Redwood: Next Generation User Experience for Supplier Registration

Welcome to the demo of the 24D Redwood Next Generation User Experience for Internal Supplier Registration in Procurement Supplier Model. Internal supplier registration is announced based on the Redwood design system. The redesigned internal supplier registration provides an easy to use guided process for employees to register suppliers. The new flow is enhanced to support questionnaires, supplier bank account attachments, and improved extensibility support via Visual Builder Studio.

The Redwood internal supplier registration is available to supplier administrators from the suppliers work area and to procurement requesters from the responsive self service procurement application. Note this flow is similar to the external self service supplier registration flow. You can configure unique personalizations for both flows, leveraging the same setup in Visual Builder Studio.

In this demo, we will see how an employee can use the Redwood based supplier registration to submit a registration request internally. We will highlight the new capabilities, as well as some of the differences from external supplier registration. I have logged in as an internal employee user and navigated to the responsive self service procurement work area.

To access internal supplier registration, I'll click the request new supplier link under the actions menu. This opens up the supplier registration guided process, starting with the company details page. First, notice the guided journey on the top of the page, which allows your organization to publish any custom help content for requesters such as your supplier registration process, related details.

Guided journeys provide an engaging way to assist your users. They can also be used at the section level on pages. For example, in the attachment section, you can include details related to documents you require requesters to upload, such as tax ID verification of the supplier. These guided journeys are available for configuration on all the pages.

You, as a buying organization, can also configure most of the supplier registration steps as displayed, hidden or required based on the supplier business relationship. For example, the bank account step can be hidden for prospective, but shown if requesting a supplier with business relationship of spend authorized. You can also personalize the company details, contacts, and addresses pages using business rules in Visual Builder Studio to change the display and required properties of attributes, as well as to enable descriptive flexfields.

Let us start the supplier registration by providing company specific information on the company details page. And we will also see some of the personalizations done on this page. Select a value for request reason. I'll enter the company name. I will select United States as my country. On selecting United States, my taxpayer ID becomes required. This is a personalization I've done through Visual Builder Studio. And also I've defaulted a value for manufacturing as supplier type.

I'll enter the value for taxpayer ID. Select an organization type. I will leave supply type as manufacturing. Now I'll provide values for the additional information attributes. And I'll upload document, as instructed, to support the registration request. In case the requester doesn't have all the required documents or any other supplier information required for submitting the registration, the requester can save the request, close the page, and return to complete the registration later.

Let us now navigate to the next step in the registration process, contacts. On this page, requester must add at least one supplier contact to ensure successful communication between the buying organization and the supplier. If you notice, the country codes are defaulted based on the country selected in the previous page, saving the requested time. The requester can select which of the supplier contacts are administrative contacts and whether or not they need access to supplier portal making them responsible for conducting transactions with your buying organization.

In this case, the administrative contact option is defaulted to yes and the user account request option is defaulted to no through business rules in VB Studio. We'll complete the contact information by providing the name, email, and other details.

We'll keep the contact as administrative contact and request user account for this contact. You can also configure descriptive flexfields for contacts. I'll save and navigate to the next step to provide the supplier's address.

On the addresses page. If you notice the address purpose received purchase orders has been set by default using business rules in VB Studio. In case there is a requirement to rename these address purposes, we can do so using the user interface text tool. And similar to contacts, the country codes are defaulted based on the country selected on company details. We will now enter the address details starting with providing a name to the address for easy future reference.

Select the address purpose for which the address will be used. If your organization has configured the smart address service, the requester will be able to search and select an address without having to enter all the address locations later details. I'll provide the email.

I will also associate the contact I created to this address to ensure the transactions created for the supplier in the future will have the contact reference available. Let us now directly move to bank accounts, as business classifications is similar to what we have in external supplier registration.

The bank account provided here will later be used to pay the supplier when they fulfill your purchase orders. Bank accounts form is designed to present country specific attributes to make it simple for requesters to provide the required details, and also supports capturing documents as proofs for the in turn bank accounts.

Also, as mentioned earlier, guided journey can be configured. For example, to list the documents, requester can upload to support the bank account information. The country defaults from the company details page. Therefore, United States is defaulted as the country for this bank account. I will select an appropriate routing number that is US specific attribute. And then enter the account number and other details identifying supplier's bank account.

I will also upload the bank account related document as proof of the ownership of this bank account. Let's now move to the next step, products and services. On this page, requester can select products and services that the supplier considers to supply to their buying organization. I can search for products and services or simply select the ones shown from the list in the table. Let us now move to the next step. That is the questionnaire.

As mentioned earlier, you can now configure an internal questionnaire for requesters to complete as part of their supplier registration request. For this demo, we have a questionnaire configured with manufacturing capability section and as a list of questions that will answer related to the supplier I am registering. I have answered all the questions in this questionnaire.

Now that all the steps in the supplier registration is complete, I will submit the request for the review and approval process. Once the request is approved, the supplier will get created. Through this demo, you can see how easy it is for employees to submit supplier registration requests with improved data quality. This concludes the demo.