Supplier Lifecycle Management

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Supplier Lifecycle Management

Umesh Moharana
Senior Software Engineer
6
AGENDA
• Presentation – approximately 45 minutes

• Q&A Session – approximately 15 minutes
 Web attendees can ask questions via Q&A panel only

 Phone attendees can ask questions via Q&A panel or phone
(operator assisted)
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AUDIO INFO - Teleconference
Connect details:
1. Conference ID: < 89691728 >
2. UK Standard International: +44 (0) 1452 562 665 (UK Dial In)
3. Toll free Dial In US/Canada : 1866 230 1938
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<Insert Picture Here>
Supplier Lifecycle Management

Umesh Chandra Moharana
Senior Software Engineer
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Agenda
• Why Supplier Lifecycle Management (SLM)?

• Setup Requirements
• Basic features of SLM
360° Supplier View
Extended Supplier Profile
Supplier Search
Supplier Profile Management
Registration and On-Boarding of New Suppliers
Qualification Management
Compliance and Profile Audits
Performance Evaluation
Supplier Notifications
• Tables Used In SLM
• Troubleshooting
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Why SLM?
• A Tool to manage suppliers throughout the lifecycle of their relationship.
• Lifecycle starts from initial supplier discovery, through qualification and on

boarding, to ongoing maintenance, and possible obsolescence
Benefits:
• Improves the quality of an organization‟s supplier base.
• Gives a 360° view into Supplier Information
• Enables organizations to gather feedback from key stakeholders during

supplier performance tracking process
• Allows key stakeholders to identify and track critical compliance documents

from suppliers on a periodic basis
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SLM Flow
• Invitation and Supplier Registration
• Supplier Qualification Assessments
• Maintaining Supplier Profile
• Supplier Performance Analysis,

Compliance, Periodic profile Audit and
Inactivation
• Supplier Search
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
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Setup Requirements
Responsibilities used by SLM
Responsibility Name Internal or External
Supplier Management Administrator Internal
Supplier Management User Internal
Supplier Profile and User Manager External
Supplier Profile, User and Task Manager External
Supplier Profile Manager External
Sourcing Supplier External
General Setups
• Assigning Responsibilities to Internal Users
• Applying Securing Attributes to Custom External Responsibilities
• Enabling Function Security
• Enabling Profile Options
• Auto-generate Supplier Number
• Setting up Supplier - Purchasing Financials Options
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Setup Requirements
Enabling Profile Options
Profile Option Name Description
POS:SM: Enable Supplier Profile Management Set this to “Yes” for Implementing SLM
Extension
POS: SM: Prospect Supplier Proxy Login User Required for prospective supplier guest user to create RFI response in
SLM
PON:External Application Framework Agent Used to specify a URL (typically outside your firewall) that the application
uses for the links in notifications sent to suppliers.
POS: External URL Used to construct the link to supplier registration page as well as the
external abstract page.
Default Responsibility For External User Assign responsibility to any external user whose registration is initiated
from iSupplier Portal.
POS: Default Responsibility for Newly Assign responsibility to new external user whose registration is initiated
Registered Supplier Users by Prospective Supplier Registration.
Sourcing Default Responsibility for External Assign responsibility to new external user whose registration is initiated
User from Oracle Sourcing.
Self-Service Accessibility Features Set the Self-Service Accessibility Features to None to enable rich-text
capabilities when defining Requirements.
POS: Use AME for Supplier Approval SLM enables the AME Approval process to be involved in Supplier
registration
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Setup Requirements
Enabling Profile Options
Profile Option Name Description

HZ: Match Rule for Organization Duplicate To identify potential matching/duplicate party organizations in the
Prevention system during supplier registration/creation
POS: SM: Default Role for Supplier User Used to default role for assigning to supplier user contacts on
approval.
POS: SM: Default Role for Internal User When POS: SM: Enable Data Security for Supplier is set to Yes, setup
a default role for internal buyer users in order to enable some basic
view privileges.
POS: SM: Enable Data Security for Set this profile option to “Yes” to enable Profile Access Control. By
Supplier default it is set to No.
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
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360° Supplier View
• SLM provides a repository for storing information from disparate sources

and then enabling a 360 degree view of the data
• Provide access to basic supplier information - such as address, contact,

contact points, business/diversity classification, general classification,
product and services category, banking details, supplier tasks, notes,
and supplier party relationships.
• Users will be able to review qualification and on-going evaluation details

for the supplier.
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360° Supplier View - Supplier Directory Services
The Supplier Directory Services features enable buyers and administrators to

query suppliers in their system, view a 360 degree view of their profiles, export
search results to a spreadsheet
• Supplier Profile
• Searching Suppliers
• Exporting Supplier Profile to Spreadsheet
• Notifying Suppliers
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360° Supplier View - Supplier Profile
Company profile Terms and Control

