Configure Recipients
You can configure supplier contacts as supplier portal users so that they can receive offers and respond to them by email.
Here’s how you can create a user role, add it to your supplier roles, and then create the contact:
- Create the supplier portal user role for early payment administration.
- Sign in to Oracle Financials Cloud using the IT security manager role.
- Go to .
- In the navigation pane, click Roles.
- Click Create Role.
- Enter a role name and code. Select the role category as Financials - Job Roles.
- Click Next.
- On the Privileges tab, click Add Function Security Policy.
- In the Add Function Security Policy dialog box, search for Manage Early Payment Offers in Supplier Portal and select the matching result. Then, click Add Privilege to Role.
- Close the dialog box.
- Click Next to skip to the Summary page.Note:
For creating this role, you don’t need to enter any values after adding the function security policy. You can directly skip to the Summary page.
- Click Save and Close, and then click OK.
- Add the role to supplier user roles.
- Sign in to Oracle Financials Cloud using the Supplier Administrator or Supplier Manager role.
- Go to .
- In the Tasks panel tab, click Search.
- Search for Manage Supplier User Roles and select the matching task.
- Click .
- Search for the role that you created earlier and click Apply.
- Create the supplier contact.
- Go to .
- Search for the supplier name.
- On the Supplier page, select the Contacts tab and click Edit.
- Select an existing contact that you want to edit or create a new contact.
- Ensure that the contact has an email address.
- Scroll down to the User Account section.
- Select the Create user account check box.
- The default supplier portal roles are automatically populated. Click Select and Add to add the role you created earlier.
- Click Submit.
-
Schedule a process to import the user and role security data as follows:
- Go to
You might need to click More to expose the Tools options.
. -
Click Schedule New Process and select the values shown here:
Field
Value
Type
Job
Name
Import User and Role Application Security Data
-
Click OK.
-
In the Process Details window, click Submit.
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Make a note of the process ID, and then click OK.
-
Click Refresh until the status of the process ID you noted shows as succeeded.
- Go to
The supplier receives an email confirmation for their new supplier portal access and request to reset their password.