Defining Online Registration Options

Pages Used to Set Up Online Supplier Registration

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.

Defining Master Profile Questions

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.

Profile Questions 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, and then Product Related, and then Procurement Options, and then Suppliers, and then Create Profile Questions, and then 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.

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 PeopleSoft Strategic Sourcing: 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.
Conditional Template	Select this check box to mark the profile question for use in conditional template processing. When selected, the question is available for use in defining Conditional Template Trees and can be used to determine the registration template based on user responses. This option is available only for supported question types such as Yes/No and List.
Conditional Profile	Select this check box to mark the profile question for use in conditional profile processing. When selected, the question is available for use in defining Conditional Profile Trees and can be used in branching profile questions during registration. This option is available for all question types.
(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)	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.

Profile Question List Items 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, and then Product Related, and then Procurement Options, and then Suppliers, and then Create Profile Questions, and then 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.

This example illustrates the fields and controls on the Profile Question List Items page when Conditional Template check box is selected on the Profile Questions page.

Field or Control	Description
List Item	Enter the response values for the list-type profile question. The system displays these values as selectable options to the user during registration or profile update.
Template ID	Select the template to associate with each list item response. The system uses this template when the corresponding response is selected to determine the registration template. This field appears only when the Conditional Template check box is selected on the Profile Questions page.

Profile Questions Attachments Page

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, and then Product Related, and then Procurement Options, and then Suppliers, and then Create Profile Questions, and then 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.

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.

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.

Defining Terms and Conditions for Supplier Registration

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.

Define Terms & Conditions Page

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, and then Product Related, and then Procurement Options, and then Suppliers, and then Procurement Terms & Conditions, and then 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.

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.

Maintain Conditional Template/Profile Questions Tree Page

Use the Maintain Conditional Template/Profile Questions Tree page (SUP_CP_TREE_SRCH) to create and manage branching questions for conditional template and conditional profile questions.

Configure the hierarchy of questions and responses to control template determination and the flow of profile questions during supplier or bidder registration. Use this page to create, edit, and view conditional trees.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Procurement Options, and then Suppliers, and then Conditional Profile Tree

This example illustrates the fields and controls on the Maintain Conditional Template/Profile Questions Tree. You can find definitions for the fields and controls later on this page.

Field or Control	Description
Tree Name	Enter a name to identify the conditional tree. The system uses this name to reference the tree during configuration and registration.
Request Type	Select the request type for which the conditional tree is applicable. The system uses this value to associate the tree with specific registration or change request processes.
Profile Tree	Select this option to create a conditional profile tree. The system uses this tree to display branching profile questions during the Identification step.
Template Tree	Select this option to create a conditional template tree. The system uses this tree to determine the registration template based on user responses at the start of registration.

Click Create Tree button to create the conditional tree based on the entered Tree Name, Request Type, and selected tree type. The system creates the tree structure and enables you to define the branching questions and responses.

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

Use this page to create the conditional tree structure with questions organized in a parent-child hierarchy.

Note:

Only Yes/No and List question types support branching and can be used as parent nodes in a conditional tree. All other question types can be used only as leaf nodes and cannot have child questions associated with them.
Users can add, edit, or delete nodes to define branching logic using profile questions enabled for conditional processing.

For more details about creating and managing tree structures, refer PeopleTools documentation (PeopleTools, Reporting and Analysis Tools, Tree Manager).