Modifying a supplier profile

  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 facilities 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.
    Taxable
    Select this check box to indicate that the part is taxable.
  11. Specify this information in the Defaults section.
    Ship Via
    The code of the shipping method.
    FOB Code
    The unique identifier assigned to the Free On Board (FOB).
    Cost Center
    The unique identification code of the cost center.
    Supplier Account Code
    The unique identification code used for supplier payments.
    Account Code
    The unique identification code of the account.
    Shipping Address
    The code of the shipping address.
    Currency
    The unique identification code of the currency.
    Tax ID type
    The type of tax.
    Payment Term
    The code of the payment term.
    Delivery Term
    The code of the delivery term.
    SCAC
    The Standard Carrier Alpha Code (SCAC) code of the carrier that transports the shipment.
    Note: The values specified in this section are considered as the default values during the supplier setup.
  12. Specify this information on the Communication tab:
    Client ID
    The unique identification code for user authentication.
    Note: This field is displayed only if the Use Oauth check box is selected.
    Client Key
    The secret key used to authenticate the user.
    Note: This field is displayed only if the Use Oauth check box is selected.
    Token URL
    The URL used for generating a token that is used for authentication.
    Note: This field is displayed only if the Use Oauth check box is selected.
    Scope
    The permissions that determine the tenant authentication.
    Note: This field is displayed only if the Use Oauth check box is selected.
    User ID
    The user ID used to authenticate the target supplier (EAM user) to whom the PO cXML file is sent from Infor Supplier Exchange.
    New Password
    The password used to authenticate the target supplier.
    Api Endpoint
    The endpoint of the target suppier URL from which the PO cXml file is sent from the Infor Supplier Exchange.
    OutputkeyDoctypePublic
    A unique identifier used to identify the DOCTYPE declaration.
    Original Sender
    The information of the sender that is communicated in the cXML file. Possible values:
    • Account Number
    • Company DUNs
    User Agent
    The value that must be sent as a user agent in the cXML file.
    Use Oauth
    Select this check box to enable OAuth-based authentication for the EAM integration.
    Include Xml Version
    Select this check box to include the XML version in the cXML file.
    Note: This tab is displayed, only of the supplier is registered and the Indirect Spend check box is selected on the Customer details page.
  13. Click Save.
    Note: You can use these options on this page when the vendor or supplier is onboarded:
    • Activate: Enables you to set the status of the supplier to Activate. This option is displayed only for the supplier with Deactivated status.
    • Company Info: Enables you to review the company details submitted by the supplier on the Company page that is displayed. See Reviewing Company Information.
    • Contacts: Enables you to review the contact details submitted by the supplier on the Contacts page that is displayed. See Reviewing contact details.
    • Banks: Enables you to review the supplier bank details on the Banks page that is displayed. See Reviewing bank details.
    • Sites: Enables you to review the site details of the supplier on the Sites page that is displayed. See Reviewing site details.
    • Categories: Enables you to review the product categories that are selected by the supplier on the Categories page that is displayed. See Reviewing the categories.
    • Certificates: Enables you to review the certificates that are uploaded by the supplier on the Certificates page that is displayed. See Reviewing the certificates.
    • Agreements: Enables you to review the agreements that are signed and uploaded by the supplier on the Agreements page that is displayed. See Reviewing the agreements.