On this page you can enter additional information for the supplier, the navigation bar on the left side of the page helps you enter more details.
To enter organization information to record company, structural and financial details click on Organization under quick update.
The next thing is defining supplier sites, for which you need to define address for your supplier into order to tie them with sites. Click on Address book.
On the address page click on Create. Enter the mandatory fields country, address line 1, Address name. If you select update to all new sites created for this address then the communication details will be defaulted to all sites created using this address.
Click continue. Select the organization to which you have access and click Apply and select your operating unit. This can also be achieved when you click manage sites from Address book page.
Define contacts for supplier sites by clicking contact. Once you are at the contact directory page you can click on create to add contact details. You can also create a user account for this contact and grant him the appropriate restrictions. Once you are done please click on Apply. When you are creating a user Email is mandatory field.
Define tax information for income and transaction. Click on Tax details. Here you can enter tax info for supplier, withholding tax at site level if it is allowed for this supplier and also allowed for the org to which the site is allocated. Allow withholding option is only enabled when the withholding option is enables both at the supplier level and payable options at operating unit.
The business classification page is used to enter supplier’s ownership information. After you have entered the data and save it the status changes to pending. Once the administrator reviews and classifies, the status changes to approved.
Later this session I will upload some screen shots of supplier creation.
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