Implementing Oracle Supplier Management system setups depend on the features you are implementing. For example, you do not need to implement the Supplier Hub setups if you have not licensed Supplier Hub or Supplier Hub Add-On for Oracle E-Business Suite. Similarly, do not implement Supplier Lifecycle management setup steps if you are only looking for Supplier Hub features and have not purchased Supplier Lifecycle Management license. You will find a detailed feature list in the Setup Steps section.
If you are implementing Supplier Lifecycle Management in an existing Oracle E-Business Suite application installation where Oracle Sourcing and/or Oracle iSupplier Portal is already implemented, then certain setup steps mentioned would have been already implemented as part of those product implementations.
Similarly, if you are implementing Supplier Hub Add-On for Oracle E-Business Suite on an existing Oracle E-Business Suite application installation where Oracle Customer Data Hub is already implemented, then certain setup steps mentioned would have been already implemented as part of the product implementations.
Oracle Supplier Management leverages the setup and reference data managed in other E-Business Suite applications, especially iSupplier Portal, Sourcing, Procurement Contracts, Trading Community Architecture, Payables, and Purchasing. Therefore the implementation of Oracle Supplier Management requires implementing some portions of the above-mentioned E-Business Suite applications with respect to setup and managing Supplier entity. The Prerequisite step listed in the Implementation Steps table requires you to check the information in Appendix A, Implementing E-Business Suite for Oracle Supplier Management. If you have not implemented the required portions of the Oracle E-business Suite, then use the information in this appendix, along with the indicated product documentation, to perform the required implementation steps.
The following predefined responsibilities are available with Oracle Supplier Management:
| Responsibility Name | Description | Internal or External | Supplier Lifecycle Management | Supplier Hub | Supplier Hub Add-On for Oracle E-Business Suite | Supplier Hub Data Steward |
|---|---|---|---|---|---|---|
| Supplier Management Administrator | Allows buyer administrator to configure supplier registration, supplier profile, and supplier qualification and evaluation. | Internal | Yes | No | No | No |
| Supplier Management User | Allows buyer users to register suppliers, maintain supplier profiles, and perform supplier qualification and evaluation. | Internal | Yes | No | No | No |
| Supplier Profile and User Manager | Gives supplier users access to view and edit their company profile details. Allows supplier users to manage user accounts belonging to their company. | External | Yes | No | No | No |
| Supplier Profile, User and Task Manager | Gives supplier users access to view and edit their company profile details. Allows supplier users to manage user accounts belonging to their company and update tasks. | External | Yes | No | No | No |
| Supplier Profile Manager | Gives supplier users access to view and edit their company profile details. | External | Yes | No | No | No |
| Sourcing Supplier | Allows supplier users to view and respond to qualification and profile audit questionnaire (RFI) sent by Buyers, manage supplier deliverables and personal information | External | Yes | No | No | No |
| Supplier Data Librarian Super User | Allows buyer to perform setups for data consolidation and data quality management. | Internal | No | No | No | Yes |
| Supplier Data Librarian | Allows buyer to perform data consolidation and data quality management. | Internal | No | Yes | Yes | No |
The Administrator is responsible for setting up and maintaining the Oracle Supplier Management system. This includes many tasks such as initial system setup and customization , as well as creating extended supplier profile attributes, advanced search criteria templates and display formats applicable for all internal users, tools such as reusable requirement lists, reusable attribute lists, reusable invitation lists, qualification and evaluation templates. You can later update many values set at implementation time if necessary.
The Implementation Steps table identifies the steps necessary to implement Oracle Supplier Management. Various steps have been categorized based on the feature that they enable. Additional columns for Supplier Hub and Supplier Lifecycle Management specify if the step or category is required or optional for implementing those products respectively. The remainder of this chapter provides an expanded discussion of each implementation step.
