Run the Process to Update SAM Trading Partner Information

Use the Process SAM Trading Partner Information process to update the SAM trading partner information in Oracle Procurement.

When the Process SAM Trading Partner Information process completes successfully, it maps the Unique Entity Identifier (UEI)/EFT indicator to the suppliers and supplier sites in Procurement. The process creates or updates Procurement objects including suppliers, supplier sites, bank branches, and bank accounts associated with the UEI/EFT indicator.

There are three ways to run the Process SAM Trading Partner Information process. You can run this process:

• From the Scheduled Processes work area.

  Note: If you don’t load the SAM daily updates file, you must schedule the Process SAM Trading Partner Information process to run daily. This will enable any updates to the SAM registration status to be processed correctly.

• Automatically as part of the Import SAM Trading Partner Information process.

  See Run the Import SAM Trading Partner Information Process.

• From the Manage SAM Trading Partners page by using the Sync option from the More Actions menu.

  See Sync SAM Data.

This topic describes how to run the process from the Scheduled Processes work area.

1. From the Navigator, select Tools > Scheduled Processes.

2. Click Schedule New Process.

3. On the Schedule New Process dialog box, select Job as the job type and then search for and select the Process SAM Trading Partner Information job.

4. On Process Details, in the Basic Options section, define these parameters:

   1. Update Type: Select one of these options to create or update the SAM supplier and supplier site information in Procurement:

      • All: Select this option to create or update the SAM information for all of the new and existing UEI and EFT indicator records.

      • Single: Select this option to create or update the SAM information for a specific UEI and EFT indicator record.

   2. Unique Entity Identifier: Select the UEI for which you want to update the SAM information. This is a required field if you select Single as the update type. This field is not applicable for other update types.

5. Click Submit.

   A confirmation message appears, indicating that the process has been submitted.

6. Click OK in the confirmation dialog box.

   This process updates the Procurement tables with the SAM data when it completes successfully.

7. Click the attachment in the Log and Output section to verify the data. Review the log for specific details about any of the SAM data that wasn't processed.

When you run this process, if the SAM registration status for any of the UEI and EFT indicator records is either "Expired" or "Deleted", the purchase order processing, payment processing, and invoice validation for the supplier site will be put on hold. This means that the process will set the Hold all new purchasing documents attribute in the Purchasing tab, and Hold All Invoices and Hold Unvalidated Invoices attributes in the Invoicing tab at the supplier site level to a value of "Yes". The purchase and payment holds at the supplier site level are effective only if the Enforce supplier hold setting on the Configure Procurement Business Function page is enabled.

In addition, if the SAM registration status is updated from either "Expired" or "Deleted" to "Active" for a UEI and EFT indicator record, any purchase and payment holds enforced on the supplier sites will be removed.