Administrator setup tasks for Strategic Sourcing
When you set up Strategic Sourcing, you will complete tasks in the Lawson Accounts Payable, Purchase Order, and Strategic Sourcing applications. The list shown below contains a list of tasks that are required to set up Strategic Sourcing.
Some configuration tasks are included the product installation, see the S3 Supply Chain Management Applications, built with Landmark Installation Guide .
| Step | Task | Reference |
|---|---|---|
| 1 | Set up diversity codes in Accounts Payable (AP) and buyers in Purchase Order (PO). |
Access Diversity Code (AP13.1) to set up diversity codes. Ensure that the diversity code status is set to Active. For more information, see the Accounts Payable User Guide. Access Buyer (PO04.1) to set up buyers. Type an e-mail address used to notify your buyers. Strategic Sourcing uses this e-mail address to send different notifications to the buyer. For example, supplier questions. For more information, see the Purchase Order User Guide. Note:
Other standard setup processes for Accounts Payable and Purchase Order may be needed, these steps show only the requirements needed to use Strategic Sourcing. |
| 2 | Set up commodity codes |
Create a commodity code structure and create or import commodity codes. |
| 3 | Set up an enterprise group | Creating enterprise groups |
| 4 | Set up sourcing groups | Creating a sourcing group |
| 5 | Set up sourcing companies | Creating a sourcing company |
| 6 | Set up supplier groups and the Supplier Portal webapp | Creating a supplier group |
| 7 | Set up contract groups | Creating contract groups |
| 8 | Set up action reasons. | Creating action reasons |
| 9 | If your role is to define articles, terms and conditions, award reasons, no bid reason codes, participant groups, categories, even templates, questions, contacts, event types, and so on, use the Setup menu in Sourcing Buyer. | For more information about general setup in Strategic Sourcing, see the Strategic Sourcing User Guide. |