creating supplier group subcontractors

Creating supplier group questions

Message configuration

Creating supplier group message configuration

Setting up supplier created invoices

Creating supplier portal access

Enabling Supplier Portal access to create acknowledgements

Creating suppliers in pre-June 2022 version

Creating suppliers in versions June 2022 or later

Creating supplier contacts in versions pre-June 2022

Creating supplier contacts in versions June 2022 or later

Updating supplier contact email addresses in versions June 2022 or later

Enabling supplier contacts to create acknowledgements

Configuring country bank information

Creating supplier certifications

Creating supplier comments

Creating portal messages

Evaluating a supplier's performance

Participant and member groups

Creating participant groups

Creating members

Adding UNSPSC codes

Supplier portal setup

Configuring country bank information

Displaying bank information

Supplier-created invoices

Configuring supplier invoice types

Supplier portal access

Manually validating the supplier

Anonymous portal access

Configuring anonymous viewing

Supplier portal questions

Portal contacts

Creating supplier group portal contacts

Portal links and instructions

Sourcing company logo

Event response text

Portal messages

Configuring menus for Order Management features

Registration text

Creating supplier group registration text

External entity access

Configuration for external entities

Setting up branding for external entities

Setting up sign-in page links for external entities

Setting up email for external entities

Enabling user verification for supplier

Enabling multifactor authentication for external entities

Setting up password requirements for external entities

External supplier contacts and emails

Inventory Control setup

Inventory prerequisite set up

Inventory control company

Creating inventory companies

Period end dates

Creating period end dates

Bin usage types

Creating bin types

Inventory locations

Creating inventory locations

Creating substitute locations

Creating account groups

Creating inventory storage codes

Creating bin groups

Bin reporting groups

Creating bin reporting groups

Creating make-to-order kit items

Creating make-to-stock-kit items

Enabling two-step receiving for purchase orders

Setting up cart or par locations

Options for setting up account information

Inventory classes

Creating classes and codes

Creating commodity code structures

Creating commodity codes

Creating generic names

Creating hazard codes

Creating manufacturers

Units of measure

Creating units of measure

Creating report groups

Creating reason codes

Creating burden codes

Creating GMDN PT codes

Patient charges

Creating patients

Creating patient charge item

Creating patient price class

Global location numbers

Creating global location numbers

Global trade item number (GTIN)