 Organizations  Quick Update
 Contact Points  Accounting
 Tax Details  Tax and Reporting
 Address Book  Purchasing
 Contact Directory  Receiving
 Business Classification  Payment Details
 General Classification  Payment Relationship
 Product and Service Category  Invoice Management
 Banking Detail
 Party Relationship
Assessment
 Qualification and Evaluation
 Surveys
Others
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360° Supplier View - Export to Spreadsheet
• Search for the supplier or suppliers who you wish to export.
• Then click on „Export All‟ to export the entire result set to a spreadsheet.
• Set the display format to export the most relevant information.
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360° Supplier View - Notify Suppliers
Supplier Management User Profile Management Notify All Suppliers
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
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• SLM utilizes User Defined Attribute technology to allow administrators to add an

unlimited range of attributes to the supplier definition and to group these into
logical Profile sections.
• Administrators can add attribute name and descriptive text to help explain the
purpose of the attribute.
• Fine-grained access control tools allow administrators to manage which users

can have access to the individual attributes in the extended set of profile details.
Demo for Creating Extended Supplier Profile
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Extended Supplier Profile: Example
Seeded Supplier Profile
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
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Supplier Search
Simple Search
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Supplier Search
Advanced Search
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Supplier Search
Smart Search
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
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• The supplier user can maintain standard company profile details such
as address, contacts, business/diversity classifications, products and
services category, and banking details.
• Buyer Admin should assign Supplier Profile Manager responsibility to

supplier user
• Internal administrators can review the changes that suppliers provide

before approving the changes.
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Maintaining Supplier Profile
Once supplier user accounts are created, supplier users have access to their profile
online. They are responsible for adding new information and ensuring that existing
information is up to date.
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Maintaining Supplier Profile
• Find To-do list in Supplier Home page

• Choose the appropriate change
request and click on Approve or Reject.
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
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Supplier Registration and Qualification
Register New Supplier Create New Supplier Self-Service Supplier
by Buyer by Buyer Registration
Buyer needs to create a URL

Buyer Registers New Supplier
Create Supplier
Supplier got the notification and Supplier Uses this URL to Enter the
Enter the necessary information necessary information
Directly Supplier created without

approval process
Buyer receives the notification and
Buyer receives the notification and approve
approve
Registration need to be approved by

Registration need to be approved by approvers
approvers
Registered Supplier
Invite Supplier User Register Supplier User
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Register New Supplier by Buyer
A buyer can register the supplier in the system. This sends an invitation to the supplier to register.
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Creating New Suppliers by Buyer
• You can create a supplier without going through the process of registration and approval, if
your business requirements need you to create a supplier quickly.
• The application adds the supplier to the TCA registry directly and you can initiate business
with the supplier immediately.
Supplier Management Administrator > Supplier Home > Create Supplier
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Self-Service Supplier Registration
To create registration page links striped by operating unit:
1. Access the Purchasing Responsibility.
2. Go to Setup, then Profile Management Configuration, then Organization Encryption.
3. Select the operating units to be encrypted.
4. Click Encrypt.
5. The encryption string for that operating unit is displayed.
http://[server name]:[port]/OA_HTML/jsp/pos/suppreg/SupplierRegister.jsp?ouid=[replace with the encryption string]
Supplier needs to enter address

book details, contact directory,
business classifications, products
and services etc.
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Supplier User Registration
• Register Supplier Users:

Supplier User Management Invite Supplier User / Register Supplier User
Supplier User Management Approve Users and Manage User Profiles
Invite Supplier User
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Supplier User Registration..
Register Supplier User
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Supplier User Registration..
Approve Users and Manage User Profiles
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On-Boarding Configuration
• On Boarding configuration page is provided to control supplier access to various profile sections,
attribute pages etc at Global or Operating Unit level.
• Admin must also set up the Pre-Qualification and Evaluation RFI to the Registration and Pre-
Qualification RFI Template created at the Operating Unit level
Supplier Management Administrator  Administration  Registration  Supplier Onboarding Configuration
Scope can be Global or OU specific
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
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• This is the process of assessing a new supplier‟s qualifications before

approving their registration request.
• This provides a powerful way of screening prospective suppliers at the

