Supplier Onboarding
A supplier is not approved until the paperwork is on file. Submitting names everything still missing at once; approval creates the supplier record the rest of the platform buys from.
Where to find it
- Module: Supply Chain
- Group: Sourcing
- Section: Suppliers
- Screen: Supplier Onboarding
Address in the console: /scm/supplier-onboarding
List · 10 columns · 17 fields on its form · 1 of them required · 3 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Application | Code | onboarding_no |
| Legal name | Text | legal_name |
| Trading as | Text | trading_name |
| Country | Code | country |
| Tax ID | Code | tax_id |
| Categories | Text | categories |
| Documents | Number | documents |
| Bank details | Yes or no | has_bank_account |
| Supplier | Code | supplier_no |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Legal name required | Text | ||
| Trading as | Text | ||
| Tax identification number | Text | ||
| DUNS number | Text | ||
| Country | Text | ||
| Address | Long text | ||
| Contact | Text | ||
| Contact email | Text | ||
| Contact telephone | Text | ||
| Spend categories | Text | ||
| Currency | Text | ||
| Payment terms (days) | Number | ||
| Bank | Text | ||
| Routing number | Text | ||
| Diversity classification | Text | ||
| Insurance expires | Date | ||
| A non-disclosure agreement is required | Yes or no |
What you can do here
Store bank details primary
Store the account it will be paid into
Asks for: Account number* Bank Routing number
Submit
Asks for confirmation: Submit this application for review?
Decide
Approve, reject or ask for more
Asks for: Decision* Supplier number Notes
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.