Creating Templates for Online Registration

Supplier Request Templates - General Page (New Suppliers and New Bidders)

SUP_REG_TEMPL_GEN

Identify supplier request template and general options for new suppliers and new bidders.

Supplier Request Templates - Attributes Page (New Suppliers and New Bidders)

SUP_REG_TEMPL_ATT

Determine the supplier or bidder attributes to appear in online registration pages for new suppliers and new bidders.

Supplier Request Templates - Instructions Page (New Suppliers and New Bidders)

SUP_REG_TEMPL_INST

Provide instructions for new suppliers or new bidders registering online.

Supplier Request Templates - Profile Questions Page (New Suppliers and New Bidders)

SUP_REG_TEMPL_PQST

Select profile questions from the system-level master set to use on a designated registration template.

Supplier Request Templates - General Page (New User Accounts)

SUP_REG_TEMPL_GEN

Set up templates for online registration for existing suppliers creating new user accounts.

Supplier Request Templates - Instructions Page (New User Accounts)

SUP_REG_TEMPL_INST

Provide instructions for suppliers creating new user accounts online.

Description

Enter a unique description for this template (including any hints regarding the particular configuration of this template and registration type, for example).

Default SetID

Enter the default SetID for new suppliers created using this template.

(Detailed Description)

Click the Detailed Description button to enter a description for this template. This is a rich text field to provide supplier/bidder details such as, text, image, links, and so on.

Template Usage

Select to indicate whether the template is to be used internally, externally, or both. If you want to build the template but not ready to use it, select Not Available.

Entity Type

Select the Entity Type whether it is a business or an individual enterprise.

For existing template, the default value is set to Business.

Country

Enter the default country code for new suppliers created using this template. This field uses ANSI Standard codes.

Currency Code

Enter the default currency code for new suppliers created using this template. This field uses ANSI Standard codes.

Language Code

Select the desired language from the drop-down list. The language selected here defaults during Bidder or Supplier registration when defining a Contact. The Contact’s language will be used in the creation of the related User Profile.

Check Duplicate IDs

Select from Do Not Check, Reject, or Warning.

The system performs duplicate checking against the Standard ID Qualifier types selected on the Registration Template Setup - Attributes page. Select an email template for Duplicate Check Failed in the Email Templates group box.

See also Entering Supplier Identifying Information.

When a duplicate ID is found and duplicate checking is enabled, the system returns this page: Duplicate Information Page.

Enable Save for Later

Select this check box to allow registrants to stop the registration process and save their answers to access at a later time.

Access Code

Enter a code or click the Generate Randomized Code link to immediately populate the Access Code field with a system-generated code. The default is a blank field, but you must enter a code for the authentication process to work.

If an access code is used, it will appear on the email invitations to register online based on this template ID.

Generate Randomized Code

Click this link to immediately populate the Access Code field with a system-generated code.

Expiration Date

Enter a future date on which you want the access code for self-registration to expire. The system prohibits registrants from starting or resuming registration if the expiration date has been reached. If you do not want the access code to expire, accept the default date, 01/01/3010, or delete the date so that the field is empty.

Template User ID

Enter a user ID or click the lookup prompt to choose a user ID from the list. New accounts created based on this template ID will inherit the roles and permissions from this user ID.

View Associated Roles

Click this link to access a table of user roles associated with this user ID, including the role name and description.

View Associated Pages

Click this link to access a table of permission lists associated with this user ID, including the permission list name and description.

Tree SetID

Add a categorization tree SetID

Tree ID

Enter the tree ID.

Edit Category Trees

Click this link to access the Maintain Categorization Trees page, where you can create a new categorization tree or maintain existing categorization trees.

Invitation

Select the default email template for email invitations based on this supplier request template.

Duplicate Check Failed

Select the default email template for notifying registrants of duplicate supplier IDs based on this supplier request template.

Save for Later

Select the default email template for sending out a reminder regarding a pending registration request, based on this supplier request template.

Contact Us

Select the default template that registrants see when they click the Contact Us link. This template is used with duplicate ID checking. See the documentation for the Contact Us page accessed through the Duplicate Information Page.

Contact User ID

Select the user ID of the person who will receive the email messages sent from the Contact Us page.

Enable SIC Codes

Select this check box to enable SIC code functionality on the registration template, which indicates you will collect this information during online registration.

SIC Codes

Select from the following options, after you enable SIC Codes. You can select multiple code types. You can also delete unwanted code types.

