Defining Service Supplier Setup

To create suppliers, use the Supplier (VNDR_ID) component. Use the EM_VENDOR_CI component interface to load data into the tables for this component.

To view suppliers by service, use the Supplier By Service (SPB_SPLR_PROJROLE) component. To set up supplier sourcing, use the Supplier Sourcing (SPB_SUP_SRC_SETUP) component. To define services by supplier, use the Services by Supplier (SPB_PROJROLEBYSUPL) component.

To set up suppliers by service types, use the Suppliers by Service Types (SPB_SUPLBYROLETYPE) component. To define regions by supplier, use the Regions by Supplier (SPB_SPLR_REGION) component.

To define regions and service types by suppliers, use the Regions/Service Types by Supplier (SPB_SPLR_REGSER) component. To define suppliers by region, use the Suppliers by Region (SPB_REGION_SPLR) component. To set up suppliers by region and service type, use the Suppliers by Region/Service Type (SPB_REGSER_SPLR) component. To set up suppliers by region and service, use the Suppliers by Region/Service (SPB_REGROLE_SPLR) component. To set up services supplier information, use the Services Details (VENDOR_SPRO) component.

This topic discusses how to define service supplier set up.

Page Name

Definition Name

Usage

Tree Definitions and Properties

PSTREEDEFN

Build the region tree hierarchy.

Building the Region Hierarchy

Region Codes Page

REGION_CD

Define procurement region codes.

Identifying Information Page

VNDR_ID1_SUM

Maintain supplier information.

Services Supplier Info Page

VENDOR_SPRO_PG

Maintain suppliers as service suppliers.

Supplier Network Setup Page

SPB_SUP_NETWORK

Maintain a network of service suppliers for each business unit.

Supplier Sourcing Setup Page

SPB_SPLR_REGION_PG

Maintain sourcing rules for suppliers by associating them with regions, service types and services.

Supplier Sourcing Setup - Service Type Page

SPB_ROLETYPEBYSUPL

Associate resource suppliers with service types.

Supplier Sourcing Setup Page

Supplier Sourcing Setup - Service Type by Region Page

SPB_SPLR_REGSER_P

Associate active resource suppliers with regions and service types, and associate regions and service types with a resource supplier.

Supplier Sourcing Setup Page

Supplier Sourcing Setup - Service Page

SPB_PROJROLEBYSUPL

Associate services with deliverables suppliers.

Supplier Sourcing Setup Page

Supplier Sourcing Setup - Service by Region Page

SPB_SPLR_REGROL

Associate deliverables suppliers with regions and services.

Supplier Sourcing Setup Page

Suppliers by Region Page

SPB_REGION_SPLR_PG

Displays suppliers by region.

Suppliers by Service Type (for resource services)

SPB_SUPLBYROLETYPE

Displays resource suppliers by service types.

Suppliers by Region/Service Type (for resource services)

SPB_REGSER_SPLR_PG

Displays suppliers by regions and service types.

Suppliers by Service (for deliverable services)

SPB_SPLR_PROJROLE

Displays suppliers by service.

Suppliers by Region/Service (for deliverable services)

SPB_REGROLE_SPLR

Displays suppliers by region and service.

Use the region hierarchy tree structure to build the Supplier by Region and Rate Sheets by Region components graphically. This visual structure associates suppliers with procurement regions and enables you to determine the best suppliers for a given region. Expand the region nodes to view specific ship to locations (leafs) within the region.

The region tree is only used within Services Procurement if the Use Region Tree Structure check box is selected on the Services Procurement Installation Options page. If the check box is deselected, there is no parent child relationship defined between the different regions, only locations are assigned to the regions.

With the region hierarchy, you can also:

  • Determine the best supplier to fill a requisition requirement.

  • Create requisitions for specific regions (ship to locations) and source them to qualified suppliers in those regions.

  • Source requisitions to suppliers that match region and rate sheet requirements.

To build the region hierarchy:

  1. Access the Region Codes page and set up PeopleSoft Services Procurement region codes.

  2. Access the Tree Manager page and set up the tree definition and properties.

    Select REGION_TREE as the structure ID, enter a description and SetID, and select Level Not Used for the Use of Levels field.

