Onboarding Template (tcclb0630m000)
Use this session to view and maintain the onboarding templates used to capture supplier information.
You can also perform these tasks using this session:
- Create default templates.
- Set the template status to approved or expired.
- Create a new version of the current template.
Field Information
- Template
- The code of the onboarding template.
- Template Name
- The code of the onboarding template.
- Nature of Supply Type
-
The nature of supply type for which the onboarding template is created.
Allowed values
- Material Supply
- Engineering Services
- Equipment Supply
- Other
- Not Applicable
- Subcontracting
- Industry Consultancy
- Agency Labor
- Utilities Supply
- Pre-Fabrication/Manufacturing
- Installation
- Commissioning
- Services Trade
- The code of the service trade. Service trades are displayed based on the Nature of Supply Type specified.
- Description
- The description or name of the code.
- Country Set
- The code of the country set. This allows multiple countries to be grouped in a template (for example, the European Union).
- Description
- The description or name of the code.
- Country
- The code of the country.
- Description
- The description or name of the code.
- State/Province
- The code of the state or province.
- Status
-
The status of the onboarding application.
Allowed values
- Free
-
The template header is created.
- Approved
-
The template is no longer used on the portal.
- Expired
-
The template and all sections are approved.
- Sections
-
- General Company
-
Indicates if you have specified general company data related to the template in the Template for General Company Data (tcclb0134m000) session.
To view or specify the general company data, click the option to start the Template for General Company Data (tcclb0134m000) session.
- Services
-
Indicates if you have specified services data related to the template in the Service Offering Template (tcclb0631m200) session.
To view or specify the services data, click the option to start the Service Offering Template (tcclb0631m200) session.
- Commercial Relations
-
Indicates if you have specified commercial relations data related to the template in theCommercial Relationships Template (tcclb0631m400) session.
To view or specify the commercial relations data, click the button to start the Commercial Relationships Template (tcclb0631m400) session.
- Financial
-
Indicates if you have specified financials data related to the template in the Financial Information Template (tcclb0631m300) session.
To view or specify the financials data, click the option to start the Financial Information Template (tcclb0631m300) session.
- Legal
-
Indicates if you have specified legal data related to the template in the Legal Information Template (tcclb0631m500) session.
To view or specify the legal data, click the button to start the Legal Information Template (tcclb0631m500) session.