This chapter covers the following topics:
Oracle Supplier Data Hub is a supplier management solution that provides organizations the necessary system tools to manage the complete supplier management life cycle from identification, on-boarding, maintenance and assessment, to obsolescence. It enables organizations to use business services to centralize supplier information from heterogeneous systems, thereby creating a single, complete and accurate view of supplier information that can be leveraged across all functional departments and analytical systems.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Oracle Supplier Data Hub flows. Flow specific requirements are documented along with each flow in the subsequent sections.
None.
The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| MO: Security Profile | Vision Operations – Supplier Management | User: Operations |
| HZ: Generate Party Site Number | Yes | User: Operations |
| POS: SM: Default Role for Internal User | Supplier Profile Administrator | Site |
| POS: SM: Default Role for Supplier User | Supplier User | Site |
| POS: SM: Enable Buyer D&B Enrichment in Prospective Supplier Registration | Yes | Site |
| POS: SM: Enable Data Security for Supplier | Yes | Site |
| POS: SM: Enable Supplier Profile Management Extension | Yes | Site |
| POS: SM: Oracle Supplier Network Registration Message | POS_SM_OSN_REG_MESSAGE | Site |
| POS: SM: Prospect Supplier Proxy Login User | MFG | Site |
| POS: SM: Supplier Data Hub Configuration | Integrated E-Business Suite | Site |
| POS: SM: Supplier Search Result Update Link Redirection | Organization Update | Site |
| HZ: Match Rule for Organization Duplicate Prevention | DL SMART SEARCH | Site |
| HZ: D&B URL | https://toolkit.dnb.com/access/scripts | Site |
| HZ: D&B User Name | Oracle | Site |
| HZ: Display D&B Button in Customer Form | Yes | Site |
| Task Manager : Default task owner | Stock, Ms. Pat | User: Operations |
| HZ: Source System Mapping Access | Create and Update | Site |
Not applicable.
The following data must be set up:
Organization Data
Operating Unit: Vision Operations
User Setup Data
| User | Employee | Customer | Role |
|---|---|---|---|
| Operations | Stock, Ms. Pat | Supplier Administrator | |
| Cbrown | Brown, Ms. Casey | Evaluator | |
| MFG | Smith, Mr. Jonathan | Supplier Administrator | |
| Plmmgr | Williams, Steve | Supplier Administrator | |
| VO@OFFICEDEPOT.COM | Morris Page | Supplier User | |
| Supplier | Maxwell Olden | Supplier User | |
| Emurphy | Eddie Murphy | Supplier User |
Responsibility Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| Responsibility | Responsibility | Supplier Management Administrator Supplier Data Librarian Super User Sourcing Supplier User Sourcing Supplier Purchasing, Vision Operations (USA) iSupplier Portal Full Access |
Supplier Related Page Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| Payable System Setup | Supplier Numbering | Automatic |
Supplier Setup Data
| Supplier Name | Site | Operating Unit |
|---|---|---|
| Office Supplies Inc. | OFFICESUPPLIES | Vision Operations |
| Office Depot, Inc. | Vision Operations | |
| Electronics Supplier | Vision Operations | |
| Office Max | Vision Operations | |
| Grainger | Vision Operations |
User Defined Attributes (UDA) Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| Attribute Group | Business References Entity: Supplier Party |
Contact Name Contact Number |
| Attribute Group | Insurance Policy Detail Entity: Supplier Party |
Insurance Company Contact Name Contact Phone Policy Number Experience Modification Rate |
| Attribute Group | Insurance Coverage Information Entity: Supplier Party |
Worker Compensation (in USD) General Liability (in USD) Automobile Liability (in USD) |
| Attribute Group | Compliance Information Entity: Supplier Party |
Child Labor Laws Compliance Internal Audits Health and Safety Compliance Quality Process Certification Environmental Certification Business Specific Certifications Financial Controls and Compliance Overall Rating |
| Attribute Group | Performance Evaluation Entity: Supplier Party |
RFI_Number Technical Performance Score Technical Performance Management Performance Score Management Performance Responsiveness Performance Score Responsiveness Performance Overall Rating Evaluation Date Evaluator Price Performance Score Price Performance Delivery Performance Score Delivery Performance Quality Performance Score Quality Performance |
| Attribute Group | Quality Systems Entity: Party Site |
ISO 9001 ISO 14000 ASA 100 FAR 145 |
Requirement List Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| Requirement List | Insurance Information | 1. Section: Insurance Policy Detail Requirements: Type: Required (Respond to the following: ) Insurance Company Contact Name Contact Phone Policy Number Experience Modification Rate 2. Section: Insurance Coverage Information Requirements: Type: Required (Respond to the following: ) Worker Compensation (in USD) General Liability (in USD) Automobile Liability (in USD) 3. Section: Insurance Verification Requirements: Type: Internal (Respond to the following: ) Verified OK? Comments Verification Due Date? |