| S. No. | Step | Supplier Lifecycle Management | Supplier Hub |
|---|---|---|---|
| Prerequisites | Required | Required | |
| General Setups | |||
| 1 | Assign responsibilities to internal users | Required | Required |
| 2 | Apply securing attributes to custom external responsibilities | Required (if custom responsibilities are defined) | Not applicable |
| 3 | Enable function security | Optional | Optional |
| 4 | Enable profile options | Required | Required |
| 5 | Auto-generate supplier number | Optional | Optional |
| 6 | Set up supplier - purchasing financials options | Optional | Optional |
| Implementing Supplier User Management | |||
| 1 | Flag external responsibilities | Required | Not applicable |
| 2 | Set default application responsibilities | Required | Not applicable |
| 3 | Set up web server URLs | Required | Not applicable |
| 4 | Create customized responsibilities for supplier management users | Optional | Not applicable |
| Implementing Supplier Profile Management | |||
| 1 | Implementing supplier management groups | Required | Required |
| Setting up Supplier Profile | |||
| 1 | Set up user defined attributes | Required | Required |
| 2 | Set up supplier type | Optional | Optional |
| 3 | Set up business diversity classifications | Required | Required |
| 4 | Set up products and services categories | Required | Required |
| 5 | Assign responsibilities to supplier users | Required | Not applicable |
| 6 | Set up profile access | Optional | Optional |
| 7 | Set up advanced search criteria and display format | Optional | Optional |
| 8 | Set up D&B enrichment | Not applicable | Optional |
| 9 | Set up terms and controls | Optional | Optional |
| 10 | Set up transactions view | Not applicable | Optional |
| 11 | Set up tasks and notes | Not applicable | Optional |
| 12 | Set up party relationships | Not applicable | Optional |
| Implementing Supplier Registration and Qualification Management | |||
| 1 | Set the default application responsibilities | Optional | Not applicable |
| 2 | Create striped registration page links | Optional | Not applicable |
| 3 | Set up RFI template for qualification management | Optional | Not applicable |
| 4 | Set up supplier registration on-boarding configuration | Optional | Not applicable |
| 5 | Set up supplier approval | Optional | Not applicable |
| 6 | Set up duplicate prevention | Not applicable | Optional |
| 7 | Set up supplier data enrichment | Not applicable | Optional |
| Implementing Supplier Compliance and Profile Audit | Optional | Not applicable | |
| Implementing Supplier Performance Management | Optional | Not applicable | |
| Setting up Oracle Trading Community Architecture | |||
| 1 | Setting up third party data integration | Not applicable | Optional |
| 2 | Setting up party merge | Not applicable | Optional |
| 3 | Setting up business events | Not applicable | Optional |
| 4 | Set up workflow directory synchronization | Not applicable | Optional |
| 5 | Set up real-time address validation | Not applicable | Optional |
| 6 | Set up relationship manager | Not applicable | Optional |
| 7 | Relationships | Not applicable | Optional |
| 8 | Classifications | Not applicable | Optional |
| 9 | Data Quality Management | Not applicable | Optional |
| 10 | Party Data Sharing Security | Not applicable | Optional |
| 11 | Adapters | Not applicable | Optional |
| 12 | Phones | Not applicable | Optional |
| 13 | Certification | Not applicable | Optional |
| 14 | Geography Hierarchy | Not applicable | Optional |
| Implementing Supplier Data Import and Source System Management | |||
| 1 | Set up source systems | Not applicable | Optional |
| 2 | Set up batch address validation | Not applicable | Optional |
| 3 | Set up batch duplicate identification | Not applicable | Optional |
| 4 | Set up bulk import | Not applicable | Optional |
| 5 | Set up spreadsheet import | Not applicable | Optional |
| Implementing Supplier Data Publication and Synchronization | |||
| 1 | APIs | Not applicable | Optional |
| 2 | Business events | Not applicable | Optional |
| 3 | Set up supplier profile report | Not applicable | Optional |
| Setting up Notification Subscriptions | Optional | Not applicable |
Complete the following general setups:
To assign responsibilities to internal users of Oracle Supplier Management, you must assign one of the following four Supplier Management responsibilities to users:
To assign one or more responsibilities to users:
If you have created custom responsibilities that will be assigned to supplier users, then you must include the securing attributes in your custom responsibility definition. For details of this section, refer to the 'Apply Securing Attributes to Custom Responsibilities' section in Oracle iSupplier Portal Implementation Guide.
Oracle Supplier Management restricts access using function security. The application is delivered with several predefined responsibilities as mentioned in the section “Assign Responsibilities to Internal Users” section above. By default, these predefined responsibilities have access to all functions and standard pages that are appropriate for the responsibility (see Responsibilities in Implementation Prerequisites topic in Oracle Supplier Management Implementation and Administration Guide for descriptions of these predefined responsibilities). However, when appropriate, you can use function security exclusions to restrict users of the responsibility from certain menus (tabs) or functions (sub-tabs).
There are two types of function security exclusions:
You can also create custom responsibilities by including applicable menus and functions. For details on Supplier Management menus, use the Functional Administrator responsibility and click on Core Services tab and go to the Menus sub tab. Search for the menus related to Supplier Management responsibilities. View the menus and functions hierarchy to select menus and job functions to assign to your custom responsibility. See Oracle Applications System Administrator's Guide for instructions on defining a new responsibility.
Supplier Management Administrator and Supplier Data Librarian Super User responsibilities have the Administration tab, which allow the user to perform administrative tasks that are not available from Supplier Management User and Supplier Data Librarian responsibilities. For example, Supplier Management Administrator can create attribute groups from the Administration tab, which is not visible to Supplier Management User. Similarly, Supplier Data Librarian Super User can create attribute groups, create classifications, party relationships, and define source systems from the Administration tab, which is not visible to Supplier Data Librarian.
The profile categories indicate the applicable functional areas. The following table displays the profile categories and the profile options that belong to each.
You have the option to enter your supplier numbers – unique supplier identification number - manually or enable Oracle Supplier Management to automatically generate sequential supplier numbers. You can change the number entry method at any time.
To set up the method of entering supplier numbers, see Payables System Setup in Oracle Payables Implementation Guide.
If you have Oracle Purchasing, then Supplier Management uses the options you define in the Purchasing Financial Options region, except for Inventory Organization, as default values for the Purchasing region of the Suppliers profile. The supplier values default to new supplier sites for the supplier, which default to new purchasing documents for the supplier site. For configuring the Purchasing Financial Options, see Supplier – Purchasing Financials Options in Oracle Payables Implementation Guide.