Modifying a supplier profile

Use this page to modify an existing supplier.
  1. Select Master Data Management > Suppliers. The Suppliers page is displayed.
  2. Select a Facility in the Facility field.
  3. Click View. The Suppliers details page is displayed.
    Note: You can only modify Registered, UnRegistered or Deactivated suppliers.
  4. Specify this information:
    Company Name
    The name of the company for which the supplier is created.
    Supplier ID
    The code of the supplier used to link the application data to external application data.
    Outside Processing
    Select this check box to set the supplier as an external contractor for processing the parts.
    Note: This field is enabled only if the registration process is completed by the supplier.
    Van User
    Indicate whether the supplier uses the value-added network (VAN) for communication.
    Note: This field is enabled only if the registration process is completed by the supplier.
    Facilities Authorized
    The list of facilities to which the supplier can supply the parts.
  5. Review the information in the Access Information section:
    Registration ID
    The ID used by the supplier to access the Onboarding Application.
    Email
    The email address of the point of contact for the supplier.
  6. Review the information in the Company Information section:
    Doing Business as
    The name of the company used for conducting the business.
    Unique Identifier Type
    The type of unique identifier.
    VAT/TAX Country
    The name of the country for which the VAT is levied.
    Minority Owned
    The type of ownership of the company.
    Currency
    The currency in which the invoice amount is expressed.
  7. Review the information in the Additional Information section:
    Note: These fields are displayed based on the flex fields specified on the Flex-Fields page.
  8. Review the Company Address and Remittance Address on the Address tab.
  9. Select and move the facilites that can be accessed by the supplier from the Available Facilities to the Authorized Facilities on the Facilities tab.
  10. Specify this information on the Settings tab.
    Serial Mask
    The prefix of the serial number.
    Next Serial Number
    The next serial number that is generated when labels are printed.
  11. Click Save.
    Note: You can use the Activate option to set the status of the supplier to Active. This option is displayed only for the supplier with Deactivated status.

    You can perform these actions on this page:

    • Click Company Info to review the company details submitted by the supplier on the Company page that is displayed. See Reviewing Company Information.
    • Click Contacts to review the contact details submitted by the supplier on the Contacts page that is displayed. See Reviewing contact details.
    • Click Banks to review the supplier bank details on the Banks page that is displayed. See Reviewing bank details.
    • Click Sites to review the site details of the supplier on the Sites page that is displayed. See Reviewing site details.
    • Click Categories to review the product categories that are selected by the supplier on the Categories page that is displayed. See Reviewing the categories.
    • Click Certificates to review the certificates that are uploaded by the supplier on the Certificates page that is displayed. See Reviewing the certificates.
    • Click Agreements to review the agreements that are signed and uploaded by the supplier on the Agreements page that is displayed. See Reviewing the agreements.
      Note: You can only view this information after the vendor or supplier is onboarded.