Difference between revisions of "Supplier Database for SRM Roles"

Latest revision as of 02:08, 4 April 2014

Supplier Database Functionalities[edit]

• Central directory of all essential supplier company information
• Sales turnover overview per material group and procurement department for the current financial year
• Valid certificates
• Contact database for all multiple contacts
• Memo database for upcoming evaluations

Supplier Database[edit]

To access the supplier database within the left hand menu select: Libraries -> Suppliers. Supplier database editing and viewing rights will differ dependent on user profile.

To access company details, click the following icon Open folder. If the database is dependent on a leading system (i.e. SAP) no new supplier companies can be created.

The database will be updated according to the interface update patterns and may include the following information from the ERP-System:

• Creditor master data
• Turnover data
• Quality data

All data coming from the ERP-System will be displayed as non-editable fields in the SRM.  

Supplier Search Filter[edit]

You can use the Filter functionality to search suppliers matching certain characteristics (material groups, country, etc.).

• Click Filter in order to set the criteria for your new filter, or to modify an existing filter.
• Click Apply to save the selections made and exit the filter editor.
• A warning message informing you that the default settings of the filter have been modified will be shown next to the filter’s name.
• Along with the options to save the new settings as a new filter, and the option to remove the selections and return to the settings of the system’s default filter(or even to your previously saved filter).
• Click Save filter as in order to save the new criteria set for your filter
• If you have saved a customized filter previously you will see it displayed in the list of available previous filters or you can save the options as a new separate filter. Click to apply your modifications.

You will see all the available filters in the “Filter” section when adding new entries to the supplier circle: in this case - the default filter, and the 3 new customized filters we have created.

• Click Delete filter in order to delete a filter. Please note you will be able to delete only those filter created by you, and that the system’s default filter cannot be deleted.

Significant Supplier Database Tabs[edit]

Company Information[edit]

To keep the general supplier data always up-to-date.

Documents / Certificates[edit]

All documents uploaded by the supplier can be viewed in the Documents tab; supplier uploaded certificates are view-able from the Certificates tab. Reminders can be set in the Certificates tab to inform the user via email before the certificate expiration date.