Before You Can Use the SAM Process

Before you can use the SAM process in Federal Financials, you must ensure that you complete the prerequisite setup tasks.

• U.S. Federal Financials must be enabled.

• The user must be assigned to the predefined Federal System for Award Management Administrator job role. This job role includes the Supplier Administrator Abstract role and the Federal SAM Administration Duty role.

  The Federal SAM Administration Duty role has the following privileges assigned:

  • Manage SAM Trading Partners (FV_MANAGE_SAM_TRADING_PARTNERS_PRIV)

  • Manage Business Unit Assignments (FV_SAM_BU_ASSIGNMENTS_PRIV)

  • Manage External Payee Payment Details (IBY_MANAGE_EXTERNAL_PAYEE_PAYMENT_DETAILS_PRIV)

  • Manage Third Party Bank Account (IBY_MANAGE_THIRD_PARTY_BANK_ACCOUNT_PRIV)

  • Manage Payment Instrument Assignment (IBY_MANAGE_PAYMENT_INSTRUMENT_ASSIGNMENT_PRIV)

  • Import Supplier Bank Accounts (IBY_IMPORT_SUPPLIER_BANK_ACCOUNTS_PRIV)

  • Manage Bank (CE_MANAGE_BANK_PRIV)

  • Manage Bank Branch (CE_MANAGE_BANK_BRANCH_PRIV)

• The Enforce supplier hold setting on the Configure Procurement Business Function page must be enabled.

• The SAM extract file must be downloaded from the General Services Administration website.

• The Create Supplier Sites with Longer Names feature must be opted in. This is because SAM supplier site names are made up of 16 characters (12 characters for the UEI plus 4 for the EFT indicator).