This chapter covers the following topics:
Implementing Oracle Supplier Management system setups depend on the features you are implementing. For example, you do not need to implement the Supplier Hub setups if you have not licensed Supplier Hub or Supplier Hub Add-On for Oracle E-Business Suite. Similarly, do not implement Supplier Lifecycle management setup steps if you are only looking for Supplier Hub features and have not purchased Supplier Lifecycle Management license. You will find a detailed feature list in the Setup Steps section.
If you are implementing Supplier Lifecycle Management in an existing Oracle E-Business Suite application installation where Oracle Sourcing and/or Oracle iSupplier Portal is already implemented, then certain setup steps mentioned would have been already implemented as part of those product implementations.
Similarly, if you are implementing Supplier Hub Add-On for Oracle E-Business Suite on an existing Oracle E-Business Suite application installation where Oracle Customer Data Hub is already implemented, then certain setup steps mentioned would have been already implemented as part of the product implementations.
Oracle Supplier Management leverages the setup and reference data managed in other E-Business Suite applications, especially iSupplier Portal, Sourcing, Procurement Contracts, Trading Community Architecture, Payables, and Purchasing. Therefore the implementation of Oracle Supplier Management requires implementing some portions of the above-mentioned E-Business Suite applications with respect to setup and managing Supplier entity. The Prerequisite step listed in the Implementation Steps table requires you to check the information in Appendix A, Implementing E-Business Suite for Oracle Supplier Management. If you have not implemented the required portions of the Oracle E-business Suite, then use the information in this appendix, along with the indicated product documentation, to perform the required implementation steps.
The following predefined responsibilities are available with Oracle Supplier Management:
| Responsibility Name | Description | Internal or External | Supplier Lifecycle Management | Supplier Hub | Supplier Hub Add-On for Oracle E-Business Suite | Supplier Hub Data Steward |
|---|---|---|---|---|---|---|
| Supplier Management Administrator | Allows buyer administrator to configure supplier registration, supplier profile, and supplier qualification and evaluation. | Internal | Yes | No | No | No |
| Supplier Management User | Allows buyer users to register suppliers, maintain supplier profiles, and perform supplier qualification and evaluation. | Internal | Yes | No | No | No |
| Supplier Profile and User Manager | Gives supplier users access to view and edit their company profile details. Allows supplier users to manage user accounts belonging to their company. | External | Yes | No | No | No |
| Supplier Profile, User and Task Manager | Gives supplier users access to view and edit their company profile details. Allows supplier users to manage user accounts belonging to their company and update tasks. | External | Yes | No | No | No |
| Supplier Profile Manager | Gives supplier users access to view and edit their company profile details. | External | Yes | No | No | No |
| Sourcing Supplier | Allows supplier users to view and respond to qualification and profile audit questionnaire (RFI) sent by Buyers, manage supplier deliverables and personal information | External | Yes | No | No | No |
| Supplier Data Librarian Super User | Allows buyer to perform setups for data consolidation and data quality management. | Internal | No | No | No | Yes |
| Supplier Data Librarian | Allows buyer to perform data consolidation and data quality management. | Internal | No | Yes | Yes | No |
The Administrator is responsible for setting up and maintaining the Oracle Supplier Management system. This includes many tasks such as initial system setup and customization, as well as creating extended supplier profile attributes, advanced search criteria templates and display formats applicable for all internal users, tools such as reusable requirement lists, reusable attribute lists, reusable invitation lists, qualification and evaluation templates. You can later update many values set at implementation time if necessary.
The Implementation Steps table identifies the steps necessary to implement Oracle Supplier Management. Various steps have been categorized based on the feature that they enable. Additional columns for Supplier Hub and Supplier Lifecycle Management specify if the step or category is required or optional for implementing those products respectively. The remainder of this chapter provides an expanded discussion of each implementation step.
