Create a Supplier and Supplier Site

Creating suppliers and supplier sites is an essential part of the procurement process. A supplier is modeled as a global entity. It's not created within a business unit or any other organizational context.

A procurement business unit establishes a relationship with a supplier through the creation of a site, which maintains internal controls for how to procure to pay transactions are carried out with the supplier.

1. Within the application, navigate to the Suppliers > Create Supplier task.

2. On the Create Supplier dialog box, enter:

   • Name

     If Streamline B2B Document Sharing With Intelligent Oracle Business Network Connectivity is enabled, you can use the type-ahead autosuggestion to search and select the company, you must register as a supplier, from a global directory. Selecting from the global directory helps identify if the supplier has an OBN trading partner account.

   • Tax Country

   • Tax Registration Number

3. Click Create.

   The complete list of supplier attributes that can have values are Alternate Name, Corporate Web Site, SIC, Current Fiscal Year's Potential Revenue, Year Established, Industry Category, and Industry Subcategory. If required, you can review the defaulted values and update them.

4. On the Edit Supplier page, Profile tab, enter:

   • Supplier Type

   • When there are mergers or acquisitions, the supplier contact of the parent company might have increased responsibility to respond to the negotiations of their subsidiaries. If you’re a subsidiary supplier of a parent company, in the Parent Supplier field, search and select you parent company.

   • In Profile Details, on the Organization tab, select the One-time Supplier option if the supplier is created with a purpose of single transaction and isn't expected to be in continuous business after being paid once.

5. On the Edit Supplier page, Addresses tab, click the Create icon.

6. On the Create Address page, enter:

   • Address Name

   • Country

     Note: The Country field automatically defaults to the country set in your Work Location, as seen in the Personal Information page, Employment Details tab.

   • Address Line 1

   • City

   • County

   • State

   • Postal Code

   • Language

   • Address Purpose

     Select all applicable boxes. At a minimum select Purchasing.

7. If smart address search is enabled, then for a supplier, you can search a specific address and include that address information here.

8. Click Save and Close.

   Repeat address creation for all addresses you do business with for this supplier.

9. With your supplier selected, open the Sites tab and click the Create icon.

10. On the Create Site page, enter:

    • Address Name

      Select the address for this supplier site.

      You can create supplier sites with a name of up to 240 characters, this will assist to better identify them; providing flexibility to satisfy the requirements of any naming convention.

      • If the supplier is an OBN trading partner, you can enable B2B messaging to improve your transaction efficiency. On the General tab, in the B2B Communication, click the contextual action for OBN Enabled to view the supplier's supported documents configured in OBN.

      • To improve transaction efficiency, in Enable B2B messaging, select Yes.

11. Click Save.

12. Click the Receiving subtab and enter:

    • Receipt Routing

13. Click the Site Assignments subtab and click Autocreate Assignments. This may only be appropriate for your first site. Other sites may require manual creation.

14. Click Save and Close.

15. With your supplier selected, open the Contacts tab and click the Create icon.

16. On the Create Contact page, enter:

    • First Name

    • Last Name

    • Email

    • Select Administrative contact check box

    • To facilitate mergers or acquisitions, the parent supplier contact may respond to the negotiations of its subsidiaries. To provide access to the parent supplier contact, select Create user account, and on the Data Access tab, confirm that the parent supplier information is included.

      The parent contact can respond to its subsidiaries’ negotiations in the Oracle Supplier Portal.

17. Click the Create icon.

18. In the Contact Addresses region, click the Select and Add icon:

    • Select the contact address.

    • Click Apply.

    • Click OK.

19. In the User Account region, click the Create user account check box. Accept all the applicable privileges for this contact.

20. Click Save and Close.

21. Click Save and Close.