Supplier Database Record Action Buttons

Introduction

The aim of this article is to provide functionality explanations for each button in "Supplier Database" application of SynerTrade system.

Record Action Buttons

New sub company

This action creates another company connected to the selected company as a sub-element.

New contact

New supplier users can be added through this button. One company can have many supplier users.

Collection of supplier information

The system provides a mechanism to collect additional information from the supplier, such as certificates, sustainability questionnaire, information collection, Basket (for development: only 3rd level is selectable), the name of the user who is starting the process and the start date and time of the project. This button was created for a specific company's on-boarding.

Send email

By this button, user sends email to the suppliers, directly from "Supplier Database". The function is implemented, in order to remind the suppliers manually to fill their information sheet. Only the users, who have the right roles, can send emails.

Open company details

All the company’s information, contacts, ERP and etc. would be visible, by clicking on this button. Alternatively, the user can click on the row, which the company’s name is visible, and go through the same page.

Delete

The supplier company can be deleted.

Cut

The user can move a sub-company from a parent to another parent.

Copy selected supplier to clipboard

The function is useful for the RFX and Auction apps. The client can use the button to copy suppliers to RFX (Tender) and Action inside "Supplier Circle" tab. With a copy action, the selected elements are copied to the clipboard. The clipboard is a logical place within the application server memory, wherein the information of copied elements is stored within one session for each user. For each copied element, the ID of the element, the type of element and the user who has triggered that action, are stored.

Set registration status

Set registration status helps the buyer to change the status of a company in any status, if the company is not involved in an active workflow.

History

All the changes, regarding the selected supplier company, are tracked and visible here. The history however, will be deleted after some days, so that "Supplier Database" would not slow down.

Show supplier family

The information of the values is used to display the hierarchical levels in a graphical way. There is no consideration made regarding the ownership of the companies though.

Show map

The company’s location is pinned on a world map.

Export supplier data

All the information tabs regarding the company, which are stated in the “Company detail”, appear in a matrix pop up and the user can select which information to choose and then click on “Apply”. Afterwards, the selected data will be shown in an excel sheet.

Send to ERP

It is a supplier export interface. With this button, supplier can be exported from accelerate to the customer’s platform. By clicking on it, the data of the company is sent to SAP. Only one company can be sent at a time.

Go to GU-DUNS report

The page takes the user to GU-DUNS report which is a listing of ongoing contracts for each of the suppliers’ subsidiaries.

Assign supplier entry sheet

When this button clicked, a pop-up displays, where the questionnaire and the process frequency can be assigned to a supplier. The action is available only per supplier. The process is made in 2 steps: the first is the questionnaire assignment to the supplier and the second is the process frequency selection. Only active questionnaire will be available for assignment. The process frequency controls the frequency of the email, which is sent out to the supplier. After these 2 steps, the user is redirected to a page where the contacts of the selected supplier company will be displayed. After all these managements, the user is redirected to “Supplier entry sheet” with a list containing "Local ERP Number", "Supplier Company", "Questionnaire name" and "Process frequency".

Create Favorite suppliers

Each supplier company can be marked as favorite supplier and the list is accessible for the buyer users to see all the favorite suppliers.

Send request assessment

This button sends an assessment request, in order to provide a standard, out of the shelf integration of the customers with "EcoVadis". "EcoVadis" provides purchasing departments of companies with scores about responsible procurement (environment, labor practices...).

Print

By clicking on print, many information such as “Company information”, “Commercial key account”, “Company profile”, “Company turnover”, “Further information”, “References”, “Strategic business unit”, “Manufacturing sites”, “Geographical Zone”, “Material Group Assignment”, “Country and Category Assignment”, “Certificate Overview”, “Company contacts” and “Finalization” display on the screen and can be printed.

Update from SAP

The data from the selected supplier will be updated through the received information from SAP system.

Access to E-Attestation scorecard

E-Attestations.com (ex Certicorps) is a French publisher company of e-Certificates software and innovative online solution (SaaS) to simplify and secure relationships between contractors and suppliers on public and private markets. The advantage for the clients is to have all available information regardig suppliers, in one unique place. Scorecard contains dates for “Presentation”, “Contract Status”, “Supplier contact” and “Document Status”.

Access to E-Attestation dashboard

This button opens up the home page of E-Attestation platform (where dashboards are displayed). This access works only for users who has already an account in E-Attestation via SSO (Single Sign On) connection. When accessing the E-Attestation platform, the user can also search for the same supplier scorecard.