Add Business Unit Assignments

You can assign a business unit to a Unique Entity Identifier (UEI)/EFT indicator record for a trading partner and submit the process to create a new supplier and supplier site record in Oracle Procurement for the UEI/EFT indicator.

On successful completion, the process creates the supplier data in Oracle Procurement and maps the UEI-EFT indicator to Procurement objects including suppliers, supplier sites, bank branches, and bank accounts. In addition, the SAM attributes such as Unique Entity Identifier, CAGE/NCAGE Code, and so on will be populated at the supplier and supplier site levels. For information about the SAM attributes, see Supplier and Supplier Site Attributes.

You can assign multiple business units to a UEI-EFT indicator record. You can assign multiple business units to a specific UEI-EFT indicator record on the Manage SAM Trading Partners page, or you can assign multiple business units to multiple UEI-EFT indicator records using a Microsoft Excel spreadsheet and then upload the data from the spreadsheet to U.S. Federal Financials. To assign multiple business units by using a spreadsheet, see Manage SAM Data in Microsoft Excel.

1. On the Home page, select U.S. Federal Financials and then click SAM Trading Partners.

2. On Manage SAM Trading Partners, search for and select the UEI-EFT indicator to which you want to assign business units.

3. Click Business Unit Assignment.

   Note: The Business Unit Assignment button is enabled only if the trading partner’s registration status is "Active" or business unit assignments exist for the record.

   The Manage Business Unit Assignments page displays all the records for the UEI-EFT indicator for which business unit assignments exist.

4. On Manage Business Unit Assignments, click the Edit icon for the UEI-EFT indicator record for which you want to add the business unit assignment.

5. Select a business unit from the Business Unit drop-down list.

6. To add a supplier site or update a supplier site assignment, select a supplier site from the Supplier Site drop-down list. The Supplier Site drop-down list displays all the supplier sites available for the supplier.

   Note: The Supplier Site field is enabled only if the Supplier field is populated.You must select a supplier site that’s not already associated with SAM. If you select a SAM site, an error appears indicating that the site is already associated with SAM.
7. From the Main Address Site drop-down list, select Yes or No. A value of Yes indicates that the site is the main address site of the trading partner and it can be used for tax reporting purposes.

   Note: You can update this field only if the EFT indicator value is blank. If the EFT indicator value isn't blank, this field displays a value of No and you can’t update it.

8. Click the Save icon.

   The Process Status for the UEI-EFT indicator record is updated to "Unprocessed". The "Unprocessed" status indicates that there are unprocessed changes that will be updated after the user clicks Submit on the Manage Business Unit Assignments page.

9. (Optional) To assign an additional business unit to a UEI-EFT indicator:

   1. Select the row for the UEI-EFT indicator record and then click Add Business Unit Assignment.

      Note: The Add Business Unit Assignment button is enabled only if the UEI-EFT indicator record has one or more business units assigned to it.

   2. A new row appears where you can enter the business unit assignment details. Repeat Steps 5 through 8.

10. Click Submit.

    This initiates the process to create or update the supplier and supplier site details in Procurement for the UEI-EFT indicator record.

    If the process is successful, the Supplier and Supplier Site fields are updated with their values in Procurement, and the Process Status field is updated to "Processed."

    If the process fails to create the supplier data in Procurement, the Process Status field is updated to "Error."