Wiki source code of Create Supplier
Last modified by Admin User on 2023/06/30 10:26
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| author | version | line-number | content |
|---|---|---|---|
| 1 | == Create a Supplier == | ||
| 2 | |||
| 3 | ((( | ||
| 4 | |**Requirement**|**M***|**Navigation**|**Prerequisites** | ||
| 5 | |**1.** Obtain all supplier profile information|**Y**|Outside PECOS|Data Gathering Sheet (workbook) or Supplier Adoption Questionnaire. | ||
| 6 | |**2. **Check / Create Supplier User Definable Fields|N|Suppliers > Supplier User Field Definitions|\\ | ||
| 7 | |**3. **Enter Supplier Information|**Y**|((( | ||
| 8 | Suppliers > Profile | ||
| 9 | [[image:PECOS Admin.WebHome@UserInfoButton.png||height="21" width="127"]] | ||
| 10 | )))|Data gathering exercise complete (1) | ||
| 11 | |**4. **Select Payment and Delivery Terms|**Y**|((( | ||
| 12 | Suppliers > Profile | ||
| 13 | |||
| 14 | [[image:PECOS Admin.WebHome@TermsButton.png||height="23" width="60"]] | ||
| 15 | )))|((( | ||
| 16 | |||
| 17 | )))|Data gathering exercise complete (1) | ||
| 18 | |**5. **Create Remittance Address|**Y**|((( | ||
| 19 | Suppliers > Profile | ||
| 20 | |||
| 21 | [[image:PECOS Admin.WebHome@RemitAddressButton.png||height="23" width="127"]] | ||
| 22 | )))|((( | ||
| 23 | |||
| 24 | )))|Data gathering exercise complete (1) | ||
| 25 | |**6. **Create Order Address|**Y**|((( | ||
| 26 | Suppliers > Profile | ||
| 27 | |||
| 28 | [[image:PECOS Admin.WebHome@AddressButton.png||height="23" width="73"]] | ||
| 29 | )))|((( | ||
| 30 | |||
| 31 | )))|Data gathering exercise complete (1) | ||
| 32 | |**7. **Enter Document Transmission Information|**Y**|((( | ||
| 33 | Suppliers > Profile | ||
| 34 | |||
| 35 | [[image:PECOS Admin.WebHome@TransmissionInfoButton.png||height="23" width="127"]] | ||
| 36 | )))|((( | ||
| 37 | |||
| 38 | )))|Data gathering exercise complete (1) | ||
| 39 | |**8.** Enter optional Interface information|N|((( | ||
| 40 | Suppliers > Profile | ||
| 41 | |||
| 42 | [[image:PECOS Admin.WebHome@InterfacesButton.png||height="23" width="73"]] | ||
| 43 | )))|((( | ||
| 44 | |||
| 45 | )))|Data gathering exercise complete (1) | ||
| 46 | |**9. **Enter optional User Field data|N|((( | ||
| 47 | Suppliers > Profile | ||
| 48 | |||
| 49 | [[image:PECOS Admin.WebHome@UserFieldsButton.png||height="23" width="73"]] | ||
| 50 | )))|((( | ||
| 51 | |||
| 52 | )))|User field configuration complete (2) | ||
| 53 | |**10.** Enter optional PO Change/Cancellation and RMA Request contact details|N|((( | ||
| 54 | Suppliers > Profile | ||
| 55 | |||
| 56 | [[image:PECOS Admin.WebHome@ContactsButton.png||height="23" width="73"]] | ||
| 57 | )))|((( | ||
| 58 | |||
| 59 | )))|Data gathering exercise complete (1) | ||
| 60 | |**11.** Set optional Search Preferences at supplier or catalogue level|N|((( | ||
| 61 | Suppliers > Profile | ||
| 62 | |||
| 63 | [[image:PECOS Admin.WebHome@SearchPreferencesButton.png||height="21" width="146"]] | ||
| 64 | )))|Data gathering exercise complete (1) and Catalogues are loaded | ||
| 65 | |**12.** Set optional supplier level PEPPOL Identifiers|N|((( | ||
| 66 | Suppliers > Profile | ||
| 67 | |||
| 68 | [[image:PECOS Admin.WebHome@IdentifierButton.png||height="21" width="73"]] | ||
| 69 | )))|Data gathering exercise complete (1) and Catalogues are loaded | ||
| 70 | |**13. **Configure optional Punchout settings and Extrinsic fields|N|((( | ||
| 71 | Suppliers > Profile | ||
| 72 | |||
| 73 | [[image:PECOS Admin.WebHome@PunchOutButton.png||height="23" width="73"]] | ||
| 74 | )))|((( | ||
| 75 | |||
| 76 | )))|Supplier is defined as an ‘External Marketplace’ supplier type | ||
| 77 | |**14. **Enter optional** **Default Tax Treatment|N|((( | ||
| 78 | Suppliers > Profile | ||
| 79 | |||
| 80 | [[image:PECOS Admin.WebHome@TaxationButton.png||height="23" width="73"]] | ||
| 81 | )))|((( | ||
| 82 | Tax Types and Treatments Created | ||
| 83 | |||
| 84 | Data gathering exercise complete (1) | ||
| 85 | ))) | ||
| 86 | |**15. **Choose an Organisational profile if not to be assigned to your default org level.** **|N|((( | ||
| 87 | Suppliers > Profile | ||
| 88 | |||
| 89 | [[image:PECOS Admin.WebHome@OrganisationButton.png||height="23" width="120"]] | ||
| 90 | )))|((( | ||
| 91 | |||
| 92 | )))|Organisation level created. | ||
| 93 | |**16.** Insert and Add|**Y**|[[image:PECOS Admin.WebHome@InsertButton.png||height="23" width="73"]]|-|Mandatory information is entered | ||
| 94 | |**16 a). **Create a Catalogue Key|N|Catalogue > Catalogues|Supplier created and saved (14) | ||
| 95 | |**16 b).** Add Catalogue Key to a Catalogue Collection.|N|Catalogue > Catalogues|Catalogue Collections created | ||
| 96 | |||
| 97 | ***M** = Mandatory for this primary task. Y= Yes, N= No | ||
| 98 | ))) |