Setting up GTIN by vendor

Creating items from a contract using GTIN

Warehouse setup

Creating process types

Shipping methods

Creating shipping methods

Creating warehouse location rules

Assigning details to warehouse location rules

Creating external warehouse participants

Creating corporate item groups

Creating item locations

Creating vendor items

Inactive vendor items

Inactivating vendor items

Inactivating and replacing vendor items

Item information

Importing item information

Creating item worksheets

Manually creating item information

Creating items from contract lines

Creating item location records

Mass copying item location

Mass updating cart or par locations

Creating associated items

Creating special substitute items

Replacing kit components

Item and Order Billing setup

Creating order types

Creating user IDs

Creating order sources

Creating standard orders

Assigning standard order lines

Order discount codes

Creating order discount codes

Route processing

Creating delivery routes

Creating order comments

Diagram maintenance

Maintaining item group diagrams

Order entry customers

Creating order entry customers

Purchasing setup

Purchasing prerequisite setup

Creating purchasing companies

Creating shipping terms

Creating freight terms

Creating buyer groups

Creating buyers

Assigning purchasing classes to buyers

Assigning companies and locations to buyers

Assigning vendors and locations to buyers

Purchase request filters

Creating PO codes

Creating add on charges

Undershipment cancel percentage

Vendor purchase from location

Creating purchasing vendors

Creating cross reference vendors

Creating multiple account numbers for a vendor

Configuring eFax

Setting up fax capability for the purchasing vendor

Setting up an eFax email address

Procurement templates

Creating procurement templates

Assigning contract lines to procurement templates

Assigning special item lines to procurement templates

Assigning item master lines to procurement templates

Assigning service lines to procurement lines

Assigning participants to procurement templates

Creating procurement templates from contracts

Purchase Order document templates

Creating purchase order document templates

Creating IDM templates

Sample IDM templates

Creating sample IDM templates

Procurement cards setup

Procurement cards

Procurement groups

Creating procurement groups

Merchants and merchant groups

Merchant category code

Creating merchants

Creating merchant groups

Associating merchants with vendors

Creating procurement card reason codes

Procurement card user and program management

Procurement card user IDs

Maintaining procurement card users

Creating procurement card numbers

Procurement card program and administrator

Procurement card proxy

Procurement cards integration with Payables

Procurement cards integration with Purchasing

Procurement card programs

Creating procurement card programs

Assigning procurement card companies

Procurement card requests

Procurement card holders

Adding cardholders

Assigning companies to new cardholders

Procurement card approval

Approving procurement cards

Assigning companies to approved cardholders

Requisition Self Service setup

Settings in Inventory companies for RSS

Display options for user settings

Settings in Purchasing vendors for RSS

Settings in requester records for RSS

Creating requesting locations, companies, and requesters for RSS

Setting up the search catalog for RSS

Setting up the template keyword search for RSS

Enabling catalog search type ahead

Enabling catalog search options

Requisitions setup

Requisition prerequisite setup

Requisitions structure

Transaction types

Creating requesting report groups

Requesting locations

Stockless processing

Creating requesting locations

Replenishment requesters

Creating requesters

Unit of measure default hierarchy

Fill and kill processing

Item lifecycle management setup

Enterprise groups and companies

Creating enterprise groups and companies

Item lifecycle management groups

Creating item lifecycle management groups

Responders and coordinators

Creating responders and coordinators

Creating domains

Creating organizations

Task instructions

Creating task instructions

Creating notice types

Item lifecycle management groups

Creating item lifecycle management groups

Action reasons in Item Lifecycle Management

Contract management setup

Creating contract groups

Email and portal message configuration setup

Contract group features setup

Contract companies and departments

Creating contract companies and departments

Creating contract types

Rebates, rebate types, and rebate categories

Creating rebate types

Calculating rebate amounts

Contract classifications

Creating contract classifications

Creating contract classification groups

Creating pricing groups

Associating companies and locations to pricing groups

Document and addendum document templates

Creating document templates

Creating addendum document templates

Contract templates

Creating contract templates

Contract approver categories

Creating contract approver categories

Contract group approver

Creating contract group approvers

Preferred contracts and manufacturers

Creating preferred contracts and manufacturers

Strategic sourcing setup

Sourcing groups

Creating sourcing groups

Creating award reasons

Creating event types

Creating no bid reasons

Creating event templates

Creating buyer weighting criteria

Punchout/punchin setup

Hierarchy of email address construction

Creating buying organizations

Creating punchout vendors

Punchout vendors field mapping

Creating punchout vendors other data

Setting up requester punchout vendors

Creating requester punchout vendors other data

Creating my punchout vendors

Setting up purchase order dispatch vendors

Punchin configuration

Troubleshooting: When requester punchout vendor already exists

Production Management setup

Setup prerequisites

Offsite locations and production facilities

Finished good bill of materials

Creating burden codes and types

Creating a calendar

Inventory Control company

Defining finished goods

Inventory Intelligence setup

Replication sets configuration

Setting up FTP for replication

Scheduling internal replication sets

Monitoring replication sets

Recommendations engine configuration

Defining actor context properties

Defining finance enterprise group config ID

Setting default global access

Defining finance enterprise group config ID

Setting access rights by actor

Setting access rights by location

Setting location valuation

Global parameters

Setting post processing recommendations

Setting global parameters for perpetual items

Setting global parameters for par items

Recommendation engine rules

Scheduling the daily data engine

Scheduling the recommendations engine

Viewing engine process results

Troubleshooting

Anonymize processing overview

Anonymizing data

Rules for anonymizing data

Purging the audit log

Rules for purging data

Building procurement expense data

Departmental procurement expenses report

Creating pricing groups

Links
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