| S. No. | Step | Supplier Lifecycle Management | Supplier Hub |
|---|---|---|---|
| Prerequisites | Required | Required | |
| General Setups | |||
| 1 | Assign responsibilities to internal users | Required | Required |
| 2 | Apply securing attributes to custom external responsibilities | Required (if custom responsibilities are defined) | Not applicable |
| 3 | Enable function security | Optional | Optional |
| 4 | Enable profile options | Required | Required |
| 5 | Auto-generate supplier number | Optional | Optional |
| 6 | Set up supplier - purchasing financials options | Optional | Optional |
| Implementing Supplier User Management | |||
| 1 | Flag external responsibilities | Required | Not applicable |
| 2 | Set default application responsibilities | Required | Not applicable |
| 3 | Set up web server URLs | Required | Not applicable |
| 4 | Create customized responsibilities for supplier management users | Optional | Not applicable |
| Implementing Supplier Profile Management | |||
| 1 | Implementing supplier management groups | Required | Required |
| Setting up Supplier Profile | |||
| 1 | Set up user defined attributes | Required | Required |
| 2 | Set up supplier type | Optional | Optional |
| 3 | Set up business diversity classifications | Required | Required |
| 4 | Set up products and services categories | Required | Required |
| 5 | Assign responsibilities to supplier users | Required | Not applicable |
| 6 | Set up profile access | Optional | Optional |
| 7 | Set up advanced search criteria and display format | Optional | Optional |
| 8 | Set up D&B enrichment | Not applicable | Optional |
| 9 | Set up terms and controls | Optional | Optional |
| 10 | Set up transactions view | Not applicable | Optional |
| 11 | Set up tasks and notes | Not applicable | Optional |
| 12 | Set up party relationships | Not applicable | Optional |
| Implementing Supplier Registration and Qualification Management | |||
| 1 | Set the default application responsibilities | Optional | Not applicable |
| 2 | Create striped registration page links | Optional | Not applicable |
| 3 | Set up RFI template for qualification management | Optional | Not applicable |
| 4 | Set up supplier registration on-boarding configuration | Optional | Not applicable |
| 5 | Set up supplier approval | Optional | Not applicable |
| 6 | Set up duplicate prevention | Not applicable | Optional |
| 7 | Set up supplier data enrichment | Not applicable | Optional |
| Implementing Supplier Compliance and Profile Audit | Optional | Not applicable | |
| Implementing Supplier Performance Management | Optional | Not applicable | |
| Setting up Oracle Trading Community Architecture | |||
| 1 | Setting up third party data integration | Not applicable | Optional |
| 2 | Setting up party merge | Not applicable | Optional |
| 3 | Setting up business events | Not applicable | Optional |
| 4 | Set up workflow directory synchronization | Not applicable | Optional |
| 5 | Set up real-time address validation | Not applicable | Optional |
| 6 | Set up relationship manager | Not applicable | Optional |
| 7 | Relationships | Not applicable | Optional |
| 8 | Classifications | Not applicable | Optional |
| 9 | Data Quality Management | Not applicable | Optional |
| 10 | Party Data Sharing Security | Not applicable | Optional |
| 11 | Adapters | Not applicable | Optional |
| 12 | Phones | Not applicable | Optional |
| 13 | Certification | Not applicable | Optional |
| 14 | Geography Hierarchy | Not applicable | Optional |
| Implementing Supplier Data Import and Source System Management | |||
| 1 | Set up source systems | Not applicable | Optional |
| 2 | Set up batch address validation | Not applicable | Optional |
| 3 | Set up batch duplicate identification | Not applicable | Optional |
| 4 | Set up bulk import | Not applicable | Optional |
| 5 | Set up spreadsheet import | Not applicable | Optional |
| Implementing Supplier Data Publication and Synchronization | |||
| 1 | APIs | Not applicable | Optional |
| 2 | Business events | Not applicable | Optional |
| 3 | Set up supplier profile report | Not applicable | Optional |
| Setting up Notification Subscriptions | Optional | Not applicable |
Complete the following general setups:
Step 1: Assigning Responsibilities to Internal Users
Step 2: Applying Securing Attributes to Custom External Responsibilities
Step 3: Enabling Function Security
Step 4: Enabling Profile Options
Step 5: Auto-generate Supplier Number
Step 6: Setting up Supplier - Purchasing Financials Options
Step 7: External Responsibilities for Suppliers
To assign responsibilities to internal users of Oracle Supplier Management, you must assign one of the following four Supplier Management responsibilities to users:
Supplier Management Administrator
Supplier Management User
Supplier Data Librarian
Supplier Data Librarian Super User
To assign one or more responsibilities to users:
From the Oracle System Administrator menu, select Security > User > Define.
Enter the name of the user to whom you wish to grant the responsibility.
In the Direct Responsibilities section, enter appropriate responsibility in the Responsibility text box.
Click Save.
If you have created custom responsibilities that will be assigned to supplier users, then you must include the securing attributes in your custom responsibility definition. For details of this section, refer to the 'Apply Securing Attributes to Custom Responsibilities' section in Oracle iSupplier Portal Implementation Guide.
Oracle Supplier Management restricts access using function security. The application is delivered with several predefined responsibilities as mentioned in the section “Assign Responsibilities to Internal Users” section above. By default, these predefined responsibilities have access to all functions and standard pages that are appropriate for the responsibility (see Responsibilities in Implementation Prerequisites topic in Oracle Supplier Management Implementation and Administration Guide for descriptions of these predefined responsibilities). However, when appropriate, you can use function security exclusions to restrict users of the responsibility from certain menus (tabs) or functions (sub-tabs).
