Defining Online Registration Options

Prepare to implement online registration by setting up or defining the following registration infrastructure:

  • Define master profile questions.

  • Establish the terms and conditions.

Page Name

Definition Name

Usage

Profile Questions Page

SUP_PROFILE_QST

Create a master list of profile questions to gather supplemental supplier data.

Profile Question List Items Page

SUP_PROFQS_LST_SEC

Set up the values from which the user selects a response from the provided choices.

Profile Questions Attachments Page

SUP_PROFQS_ATH_SEC

Provide user access to view or add attachments.

Define Terms & Conditions Page

AUC_TERMS_PG

Add official legal verbiage for registration terms and conditions.

PeopleSoft Supplier Onboarding provides a Profile Questions component for users to define a master set of the profile questions used to collect additional supplier attributes. The system supports one master set of profile questions that can flow easily from the onboarding process to the supplier master record for all suppliers.

When defining a registration template, you can configure a subset of the questions from the master set for use during the online registration process. You can remove profile questions from the registration templates at any time; however, you cannot delete profile questions from the master set if they are currently referenced by any registration templates, registration requests, or supplier master records. There are no restrictions on adding new system profile questions, and the system can accommodate up to 9,999 questions.

The Profile Questions component provides the framework for supporting additional supplier attributes both during and after the Supplier Onboarding process, including supplier maintenance. For example, when adding a new supplier record, internal users can answer the profile questions selected in registration template. When updating a supplier record, internal users can include any new questions in the master set that were not answered during the original supplier registration. You can track suppliers with missing or existing responses to required profile questions using the Profile Questions Report Page.

Use the Profile Questions page (EP_SUP_PROFILE_QST) to set up a master list of profile questions from which you can choose when creating templates for online registration of new suppliers or new bidders.

Navigation:

Set Up Financials/Supply Chain > Product Related > Procurement Options > Suppliers > Create Profile Questions > Profile Questions

This example illustrates the fields and controls on the Profile Questions page. You can find definitions for the fields and controls later on this page.

 Profile Questions page

Field or Control

Description

Question ID

Enter an intuitive ID for each profile question.

Display Order

Define the display order of the profile questions.

Applicable for

Select Both, Business, or Individual.

Determines whether a profile question is applicable to an individual entity, a Business Entity, or both individual and business entities during the registration process.

Question Type

Select from the following question types for each question ID:

  • Attachment – Indicate a request for supporting documentation. You can set up security options using the Attachment User Access icon.

  • Date – Use for questions answered using a date format.

  • List – Use for questions that require only one selection from a list.

  • Monetary – Use for questions answered using a currency format.

  • Multi-select list –Use for questions that can have multiple selections from a list.

  • Numeric – Use for questions answered with a number.

  • Text – Use for requests for information that users answer in free-form text. Spell check functionality is provided until the registration request has been submitted.

  • Yes/No – Use for questions answered by selecting yes or no from a drop-down list.

Question

Enter the profile question or request for information, depending on the question type. Click the spell check icon to help identify any misspellings.

Include in Search

Select to include a profile question on the Bidder Search page. For more information, see Bidder Search Page

Required for Supplier Request

Select this check box to designate the profile question as required or deselect to indicate optional entry during the registration process. That is, when you select this option for a profile question that is subsequently included in the registration template, registrants must provide an answer.

List Item icon (List Item icon)

Click this icon, which appears only when you set up a List question type, to access the Profile Question List Items page, where you set up the values from which the user selects a response.

Attachment User Access icon (Attachment User Access icon)

Click this icon, which appears only when you set up an Attachment question type, to access the Profile Questions Attachments page, where you can set up security options for the attachment.

Note: You can track suppliers with missing or existing responses to required profile questions using the Profile Questions Report Page.

Use the Profile Question List Items page (SUP_PROFQS_LST_SEC) to set up the values from which the user selects a response from the provided choices.

Navigation:

Set Up Financials/Supply Chain > Product Related > Procurement Options > Suppliers > Create Profile Questions > Profile Questions

Click the List Item icon associated with a Question ID on the Profile Questions page.

This example illustrates the fields and controls on the Profile Question List Items page.

Profile Question List Items page

Enter values for each list item line.

Use the Profile Questions Attachments page (SUP_PROFQS_ATH_SEC) to provide user access to view or add attachments.

Navigation:

Set Up Financials/Supply Chain > Product Related > Procurement Options > Suppliers > Create Profile Questions > Profile Questions

Click the Attachment User Access icon associated with a Question ID on the Profile Questions page.

This example illustrates the fields and controls on the Profile Questions Attachments page. You can find definitions for the fields and controls later on this page.

 Profile Questions Attachments page

Field or Control

Description

All Users Can Access

Select this check box to grant access to all users. If you would like to restrict access to profile question attachments by permission lists, roles, or user IDs, deselect this check box and add permission attributes in the Filter Security grid.

Permission Type and User/Role/Permission List

Indicates the type of security for profile question attachments.

Upload, View, and Delete

Select the type of controlled access available for the permission type.

Note: A user’s controlled access rights to the attachment are the sum of all the access rights of the matching user/permissions/roles for which the user is eligible.

The terms and conditions that appear during supplier registration default from the terms and conditions defined for the supplier SetID, unless overridden by the registration template. That is, the terms and conditions of the supplier SetID with an Active status and current effective date will be displayed. Registrants must accept the terms fully before they can submit their new account request.

Use the Define Terms & Conditions page (AUC_TERMS_PG) to add official legal verbiage for registration terms and conditions to appear on online registration pages using this template.

Navigation:

Set Up Financials/Supply Chain > Product Related > Procurement Options > Suppliers > Procurement Terms & Conditions > Define Terms & Conditions

This example illustrates the fields and controls on the Define Terms & Conditions page. You can find definitions for the fields and controls later on this page.

 &Define Terms & Conditions page

Field or Control

Description

Section ID and Description

Add sections as needed, and enter a description that will appear online as a subheading in the published Terms and Conditions, on the registration request submission page.

Effective Date

Enter an effective date for each section.

Status

Choose Active or Inactive.

Message Text

Enter the specific terms and conditions that pertain to this supplier SetID.