1. Using U.S. Federal Financials
  2. Sync SAM Data

Sync SAM Data

If there are updates to SAM (System for Award Management) data that haven't been updated in Procurement, you can run the Process SAM Trading Partner Information process to sync the data.

For example, if there are any updates to the address information for a UEI (unique entity identifier) record, you can run the Process SAM Trading Partner Information process to update the address information in Procurement.

When the Process SAM Trading Partner Information process completes successfully, it processes the mapping of the UEI/EFT indicator to the suppliers and supplier sites in Procurement.

You can run the Process SAM Trading Partner Information process from the Manage SAM Trading Partners page by clicking Sync from the More Actions menu. Alternatively, you can access Scheduled Processes from the Tools menu in the Navigator, and then search for the process by job.

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

  2. On Manage SAM Trading Partners page, do either of the following:

    • To sync the data for all of the UEI records, click Sync from the More Actions menu.

      This action initiates the Process SAM Trading Partner Information process with the Update Type parameter set to All. The action also initiates all the related subprocesses that need to be run for the SAM updates.

    • To sync the data for a single UEI record, select the UEI record and then click Sync from the More Actions menu. You can also use the Search field to search for the UEI and then select the UEI.

      This action initiates the Process SAM Trading Partner Information process with the Update Type parameter set to Single. The action also initiates all related subprocesses that need to be run for the SAM updates.

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

  3. Click the process in the Search Results section and then click the attachment link in the Log and Output section.

  4. On Attachments:

    • Click the link to the log file to view the log details.

    • Click the link to the .txt file to view the report that provides details of the SAM data that was processed for the UEI/EFT indicator records. For each UEI/EFT indicator record, the report indicates which of the following fields were updated:

      • SSN/TIN

      • Business Types

      • Address

      • Sites

      • Bank

      • Bank Branch

      • Account