There are two types of function security exclusions:
Menu Exclusions: Used to prevent access to the main tabs (therefore the appropriate sub-tabs). If you need to restrict access to an entire tab, you can use menu exclusion.
Function Exclusions: Used to prevent access to specific sub-tabs and other functionality. If you need to restrict access to a particular function (sub-tab), but allow access to the other functions of the parent tab, then you can use function exclusion.
You can also create custom responsibilities by including applicable menus and functions. For details on Supplier Management menus, use the Functional Administrator responsibility and click on Core Services tab and go to the Menus sub tab. Search for the menus related to Supplier Management responsibilities. View the menus and functions hierarchy to select menus and job functions to assign to your custom responsibility. See Oracle E-Business Suite system administration guides for instructions on defining a new responsibility.
Supplier Management Administrator and Supplier Data Librarian Super User responsibilities have the Administration tab, which allow the user to perform administrative tasks that are not available from Supplier Management User and Supplier Data Librarian responsibilities. For example, Supplier Management Administrator can create attribute groups from the Administration tab, which is not visible to Supplier Management User. Similarly, Supplier Data Librarian Super User can create attribute groups, create classifications, party relationships, and define source systems from the Administration tab, which is not visible to Supplier Data Librarian.
The profile categories indicate the applicable functional areas. The following table displays the profile categories and the profile options that belong to each.
| Profile Category | Profile Name | Applicable Supplier Management solution component | Description |
|---|---|---|---|
| Deployment | POS:SM: Enable Supplier Profile Management Extension | Supplier Lifecycle Management | Set this profile option to “Yes” for Implementing Supplier Lifecycle Management. |
| POS:SM: Supplier Data Hub Configuration | Supplier Hub | Set this profile option to “Standalone” if you are implementing Supplier Hub as a Standalone MDM instance. Set this profile option to “Integrated EBS” if you are implementing Supplier Hub Add-On for Oracle E-Business Suite on an existing E-Business Suite application installation (R12.1.1 and above). | |
| POS: SM: Prospect Supplier Proxy Login User | Supplier Lifecycle Management | Required for prospective supplier guest user to create RFI response in Supplier Lifecycle Management. | |
| Supplier Profile | iSP Default Responsibility For External User | Supplier Lifecycle Management | iSP Default Responsibility For External User specifies the responsibility that the application assigns to any external user whose registration is initiated from iSP. |
| PON:External Application Framework Agent | Supplier Lifecycle Management | Use this profile option to specify a URL (typically outside your firewall) that the application uses for the links in notifications sent to suppliers. | |
| POS: Default Responsibility for Newly Registered Supplier Users | Supplier Lifecycle Management | Responsibility that will be assigned to new users that are created when a supplier company registers using the Prospective Vendor Registration feature. | |
| POS: External URL | Supplier Lifecycle Management | The POS: External URL is used to construct the link to supplier registration page as well as the external abstract page. | |
| Sourcing Default Responsibility for External User | Supplier Lifecycle Management | Sourcing Default Responsibility for External User specifies the responsibility that the application assigns to any external user whose registration is initiated from Oracle Sourcing. | |
| Self-Service Accessibility Features | Supplier Lifecycle Management | Set the Self-Service Accessibility Features to None to enable rich-text capabilities when defining Requirements. | |
| Access Control | POS: SM: Default Role for Supplier User | Supplier Lifecycle Management | Set up a user role for this profile option that will be used as default role for assigning to supplier user contacts on approval. |
| POS: SM: Default Role for Internal User | Supplier Lifecycle Management/ Supplier Hub | When POS: SM: Enable Data Security for Supplier is set to Yes, setup a default role for internal buyer users in order to enable some basic view privileges. | |
| POS: SM: Enable Data Security for Supplier | Supplier Lifecycle Management | Set this profile option to “Yes” to enable Profile Access Control. By default it is set to No. | |
| HZ: Data Sharing and Security Rules for Data Librarians | Supplier Hub | See Profile Options and Profile Option Categories Overview in Oracle Customer Data Librarian Implementation Guide. | |
| Registration | POS: Use AME for Supplier Approval | Supplier Lifecycle Management | Supplier Lifecycle Management leverages the Approval Management Engine to allow companies to generate customized approval flows for processing new supplier requests and registrations. If the value is set to “YES”, the system will use the rules setup in AME for approval. |
| POS: Supplier Registration UDA Page Display Layout | Supplier Lifecycle Management | Choose whether you wish to see a flow layout or a tabbed layout for the UDA pages. | |