• Australia-New Zealand SIC Code

• Canadian NAICS Codes

• French SIC Codes

• German SIC Codes

• NAICS Exception Codes

• Primary NAICS Codes

• UK 92 SIC Codes

• US – NAICS Codes

• US SIC Codes

The codes available to choose from during online registration depend on the code types you set up on this registration template.

Standard ID Qualifier

Select the type of standard ID qualifiers you would like to use to identify the registrant:

• BEI Identifier

• Business Types

• Comp Tax Reg Number – Brazil

• Company Identification Number

• Company Number – Australia

• Creditor Identification

• DODAAC Code

• DUNS Number (No Edit), DUNS Number (With Edit), DUNS+4 Suffix

• Employer ID Number

• Fiscal ID – Company – Italy or Fiscal ID – Indiv – Italy

• Fiscal ID Number – Spain

• Global Location Number

• Ind Tax Reg Number – Brazil

• Legal Entity Registration Num

• Municipal Reg Number – Brazil

• NIC Number – France

• Public Service Codes

• SBA Business Types

• SIREN Number – France or SIRET Number – France

• Social Security Number

• State Reg Number – Brazil

• W2 Identification Number

• Tax Identification Number

Required

Select the check box for each type of standard ID qualifier that you want to make required entry. At least one standard ID qualifier must be marked as required.

Attribute Description

Configure each of the following attributes on this registration template for new bidders or new suppliers:

• Attachments - Enable attachments as a means of capturing additional information about the supplier without maintaining paper files. A variety of documents can be uploaded and viewed, including Microsoft Word and portable document format (PDF) files, as well as Microsoft Excel, PowerPoint, and Access files.

• Classification - Captures the type of supplier. Supplier classifications include these: Attorney, Employee, HCM (PeopleSoft Human Capital Management), or Supplier. See also Entering Supplier Identifying Information.

• Logos - Allows new suppliers to add company logos during the registration process.

• Additional Name - Capture a secondary or alias company name.

Data Entry Option

Select Allow User Entry or Do Not Display for each attribute.

Required

Select this check box to require entry for an attribute during registration. This field is available only when the Data Entry Option is Allow User Entry.

Attribute Description

Configure each of the following attributes on this registration template for new bidders or new suppliers:

• Attachment

• Bank Account Options - The supplier banking information includes high-level bank and account information, which is stored with the new registration record. Suppliers can access the data later to maintain current banking information, if needed.

• Comments

• Additional ID Numbers

• Payment Notifications

• Payment Terms, Invoice, and Remit Addresses

• SIC Codes

• Withholding Information

Data Entry Option

Select Allow User Entry or Do Not Display for each attribute.

Required

Select this check box to require entry for an attribute during registration. This field is available only when the Data Entry Option is Allow User Entry.

Default from System Setup

Select one radio button:

• Always

  Instructs the system to always use the registration instructions entered on the Supplier Request System Setup page.

• Allow Override

  Allows you to enter text to be used with this registration template. You must enter text in the Instructions field, which will be displayed during online registration.

Required

Click to require registrants to accept the terms and conditions when submitting a new request.

Default from SetID

Select one radio button:

• Always

  Instructs the system to always use the terms and conditions entered for the supplier SetID on the Define Terms & Conditions page.

• Allow Override

  Allows you to enter custom text to be used with this registration template. You must complete the fields in at least one Sections group box to display the terms and conditions on the submission page during online registration.

Display Format

Select one radio button:

• Long Text Field

  Displays a text field with containing the terms and conditions.

• Printable Page

  Enables print screen functionality for users to print out the terms and conditions.

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. When you add a section, the ID will increment by 1.

Effective Date

Enter an effective date for each section. The terms and conditions in the sections with an Active status and current effective date will be displayed.

Status

Choose Active or Inactive.

Message Text

Enter the specific terms and conditions that pertain to this registration template.

Select and Question ID

Select the check boxes for the Question IDs you would like to include in the online registration that uses this template. Your choices may be different for different registration types.

Display Order

Enter a display order. The default display order appears from the master set of profile questions.

Applicable for, Question Type, and Comment Text

Displays attributes of each question based on the master set created at the system level.

Required for Supplier Request

Defaults from the master profile question definition.

Register as New Bidder

Yes

Yes

Yes

Yes

Yes

Yes

Register as New Supplier

Yes

Yes

Yes

Yes

Yes

Yes

Create New User Account

Yes

Yes

Yes

Yes

Yes

n/a

Ad-hoc Task

Yes

n/a

n/a

n/a

n/a

n/a