Supplier Solicitation: Configuration Steps

Supplier solicitation configuration setup involves the following major steps:

Document: If you are soliciting data for supporting documents, define the document definition for which a document needs to be collected from a partner. Upload the document template against the document definition. This step only applies to when you are configuring standard documents.
Data Download by HS classification: You can perform data download to get the trade agreement, trade program, tariff rate, and classification details for HS classification codes for importing countries. Trade agreement data is only required if you are looking for qualification information to support a trade agreement.
Campaign Types: Specify the purpose of the campaign. Campaign types include a logic configuration which must be defined. The logic configuration drives the logic when campaigns are created and approved.
Data Configuration: Configure the attributes and corresponding values that you want to copy from one object to another. Once created, the data configurations are specified on the logic configuration. To support supplier solicitation, there are two data configurations that need to be created, each with a different Association Type:
- Partner Item to Campaign – indicates that this configuration will be used to copy data from a partner item/item to a campaign when a campaign is created. When you create the logic configuration, specify this data configuration against the parameter = CREATE DATA CONFIGURATION. Within this association type, you can configure GTM to copy various data to your campaign and campaign lines depending on the data you are soliciting for including:
  - Trade Agreement – Campaign
  - Item – Campaign Line
  - Partner Item – Campaign Line
- Campaign Line to Item – indicates that this configuration will be used to copy data from a campaign line to an item when a campaign is approved. When you create the logic configuration, specify this data configuration against the parameter = GTM CAMPAIGN APPROVAL. Within this association type, you can configure GTM to copy various data from your campaign line depending on the data you are soliciting including:
  - Campaign Line – Item – used to copy classification and other data
  - Campaign Line – Item Origin – used to copy origin information and other data
  - Campaign Line – Item Qualification – used to copy qualification information and other data
Logic Configuration: Define a logic configuration with Logic Configuration Type as ‘GTM CAMPAIGN CONFIGURATION’ for each campaign type. The user needs to define the values for the parameters as part of the logic configuration.

Here are more details on each of the parameter to be configured.

Parameter Group	Parameter	Default Value	Comments
GENERAL	DISPLAY PRODUCT CLASSIFICATION DETAILS	Yes	Indicates whether the campaign to be created is to collect product classification details from partners. If yes, then the product classification fields will be displayed on campaign lines.
GENERAL	DISPLAY QUALIFICATION DETAILS	Yes	Indicates whether the campaign to be created is to collect the qualification details from partners. If yes, then the qualification fields will be displayed on campaign lines.
GENERAL	OWNER CONTACT QUALIFIER	CAMPAIGN OWNER CONTACT	The campaign administrator entered while performing the Create Campaign action will be copied against this party qualifier on the campaign.
GENERAL	RECEIVING CONTACT QUALIFIER	SUPPLIER CONTACT	You need to setup the contact details for every partner to whom notification needs to be sent. This contact detail needs to be copied to the campaign lines on campaign line creation via an automation agent and direct sequel update.
GENERAL	RECEIVING PARTY QUALIFIER	SUPPLIER	The partner (Party) will be copied to this party qualifier on the campaign lines when the campaign is created.
GENERAL	SENDING LEGAL ENTITY		You can define the legal entity (Party ID) against this parameter. This will be sent to the partner receiving the notification as the legal entity who has initiated this campaign.
GENERAL	APPROVE DATA CONFIGURATION		Identifies the data configuration containing the details to be copied from campaign lines to item, item origin or item qualification while performing Approve Campaign (line) action.
GTM CAMPAIGN CREATION	CAMPAIGN BUSINESS NUMBER GENERATOR	GTM_CAMPAIGN_XID	The Campaign ID will be created using this BN Type. You can identify a different BN Type for different cases or different campaign types.
GTM CAMPAIGN CREATION	CREATE DATA CONFIGURATION		Identifies the data configuration containing the details to be copied from Trading Partner Item or Item while creating campaign.
GTM CAMPAIGN CREATION	PERSPECTIVE	SUPPLIER	Identifies the perspective of the campaign. Currently only SUPPLIER is supported.
GTM CAMPAIGN CREATION	PURPOSE		Identifies the purpose of the campaign including: ITEM: Creates campaign lines that are specific to a trading partner to collect general details about the item including classification and origin information. QUALIFICATION: Creates a campaign line for each eligible trade program applicable for the trade agreement and import classification type. This is used to collect trade agreement qualification information. It can also be used to collect classification and country of origin information. ORIGIN: This value is deprecated. It is recommended you use the value ‘ITEM’ as the alternative.
GTM CAMPAIGN NOTIFICATION	REGULATION REFERENCE 1		Reserved for future use
GTM CAMPAIGN NOTIFICATION	REGULATION REFERENCE 2		Reserved for future use
GTM CAMPAIGN NOTIFICATION	SEND TEMPLATE	No	Indicates whether the document template needs to be sent to the partner in the notification. The partner can print the template and fill it with the required details before responding back. To send a template, a document needs to be created in GTM.

Preference Criteria: Models the reason or justification for why a good can take advantage of a specific trade program or trade agreement. This is only needed if you want to solicit for this information as part of trade agreement qualification.
Supplier Access Configuration: Define the details for suppliers to access their data in GTM.
Party Management:
- Party: Configure partner (supplier) details.
- Party Sites: Configure partner sites. For a partner, configure all the sites from where the goods are purchased.
Material Management
- Partner Item: You can configure trading partner item details such as trading partner type, trading partner item identifier and name, reference number, and description of the purchased item.
- Item: Configure partner site association and partner item relationship on an item.

Supplier Solicitation: Configuration Steps

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