beginning of the relationship even before they are created in the system.
• This allows only qualified suppliers who meet corporate compliance and
quality standards into the Supplier Master and weeds out any ill-qualified,
fake or unwarranted entries from being created.
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Setting up RFI Template for Qualification Management
• Set a value for the POS: SM: Prospect Supplier Proxy Login User profile option.
• Define buyer security.
• Set up attribute groups and requirement sections.
• Set up negotiations configuration.
• Define negotiation terms and conditions.
• Define reusable attribute lists.
• Define reusable requirement lists.
• Define reusable invitation lists.
• Define negotiation styles.
• Define negotiation templates.
• Complete other Sourcing setups.
• Map RFI responses with user-defined attributes.
• Create evaluation team to evaluate supplier response.
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Defining Negotiation Styles

SLM uses three Negotiation Styles (which are not present in Sourcing):
• Supplier Registration and Pre-Qualification

• Supplier Qualitative Performance Evaluation
• Supplier Profile Audit
In case of Supplier Registration RFI template, use the predefined negotiation

style: “Supplier Registration and Pre-Qualification”.
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Mapping RFI Responses with User Defined Attributes

RFI responses by suppliers or internal users can be saved to the supplier‟s profile
We need to create mappings between the RFI and profile attributes.
Once these mappings have been established, responses will be synchronized with Supplier‟s profile when
both these conditions are met:
• “Prospective Supplier Registration” or “New Supplier Request” is approved.

• Corresponding Supplier Registration and Pre-Qualification RFI status is „Completed‟.
Manual Mapping:
• Mapping RFI Requirements and Category Line Attributes with Supplier Profile attributes.
• Mapping RFI Item Lines with Item Supplier Profile attributes.
Elements in the RFI that don’t need to be mapped manually:

• RFI Contracts to Contracts in Supplier Profile.
• RFI Deliverables to Deliverables in Supplier Profile.
• Approved Category lines in RFI to Approved Supplier List (ASL).
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Category ASL Entry

(PRODUCTION.MONITOR)
is created from the RFI
151641 for Supplier:
Advanced Network Devices
DEMO
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
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• Using SLM, a buying organization can perform compliance and

profile audits to gather additional information from suppliers on a
periodic basis.
• The buying organization can gather certifications, quality

controls, cost effectiveness measures, customer support
services, or any other information relevant to their business
processes.
• The buying organization can set up an internal evaluation team

to verify that the certifications are valid and in compliance with
their corporate compliance policy after supplier provided the
requested information.
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Steps:
• Buyer creates RFI with predefined negotiation style “Supplier Profile Audit”
• Adds requirements, contract clauses and deliverables to gather compliance and quality
standard certifications
• Maps each requirement to UDAs in the supplier‟s profile
• Adds existing suppliers to RFI
• Creates evaluation team to delegate the task of verification and evaluation of supplier
responses to an internal team from various departments
• Publishes RFI
• Supplier logs in and creates response to the RFI
• Supplier Provides mandatory deliverables
• Supplier Submits response
• Supplier Management Administrator views, closes the RFI and Completes the RFI
• Now Supplier Management Administrator Searches Supplier Profile for gathered information
using basic or advanced Search
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Compliance and Profile Audits:
Example
User-Defined Attribute Name RFI Requirements
Quality Policy and Compliance (Char) Does your organization have well defined Quality Policy that is followed
through quality procedures as per standards?
Periodic Quality Process Auditing (Char) Is there a Quality process audit system is in place like internal and
external audits etc. on periodic basis.
4M Management (Char) Is there a 4M (Man, Method, Machine, and Material) management
system well in place that informs customers about any 4M changes
along with proper inspection?
Supplier Profile showing Quality Policy User Defined Attribute
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
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• Using SLM, you can evaluate supplier performance and gather

key performance metrics
• Supplier Performance Evaluation is an internal process, where

you invite experts within various departments to provide
evaluation of suppliers that they deal with.
• Suppliers are not invited in this process
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Steps:
• Create RFI with negotiation style “Supplier Performance Evaluation”
• Add internal requirements to gather supplier performance evaluations from internal
users
• Map requirements, section scores and total scores to UDAs in the supplier‟s profile
• Add existing suppliers to RFI.
• Create evaluation team with members from various departments
• Publishes RFI
• Evaluator logs in and creates response to the RFI and Submits response
• Admin reviews evaluator responses and close the RFI
• Lock Scoring to close further analysis and evaluation.
• Completes the RFI
• Searches Supplier Profile for gathered information using basic or advanced Search
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RFI Requirements for performance evaluation
New
Supplier
Profile
shows
Performance
Evaluation
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
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• One of the key elements of the SLM is enhanced

