Oracle Supplier Management

Oracle Supplier ManagementUser's GuideRelease 12.2Part No. E48851-11September 2020

Oracle Supplier Management User's Guide, Release 12.2Part No. E48851-11Copyright 2010, 2020, Oracle and/or its affiliates.Primary Author:Gowri ArurContributing Author:Preeti VenugopalThis software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverseengineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it onbehalf of the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are"commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of theprograms, including any operating system, integrated software, any programs installed on the hardware,and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. Noother rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications.It is not developed or intended for use in any inherently dangerous applications, including applications thatmay create a risk of personal injury. If you use this software or hardware in dangerous applications, then youshall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure itssafe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of thissoftware or hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks oftheir respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks areused under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced MicroDevices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information about content, products,and services from third parties. Oracle Corporation and its affiliates are not responsible for and expresslydisclaim all warranties of any kind with respect to third-party content, products, and services unlessotherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliateswill not be responsible for any loss, costs, or damages incurred due to your access to or use of third-partycontent, products, or services, except as set forth in an applicable agreement between you and Oracle.For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website athttp://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Oracle customers that have purchased support have access to electronic support through My Oracle Support.For information, visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visit http://www.oracle.com/pls/topic/lookup?ctx acc&id trs if you are hearing impaired.

ContentsSend Us Your CommentsPreface1Introduction to Oracle Supplier ManagementOracle Supplier Lifecycle Management. 1-1360 Degree Supplier View. 1-2Extended Supplier Profile. 1-2Supplier Search. 1-2Supplier Profile Management. 1-3Registration and On-Boarding of New Suppliers. 1-3Managing Supplier Qualification. 1-3Compliance and Profile Audits. 1-3Performance Evaluation. 1-4Supplier Notifications. 1-4Oracle Supplier Hub. 1-4Supplier Master Profile. 1-5Extended Supplier Profile. 1-6Enhanced Supplier Classification.1-6Supplier Hierarchy Management. 1-6Data Import and Source System Management.1-7Data Quality Management. 1-7Data Enrichment using D&B Integration. 1-7Data Publication and Synchronization.1-7Common Features in Oracle Supplier Lifecycle Management and Oracle Supplier Hub. 1-8iii

2Supplier Directory ServicesOverview of Supplier Directory Services. 2-1Home page. 2-1Supplier Profile. 2-3Supplier Profile Pages. 2-4Searching for Suppliers. 2-9Simple Search. 2-9Advanced Search. 2-10Smart Search. 2-12Keyword Search. 2-13Exporting Supplier Profile to a Spreadsheet. 2-13Notifying Suppliers. 2-14Standard Supplier Lists. 2-15Dynamic Supplier Lists. 2-16Collaboration Teams. 2-19Questionnaires. 2-213Supplier User ManagementManaging Suppliers with Supplier User Management. 3-1Managing Supplier Brokers. 3-24AssessmentsOverview of Assessments. 4-1Recurring or Periodic Assessments.4-25Managing Supplier Registration and QualificationOverview of Supplier Registration and Qualification Management. 5-1Using Self-Service Supplier Registration. 5-1Registering Suppliers. 5-6Managing New Supplier Qualification. 5-9Responding to an RFI. 5-13Evaluating Suppliers. 5-14Approving New Suppliers. 5-16Reviewing RFI Synchronization with Supplier Profile. 5-17Registering Supplier Users. 5-17Inviting Supplier Users. 5-17Registering Supplier Users.5-18Approving and Managing Supplier User Profile. 5-19iv

Supplier Registered Supplier Users. 5-21Creating Suppliers. 5-21On-Boarding Suppliers on Oracle Supplier Network.5-226Managing Supplier ProfilesMaintaining Supplier Profile (Supplier Self-Service). 6-1Periodic Supplier Profile Audit. 6-3Enriching Supplier Profile. 6-9Managing Deliverables. 6-10Managing Supplier Material Qualification. 6-12Managing Supplier Tasks and Notes. 6-127Managing Supplier PerformanceOverview of Supplier Performance Management.7-1Evaluating Supplier Performance. 7-18NotificationsOverview of Notifications. 8-1Subscribing to Notifications. 8-1Notifying Suppliers. 8-3Notifying Internal Users. 8-4System Notifications. 8-49Managing Supplier ClassificationsSupplier Classifications. 9-1Assigning Classifications. 9-210Managing Supplier HierarchySupplier Hierarchy. 10-111Managing Supplier Import and Source SystemsBulk Import. 11-1Bulk Import Process. 11-2Define Pre-requisites. 11-2Generating Batches. 11-3Loading Data into Interface Tables. 11-3Importing using Spreadsheet. 11-4Activating the Batch . 11-8Defining Import. 11-8v

Viewing and Updating the Batch. 11-17Purging Data from Interface Tables. 11-17Running Batch Load. 11-1812Managing Supplier Data QualityOverview of Managing Supplier Data Quality. 12-1Identifying Duplicates in New Supplier Request.12-2Identifying Duplicates During Supplier Creation. 12-2Identifying System Duplicates. 12-2Using Automerge. 12-2Creating Merge Request. 12-3Merging Supplier Transactions. 12-4Managing Merge Request. 12-7Mapping and Submitting Merge Request. 12-8Enabling Existing Party as Supplier. 12-15Purging Suppliers. 12-17Maintaining Parties. 12-1913Managing Supplier D&B EnrichmentOverview of Supplier D&B Enrichment.13-1Searching for Suppliers in D&B. 13-2Enriching New and Approved Suppliers. 13-314Publishing and Synchronizing Supplier DataOverview of Supplier Data Publication and Synchronization. 14-1Business Events. 14-2Exporting Search Results to Excel . 14-2Publishing Supplier Profile. 14-2Tracking Publication History. 14-4Generating Supplier Profile Report.14-5Indexvi

Send Us Your CommentsOracle Supplier Management User's Guide, Release 12.2Part No. E48851-11Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document.Your feedback is important, and helps us to best meet your needs as a user of our products. For example: Are the implementation steps correct and complete?Did you understand the context of the procedures?Did you find any errors in the information?Does the structure of the information help you with your tasks?Do you need different information or graphics? If so, where, and in what format?Are the examples correct? Do you need more examples?If you find any errors or have any other suggestions for improvement, then please tell us your name, thename of the company who has licensed our products, the title and part number of the documentation andthe chapter, section, and page number (if available).Note: Before sending us your comments, you might like to check that you have the latest version of thedocument and if any concerns are already addressed. To do this, access the new Oracle E-Business SuiteRelease Online Documentation CD available on My Oracle Support and www.oracle.com. It contains themost current Documentation Library plus all documents revised or released recently.Send your comments to us using the electronic mail address: appsdoc us@oracle.comPlease give your name, address, electronic mail address, and telephone number (optional).If you need assistance with Oracle software, then please contact your support representative or OracleSupport Services.If you require training or instruction in using Oracle software, then please contact your Oracle local officeand inquire about our Oracle University offerings. A list of Oracle offices is available on our Web site atwww.oracle.com.vii

PrefaceIntended AudienceWelcome to Release 12.2 of the Oracle Supplier Management User's Guide.See Related Information Sources on page x for more Oracle E-Business Suite productinformation.Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the OracleAccessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers that have purchased support have access to electronic supportthrough My Oracle Support. For information, v

2 Supplier Directory Services 3 Supplier User Management 4 Assessments 5 Managing Supplier Registration and Qualification 6 Managing Supplier Profiles 7 Managing Supplier Performance 8 Notifications 9 Managing Supplier Classifications 10 Managing Supplier Hierarchy. x