| Requirement List | Buyer Evaluation | Section: Buyer Evaluation Requirements: Type – Internal (Respond to the following: ) Supplier has necessary Insurance coverage? Have you verified Supplier's Quality Process Certifications? Does Supplier meet our Environmental & Safety standards? Does supplier possesses the valid business certifications? Are you satisfied with Financial Controls & Compliances? Supplier Party Site Verification Comments Insurance Verification Comments |
| Requirement List | Supplier Certifications and Compliance | 1. Section: Quality Process Certifications Requirements: Type – Required (Respond to the following: ) (A.1.1) Organization has the quality process certifications such as ISO9001:2000, QS9000, TS16949 etc. 2. Section: Environmental & Safety Certifications Requirement: (A.2.1) Organization has ISO 14001, OHSAS or equivalent environment certifications. 3. Section: Business Specific Certifications Requirement: (A.3.1) Organization does have business specific certifications like TL 9000 / CMM level 5 etc. (A.3.2) Regular process of conducting the internal / external / surveillance business audit is well in place. 4. Section: Financial Controls & Compliances Requirement: (A.4.1) Organization does have financial controls & compliances like SOX compliance etc (A.4.2) Regular process of conducting the internal / external / surveillance audit is well in place. |
| Requirement List | Supplier Qualitative Performance Evaluation | 1. Section: Supplier Responsiveness Requirement: Type – Internal (Respond to the following: ) How is the overall supplier responsiveness? 2. Section: Quality Performance Requirement: Type – Internal (Respond to the following: ) Overall, how do you rate this supplier on their quality performance? 3. Section: Schedule/Delivery Performance Requirement: Type – Internal (Respond to the following: ) Overall, how do you rate this supplier on schedule and delivery? (Respond to the following: ) 4. Section: Technical Performance Requirement: Overall, how do you rate the Technical capability of this supplier? 5. Section: Price – Cost Performance Requirement: Overall, how do you rate this supplier on their price and cost performance? 6. Section: Relationship Management Requirement: Overall, how do you rate the management quality of this supplier? 7. Section: Overall Supplier Performance Requirement: How do you rate the overall performance of this supplier? |
RFI Template Setup Data
| Page Name | Field Name | Field Value |
|---|---|---|
| RFI Template | Template Name | Supplier Registration Template |
| Negotiation Style | Supplier Registration and Pre-Qualification | |
| Collaboration Team | Brown, Ms. Casey (Access: Evaluation) | |
| Requirement List | Supplier Certifications and Compliance Insurance Information Buyer Evaluation |
|
| Evaluation Team | Brown, Ms. Casey | |
| Controls | (Select the following check boxes: Open immediately Restricted to invited Supplier Allow manual close before the close date Allow manual extend when the negotiation is open) |
Value Set Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| Value Set | Supplier Requirements Response - Set 1 | Unsatisfactory Fair Satisfactory Very Good Outstanding |
| Value Set | Certification Response Values | Yes, certifications available Certification under process No plans |
General and Industrial Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| General Classification | General Classification | Customer Category - County Government Customer Category - Other: Other |
| Industrial Classification | Industrial Classification | 1972 edition of U.S. Industrial Classifications Codes - 0100: Agricultural production - crops |
Category Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| Category | Category | COMPUTER.MONITOR |
Negotiation Style Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| Negotiation Style | Negotiation Style | Supplier Profile Audit Supplier Qualitative Performance Evaluation Supplier Registration and Pre-Qualification |
Supplier Administrator logs in with Supplier Management Administrator responsibility and creates, updates, deletes, and restores general and industrial classifications.
This section provides information on prerequisites, profile options, and data setups required to execute the Manage General and Industrial Classification flow.
Supplier_Admin_Party_Classification
None.
Not applicable.
Not applicable.
Not applicable.
The Supplier Administrator logs in with Supplier Data Librarian Super User responsibility and publishes supplier data and verifies publication history.
This section provides information on prerequisites, profile options, and data setups required to execute the Supplier Data Publication flow.
Supplier_Data_Librarian_Publish_Supplier_Data
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Supplier Administrator logs in with Supplier Data Librarian Super User responsibility and investigates the supplier data.
Supplier Administrator adds details to the profile information for a supplier by retrieving supplier information from various repositories.