communication between suppliers and buyers.
• SLM generates a large number of notifications that

appear throughout the Supplier Lifecycle.
• SLM has a notification framework that allows

administrators to easily enable or disable notifications
system-wide.
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Notifications Related to Supplier
Profile and Registration
• From the Suppliers Home page, click the Administration tab
• On the Administration page, click "Registration" sub tab
• Click on Notification Subscription Setup from the side panel
• On the Notification Subscription page click on Add Subscriptions button
• Find users who you wish to subscribe to notifications
• Select notifications that apply to your business processes
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Agenda

360° Supplier View
Supplier Search
• Troubleshooting
64
Tables Used In SLM
Table Name Use
Prosepctive Suppliers
POS_SUPPLIER_REGISTRATIONS Supplier Header Information
POS_ADDRESS_REQUESTS Supplier Address
POS_CONTACT_REQUESTS Supplier Contacts
Registered Suppliers
AP_SUPPLIERS Supplier Information
AP_SUPPLIER_SITES Supplier Sites
HZ_PARTY_SITES, HZ_LOCATIONS Supplier Address
HZ_RELATIONSHIPS, HZ_PARTIES Supplier Contacts
Supplier Users
POS_SUPPLIER_USERS_V (View) Registered Supplier Users
On-Boarding Configuration
POS_SUP_ONBOARD_CONFIG On-Boarding Configuration for Supplier Registration
Negotitation Details
PON_AUCTION_HEADERS_ALL Negotitation Headers
PON_AUCTION_ITEM_PRICES_ALL Negotitation Lines
PON_NEG_TEAM_MEMBERS Negotitation Collaboration Team Members
PON_AUCTION_ATTRIBUTES Negotitation Attribute Lists
PON_AUCTION_ATTR_MAPPING_B Negotitation Attribute Mapping
PON_ATTRIBUTE_SCORES Negotitation Attribute Scores
Others
PON_NEGOTIATION_STYLES_TL Negotitation Styles
PON_AUCTION_TEMPLATES Negotitation Templates
PON_ATTRIBUTE_LISTS Reusable Attribute Lists
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Troubleshooting
Issue Solution
Simple Search doesn‟t return any POS: SM: Default Role for Internal Users with a role having „View Supplier‟ privilege, such as the
results pre-defined “Standard Buyer” or any new self-created roles with “View Supplier” privilege.
Cannot find RFI Template in The RFI Template does not have the negotiation control „Supplier Registration and Pre
Onboarding Configuration Qualification in RFI‟ enabled. OR The RFI Template is created for a different Operating Unit than
the Operating Unit selected in the Onboarding Configuration
New Supplier Request page does not The profile option „POS: SM: Enable Supplier Profile Management Extension‟ is not set to Yes
have the „Apply Template‟ button
Prospective supplier user cannot create The profile option POS: SM: Prospect Supplier Proxy Login User is not setup correctly
RFI response
Few KM Notes related to SLM

1. How To Install Supplier HUB and Supplier Lifecycle Management (Doc ID 1332360.1)
2. Prospective Supplier Is Kicked Out With Error On UserInfoVO When Pressing „View RFI‟ Button (Doc ID 1302845.1)
3. How To Remove Buttons 'Notify All Suppliers', 'Register New Supplier' And 'Create Supplier' From Prospective Supplier Registration Page?
(Doc ID 1305989.1)
4. Unable To Approve The Supplier In The Supplier Lifecycle Management (Doc ID 1317604.1)
5. Prospective Supplier View Response Shows No Response (Doc ID 1305204.1)
6. Prospective Supplier 'View RFI' Gives Error: Unable To Obtain Row For User From UserInfoVO (Doc ID 1286642.1)
7. Total Score For The RFI Does Not Include The Scoring For Requirement List Questions Marked Internal (Doc ID 1304821.1)
8. Bank Account Not Getting Attached To Multiple Sites Via Integrated Supplier Import Program (Doc ID 1352292.1)
9. What is the Purpose of Global Descriptive Flexfields in the Vendor Sites View? (Doc ID 1316382.1)
10. Not Able To See City Details In Address Book In Supplier Management Administrator (Doc ID 1333093.1)
66
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© 2009 Oracle Corporation – Proprietary and Confidential

• Presentation – approximately 45 minutes

• Web attendees can ask questions via Q&A panel

• Listen only mode

Teleconference Connect details: