System for Award Management Import for Customers

Use imported System for Award Management (SAM) trading partner data to automatically create customer records. This process involves: 

• Assigning an account address set and ensuring that all validations are performed 
• Ensuring synchronization with the SAM trading partner information
• Performing bulk account address set assignments for SAM trading partners

Previously, federal agencies could only manage SAM supplier data. With this update, federal agencies can now process SAM data to create customer records.

The following screenshots describe the SAM customer information captured for SAM trading partners and the new parameters for the Process SAM Trading Partner Information process to create customer records:

Manage SAM Trading Partners

Manage SAM Trading Partners - Account Address Sets

Manage Account Address Set Assignments

Process SAM Trading Partner Information

The business benefit allows U.S. Federal Agencies to create SAM customer records automatically with up-to-date information.

Steps to enable and configure

U.S. Federal Financials must be enabled.

Key resources

For more information, refer to:

• Implementing U.S. Federal Financials guide
• Using U.S. Federal Financials guide

Access requirements

To use this feature, you need the following privileges and roles:

• Manage Account Address Set Assignments for Federal SAM Administration - FV_MANAGE_SAM_ACCTADDRSET_ASSIGNMENTS_PRIV
• Bills Receivable Management - ORA_AR_BILLS_RECEIVABLE_MANAGEMENT_DUTY
• Customer Maintenance - ORA_AR_CUSTOMER_MAINTENANCE_DUTY
• Data Steward Transaction Analysis Duty - FBI_DATA_STEWARD_TRANSACTION_ANALYSIS_DUTY
• Party Center Management - ORA_ZCH_MANAGE_PARTY_CENTER_DUTY
• Customer Payment Instrument Management - ORA_IBY_CUSTOMER_PAYMENT_INSTRUMENT_MANAGEMENT_DUTY

If you use custom roles, you must assign the above privileges or duty roles to your custom roles to use this feature.