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Oracle® Supplier Management Implementation and Administration Guide Release 12.

Oracle® Supplier Management Implementation and Administration Guide Release 12.2 Part No. E48850-05 August 2016 Oracle Supplier Management Implementation and Administration Guide, Release 12.2 Part No. E48850-05 Copyright © 2010, 2016, Oracle and/or its affiliates. All rights reserved. Primary Author: Pratima Mahtani This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. 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For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trsif you are hearing impaired. iii Contents Send Us Your Comments Preface 1 Introduction to Supplier Management Oracle Supplier Management Feature Sets.............................................................................. 1-1 Supplier Lifecycle Management...........................................................................................1-1 Supplier Hub....................................................................................................................... 1-2 Oracle Supplier Management Licenses.................................................................................... 1-2 Supplier Lifecycle Management License..............................................................................1-3 Supplier Hub License...........................................................................................................1-3 Supplier Hub Add-On for Oracle E-Business Suite License.................................................1-3 Supplier Hub Data Steward License.................................................................................... 1-3 Guidelines for Purchasing Required Licenses......................................................................... 1-3 2 Implementing Supplier Management Overview of Implementing Supplier Management................................................................. 2-1 Implementation Prerequisites...................................................................................................2-1 Responsibilities.................................................................................................................... 2-2 Setup Steps................................................................................................................................ 2-5 General Setups........................................................................................................................ 2-11 Step 1: Assigning Responsibilities to Internal Users.......................................................... 2-11 Step 2: Applying Securing Attributes to Custom External Responsibilities.......................2-12 Step 3: Enabling Function Security.................................................................................... 2-12 Step 4: Enabling Profile Options........................................................................................ 2-13 Step 5: Auto-generate Supplier Number............................................................................ 2-22 iv Step 6: Setting up Supplier - Purchasing Financials Options............................................. 2-23 Step 7: External Responsibilities for Suppliers................................................................... 2-23 3 Implementing Supplier User Management Overview of Supplier User Management................................................................................. 3-1 User Accounts for Registered Suppliers.............................................................................. 3-1 Supplier User Registration Flow.......................................................................................... 3-2 Supplier User Profiles.......................................................................................................... 3-3 Implementing Supplier User Management..............................................................................3-4 Step 1: Flagging External Responsibilities............................................................................3-4 Step 2: Setting Default Application Responsibilities............................................................ 3-4 Step 3: Setting up Web Server URLs.................................................................................... 3-4 Step 4: Creating Customized Responsibilities for Supplier Management Users..................3-4 4 Implementing Supplier Profile Management Overview of Supplier Profiles and Management Groups....................................................... 4-1 Supplier Management Groups.............................................................................................4-1 Supplier Profiles...................................................................................................................4-2 Extended Supplier Profile.................................................................................................... 4-3 Supplier Profile Creation Flow................................................................................................. 4-4 Implementing Supplier Management Groups......................................................................... 4-8 Setting up Supplier Profile....................................................................................................... 4-8 Step 1: Setting up User Defined Attributes.......................................................................... 4-9 Step 2: Setting up Supplier Type........................................................................................ 4-22 Step 3: Setting up Business Diversity Classifications......................................................... 4-23 Step 4: Setting up Banking Details..................................................................................... 4-23 Step 5: Setting up Products and Services Categories..........................................................4-23 Step 6: Assigning Responsibilities to Supplier Users ........................................................ 4-23 Step 7: Setting up Profile Access........................................................................................ 4-24 Step 8: Setting up Advanced Search Criteria and Display Format.....................................4-32 Step 9: Setting up Supplier Data Enrichment..................................................................... 4-35 Step 10: Setting up Terms and Controls............................................................................. 4-36 Step 11: Setting up Transaction Views............................................................................... 4-36 Step 12: Setting up Tasks and Notes.................................................................................. 4-36 Step 13: Setting up Party Relationships..............................................................................4-37 Running the Business Classification Re-certification Notification Program........................4-37 5 Implementing Supplier Registration and Qualification Management Overview of Supplier Registration and Qualification Management...................................... 5-1 Self-Service Supplier Registration........................................................................................ 5-1 v New Supplier Request......................................................................................................... 5-2 Supplier Qualification Management (Optional).................................................................. 5-3 Preventing Duplicate Suppliers................................................................................................5-5 D&B Enrichment....................................................................................................................... 5-6 Implementing Supplier Registration and Qualification Management................................... 5-6 Step 1: Setting up Default Application Responsibilities.......................................................5-7 Step 2: Creating Striped Registration Page Links.................................................................5-7 Step 3: Setting up RFI Template for Qualification Management..........................................5-7 Step 4: Setting up Supplier Onboarding Configuration..................................................... 5-36 Step 5: Setting up Supplier Approval.................................................................................5-40 Step 6: Setting up Duplicate Prevention.............................................................................5-41 Step 7: Setting up Supplier Data Enrichment .................................................................... 5-41 6 Implementing Supplier Compliance and Profile Audit Overview of Supplier Compliance and Profile Audit............................................................. 6-1 Implementing Supplier Compliance and Profile Audit.......................................................... 6-4 Enabling Oracle Procurement Contract Deliverables...........................................................6-4 Audit Trail........................................................................................................................... 6-5 7 Implementing Supplier Performance Management Overview of Supplier Performance Management....................................................................7-1 Implementing Supplier Performance Management.................................................................7-4 8 Setting up Oracle Trading Community Architecture Overview of Oracle Trading Community Architecture and Supplier Management.............. 8-1 Oracle Trading Community Architecture Setups for Implementing Supplier Management .................................................................................................................................................... 8-2 9 Implementing Supplier Data Import and Source System Management Overview of Import and Source System Management............................................................ 9-1 Bulk Import Process.................................................................................................................. 9-2 Implementing Supplier Data Import and Source System Management................................. 9-3 Setting up Source Systems................................................................................................... 9-3 Setting up Batch Address Validation................................................................................... 9-4 Setting up Batch Duplicate Identification............................................................................ 9-4 Setting up Bulk Import........................................................................................................ 9-4 Setting up Spreadsheet Import............................................................................................ 9-5 Viewing Source System References..........................................................................................9-5 vi 10 Implementing Supplier Data Publication and Synchronization Overview of Supplier Data Publication and Synchronization.............................................. 10-1 Export Search Results to Excel........................................................................................... 10-2 Implementing Supplier Data Publication and Synchronization........................................... 10-2 Using Supplier Hub APIs.................................................................................................. 10-2 Setting up Business Events................................................................................................ 10-3 Setting up Supplier Profile Report..................................................................................... 10-5 11 Setting up Notification Subscriptions Overview of Notifications.......................................................................................................11-1 Oracle Alert..............................................................................................................................11-3 Set Up Inbox for Notifications................................................................................................ 11-4 A Implementing E-Business Suite for Oracle Supplier Management Implementing E-Business Suite for Oracle Supplier Management........................................ A-1 B Troubleshooting Guide Troubleshooting Guide............................................................................................................ B-1 C Sample Scripts for Integrating Third Party Applications Sample Scripts for Integrating Third Party Applications....................................................... C-1 Index vii Send Us Your Comments Oracle Supplier Management Implementation and Administration Guide, Release 12.2 Part No. E48850-05 Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document. Your feedback is important, and helps us to best meet your needs as a user of our products. For example: • Are the implementation steps correct and complete? • Did you understand the context of the procedures? • Did you find any errors in the information? • Does the structure of the information help you with your tasks? • Do you need different information or graphics? If so, where, and in what format? • Are the examples correct? 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