  3. Add a root node by selecting one of the available values.

Use the Identifying Information page (VNDR_ID1_SUM) to maintain supplier information.

Navigation:

  • Services Procurement > Define Services Procurement > Services Supplier Setup > Supplier Information

  • eProcurement > Buyer Center > Suppliers > Maintain Suppliers > Supplier Information

Note: Administrators can create, approve, and deactivate suppliers. To enable administrator access, select all options on the Supplier Processing Authority page.

Use the Services Supplier Info page (VENDOR_SPRO_PG) to maintain suppliers as service suppliers.

Navigation:

  • Services Procurement > Define Services Procurement > Services Supplier Setup > Service Supplier Information

  • Services Procurement > Define Services Suppliers > Service Details

This example illustrates the fields and controls on the Services Supplier Info Page. You can find definitions for the fields and controls later on this page.

 Services Supplier info page

Field or Control

Description

Supplier Type

Select Resource, Deliverable, or Both. The supplier type determines what type of requisitions the supplier can fill. If a supplier only provides hourly employees, select Resource. If a supplier only provides services that are paid in one total amount, select Deliverable. If the supplier can provide both types of services, select Both.

Multi Resource Supplier

Select to indicate that this supplier can be included for multi-resource transactions. These transactions support multiple, unique services and service providers in Services Procurement requisitions, sourcing, and work orders. You must select this check box to enable this supplier to be used use multiple resource services.

Internal Supplier

Select if the supplier is internal to your organization.

Include in Invoice Approval

Select if invoices should be routed to the supplier for approval before being routed internally for approval.

If this option is selected after work orders have already been opened for the supplier, then the Supplier Invoice Approver name on these work orders will be missing. Therefore, the system issues a warning whenever this option is selected to remind the user to review all open work orders for this supplier and to assign a supplier invoice approver.

If the Supplier Invoice Approver is missing on any work orders, invoicing will bypass submitting the invoice to suppliers for approval even though this option is selected to Include in Invoice Approval.

Ethnicity

If the supplier is minority owned, select the ethnicity of the owner.

Score

Displays the supplier score as determined from data analysis.

Use the Supplier Network Setup page (SPB_SUP_NETWORK) to maintain a network of service suppliers for each business unit.

Navigation:

  • Services Procurement > Define Services Procurement > Services Supplier Setup > Supplier Network Setup

  • Services Procurement > Define Services Suppliers > Supplier Network Setup

This example illustrates the fields and controls on the Supplier Network Setup page. You can find definitions for the fields and controls later on this page.

Supplier Network Setup page

Field or Control

Description

Supplier Sourcing Setup icon

Click to access the Supplier Sourcing Setup component, where you can organize service suppliers by business unit, region, service type, and service.

Note: When a supplier is both a resource- and deliverable-type supplier and the supplier is a multiple-resource supplier, multi-resource types are included in the list of values for the Service Type field.

Use the Supplier Sourcing Setup - Region page (SPB_SPLR_REGION_PG) to maintain sourcing rules for suppliers by associating them with regions, service types and services.

Navigation:

  • Services Procurement > Define Services Procurement > Services Supplier Setup > Supplier Sourcing Setup

  • Services Procurement > Define Services Suppliers > Supplier Sourcing Setup

This example illustrates the fields and controls on the Supplier Sourcing Setup page.

 Supplier Sourcing Setup page

Use the Supplier Sourcing Setup component to add suppliers to the supplier network in one central location. Use this component to organize service supplier information by business unit, region, service type, service type by region, service, and service by region.

If a supplier is deliverable-based and also a multi-resource services supplier, all five tabs appear for the supplier, but only the multi-resource service types are selectable from the service type prompt.

Use the Suppliers by Region page (SPB_REGION_SPLR_PG) to displays suppliers by region.

Navigation:

  • Services Procurement > Define Services Procurement > Services Supplier Setup > Suppliers by Region

  • Services Procurement > Define Services Suppliers > Suppliers by Region.

This example illustrates the fields and controls on the Suppliers by Region page. You can find definitions for the fields and controls later on this page.

Suppliers by Region page

Note: If the region tree structure is enabled, use the region hierarchy tree structure to build the supplier and region associations graphically.