| POS: SM: Enable Buyer D&B Enrichment in Prospective Supplier Registration | Supplier Lifecycle Management | A buyer may choose to enrich prospective supplier's information from D&B during the supplier registration process. This profile option must be turned on in order to see the “Enrich” button on the registration page. Also, D&B setup must be completed for D&B third party integration to work. This set up has been explained in a later section. This profile option will be effective when POS:SM: Supplier Data Hub Configuration profile option has value either “Standalone” or “Integrated EBS”. | |
| HZ: Match Rule for Organization Duplicate Prevention | Supplier Lifecycle Management | Set up a data quality management match rule for this profile option that system can use to identify potential matching/duplicate party organizations in the system during supplier registration/creation to alert the buyer administrators. | |
| POS: SM: Oracle Supplier Network Registration Message | Supplier Lifecycle Management | Set this profile option to change the default message inviting suppliers to Oracle Supplier Network on registration approval. Create a FND message and set it to this profile option. | |
| Task - Defaults | Task Manager: Owner Type for Task | Supplier Lifecycle Management | Use the Owner Type for Task profile option to set the default owner type for the task. Possible values include employee resource and party. See: Task Manager Profile Options in the Oracle Common Application Calendar Implementation Guide |
| Task Manager: Default Task Owner | Supplier Lifecycle Management | Use the Default Task Owner profile option to set the default task owner. See: Task Manager Profile Options in the Oracle Common Application Calendar Implementation Guide | |
| Search | HZ: Match Rule for Identifying Duplicates with Smart Search | Supplier Hub | See Profile Options and Profile Option Categories Overview in Oracle Customer Data Librarian Implementation Guide. |
| Data Librarian Import |
|
Supplier Hub | See Profile Options and Profile Option Categories Overview in Oracle Customer Data Librarian Implementation Guide. |
| Data Librarian Mapping Setup |
|
Supplier Hub | See Profile Options and Profile Option Categories Overview in Oracle Customer Data Librarian Implementation Guide. |
| Data Librarian Deployment |
|
Supplier Hub | See Profile Options and Profile Option Categories Overview in Oracle Customer Data Librarian Implementation Guide. |
| Personalization | POS: SM: Disable Sourcing RFQ and Auction Links in Negotiations Home Page | Supplier Lifecycle Management | Set this profile option to disable sourcing RFI and auction links in the negotiations home page. |
| POS: SM: Disable To Do List Region in Supplier Search Home Page | Supplier Lifecycle Management | Set this profile option to disable the To Do list region in the supplier search home page. | |
| POS:SM: Supplier search result update link redirection | Supplier Lifecycle Management/ Supplier Hub | Controls whether the update link in the supplier search result table goes to the Quick Update page or Organization page. Values are: - Control Attributes Quick Update - Organization Update (Default). |
|
| Data Hub | All applicable TCA profiles | Supplier Hub | See Appendix B Oracle Trading Community Architecture Profile Options and Categories in Oracle Trading Community Architecture Administration Guide. |
| Data Publication and Synchronization | POS:SM: Supplier Report Template | Supplier Hub | Controls the format of the supplier profile report. The default value is POSGENRPT. If you have created your template, then ensure to set the custom template name as the value for this profile option. |
| POS:SM: Supplier Report Output Type | Supplier Hub | Controls the output of the supplier profile reports. The default value is PDF. If you want a different output, then set an applicable value. The allowed values are PDF, RTF, HTML, or EXCEL. |
You have the option to enter your supplier numbers – unique supplier identification number - manually or enable Oracle Supplier Management to automatically generate sequential supplier numbers. You can change the number entry method at any time.
To set up the method of entering supplier numbers, see Payables System Setup in Oracle Payables Implementation Guide.
If you have Oracle Purchasing, then Supplier Management uses the options you define in the Purchasing Financial Options region, except for Inventory Organization, as default values for the Purchasing region of the Suppliers profile. The supplier values default to new supplier sites for the supplier, which default to new purchasing documents for the supplier site. For configuring the Purchasing Financial Options, see Supplier – Purchasing Financials Options in Oracle Payables Implementation Guide.
There is a separation of the display of Oracle Supplier Lifecycle documents (Assessments) from Oracle Sourcing documents (Negotiations). All Assessments are displayed in the tab called Assessments. This tab has been seeded in the following pre-defined POS external responsibilities, however, it is hidden by default. As per your business requirement, you can enable/display this tab by removing the Assessment Tab for Supplier menu exclusion from the relevant responsibility.
Sourcing Supplier
Plan, Source, Pay Supplier View
iSupplier Portal Full Access
Source to Pay Supplier View
If you have any custom responsibilities and require to use the Assessments tab, you can add the Assessment Tab for the Supplier menu to the home page menu of the custom responsibility. This contains Your Active Draft Responses, Open Invitations.