How You Monitor Expiring or Expired Supplier Business Classification Certificates

Keeping supplier business classification information accurate and current is very important for the buying organization in terms of maintaining high quality supply base data.

There are a couple of ways that supplier administrators can monitor supplier business classification certificates that are expired or expiring soon.

From Suppliers Overview page, there is a region called Supplier Business Classifications. There are two tabs in this region: Expiring and Expired. Under the Expiring tab, user can find business classification certificates that are expiring soon. User can filter the results using switcher Expiring and select values among Next 30/60/90 days. Under the Expired tab, user can find business classification certificates that are already expired. For either tab, user can click on supplier name to drill down to the profile details. User can find out the contact information for the supplier and follow up to update the certificate information.
The buying organization can also schedule process to periodically review supplier business classification status and send out notification to supplier user about expiring or expired certificates. User can follow these steps:

From Setup and Maintenance work area, navigate to the Configure Supplier Notifications task.
Within Expiring Business Classifications, provide values for attributes: Notify Prior to Expiration in Days and Reminder Frequency in Days. For example, user enters 6 for Notify Prior to Expiration in Days and 2 for Reminder Frequency in Days. The application will notify suppliers with business classifications expiring 6 days prior to the certificate Expiration Date. Then it will also send out reminder notifications every 2 days until the certificate is expired. In this example, the reminder notifications will be sent on 4 days, 2 days before the expiration date.
From Navigator, go to Tools > Scheduled Processes, schedule the Supplier Business Classifications Notification process. You can schedule to run it periodically or immediately based on business needs. Its recommended to run this process daily.
After the successful completion of the process, notifications are sent out to supplier users. For expiring business classifications, system will use the settings defined on the Configure Supplier Notifications task to send out notifications and the supplier user who is the Administrative Contact will receive the notification. For expired business classification, both administrative contact user as well as the supplier contact entered as Provided By for the expired certificate will receive the notification.

Consider these:

Business classification expiring notifications are sent for certificates that are in the current status. Business classification expired notifications are sent for certificates that are in Expired status. In both cases, the notification will not be sent if another certificate in Future Dated status exists with the same classification, sub-classification and agency combination.
When a business classification certificate is expired, the business classification expired notification will be sent when the scheduled process is run. Afterwards, no further notification is sent for this expired certificate.