This section provides information on prerequisites, profile options, and data setups required to execute the Supplier Data Enrichment flow.
Supplier_Data_Librarian_Data_Enrichment
None.
Not applicable.
Not applicable.
Not applicable.
Supplier Administrator logs in with Supplier Data Librarian Super User responsibility and creates new suppliers. Then the Supplier Administrator creates a hierarchy among those suppliers using relationship type called Corporate Hierarchy.
This section provides information on prerequisites, profile options, and data setups required to execute the Manage Supplier Hierarchy flow.
Supplier_Data_Librarian_Hierarchy_Mgmt
None.
Not applicable.
Not applicable.
Not applicable.
Supplier Administrator logs in with Supplier Management Administrator responsibility and creates an attribute group, add attributes to it, associates the attribute group at common level, and then creates an attribute page.
This section provides information on prerequisites, profile options, and data setups required to execute the Create User Defined Attributes flow.
Supplier_Admin_Create_UDA
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed:
Supplier Administrator logs in with Supplier Data Librarian Super User responsibility and performs smart search.
Supplier Administrator specifies the advanced search criteria and display format. Supplier Administrator performs an advanced search using the criteria. The results are displayed in the format defined before and the Supplier Administrator verifies supplier information.
This section provides information on prerequisites, profile options, and data setups required to execute the Smart and Advanced Search flow.
Supplier_Smart_Advance_Search
None.
Not applicable.
Not applicable.
Not applicable.
Supplier Administrator logs in with the Supplier Management Administrator responsibility and sends a notification to specific supplier contacts only.
This section provides information on prerequisites, profile options, and data setups required to execute the Send Supplier Notification flow.
Supplier_Admin_Notify_Supplier
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Supplier Administrator logs in with Supplier Management Administrator responsibility and configures supplier on boarding.
The prospective supplier accesses encryption URL and enters the company and contact details. The prospective supplier also provides response on the user defined attributes configured on the supplier on boarding page and submits the registration.
Supplier Administrator logs in with Supplier Management Administrator responsibility and reviews the prospective supplier registration and applies the RFI template.
The prospective supplier accesses registration details and responds to the RFI.
Evaluator logs in with Sourcing Super User responsibility, evaluates the prospective supplier RFI response, and provides feedback.
Supplier Administrator logs in with Supplier Management Administrator responsibility, closes the RFI, completes it, and approves the prospective supplier registration request.
This section provides information on prerequisites, profile options, and data setups required to execute the Supplier Registration and Qualification flow.
Supplier_Registration_Qualification
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Supplier Administrator logs in with the Supplier Management Administrator responsibility, creates an RFI template with Supplier Qualitative Performance Evaluation negotiation style, and then publishes the RFI.
Evaluator logs in with Sourcing Super User responsibility, evaluates the supplier, and provides feedback.
Supplier Administrator logs in with Supplier Management Administrator responsibility, closes the RFI and completes it.
This section provides information on prerequisites, profile options, and data setups required to execute the Supplier Performance Evaluation flow.
Supplier_Performance_Evaluation
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Supplier Administrator logs in with Supplier Management Administrator responsibility, creates an RFI template with Supplier Profile Audit negotiation style, and publishes the RFI.
Supplier logs in with Sourcing Supplier responsibility and responds to the RFI.
Supplier Administrator logs in with the Supplier Management Administrator responsibility, approves each RFI line item, closes the RFI, and completes it.
Supplier Administrator verifies supplier the Approved Supplier List item entry.
This section provides information on prerequisites, profile options, and data setups required to execute the Supplier Item Qualification flow.
Supplier_Item_Qualification
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Supplier Administrator logs in with Supplier Management Administrator responsibility, creates privileges, roles, associate privileges to user defined attributes, and attaches roles to Supplier User.
Supplier Administrator logs in with Supplier Management responsibility and verifies secured user defined attributes access on the supplier profile.
Supplier User logs in with iSupplier Portal Full Access responsibility and verifies the secured user defined attributes.
This section provides information on prerequisites, profile options, and data setups required to execute the Supplier Profile Access Control flow.
Supplier_Profile_Access_Control
None.
Not applicable.
Not applicable.
Not applicable.
Supplier Administrator logs in with Supplier Management Administrator responsibility, creates, updates, and deletes tasks as well as notes.
This section provides information on prerequisites, profile options, and data setups required to execute the Manage Tasks and Notes flow.
Supplier_Admin_Task_Notes_Mgmt
None.
Not applicable.
Not applicable.
Not applicable.