Create a supplier document configuration
Create a supplier document configuration to define when to run the configuration, who can view the upload request and upload the documents, and whether to send notifications when documents are uploaded or have expired.
[Omitted video] Description: Create a supplier document configuration
Before you begin
Role required: sn_slm.manager or sn_slm.admin
Procedure
- Do one of the following.
| To | Do This |
|---|---|
| Create a document configuration from the Platform UI | Navigate to All > Supplier Lifecycle Operations > Administration > Document Configuration |
| Create a document configuration from the Source-to-Pay Workspace |
|
Select New.
On the form, fill in the fields.
Field Description Name The name you assign to the configuration. Application The application containing this record. In this case, it displays the default application, which is Supplier Collaboration Portal. Order The order in which you want this configuration to be displayed in the list of orders. Assign a numeric value in multiples of 100. Active Option to decide if this configuration is in use. Description A brief description of the configuration. Select the Run condition tab and fill in the fields.
Selected Run condition tab.
| Field | Description |
|---|---|
| When to run | When you want the configuration to run. The choices are:- On demand: The configuration runs when you select Execute Now on the Supplier Document Configuration form. You can use this option to run the configuration immediately without waiting for the other run conditions to be met. For more information, see Manually run a supplier document configuration.
|
| Supplier condition | Specify when the configuration must run when specific conditions are met. |
| Advanced | Option to use a script to specify when the configuration is run. |
- Select the Upload preferences tab and fill in the fields.
Selectd Upload preferences tab.
| Field | Description |
|---|---|
| Required from | Specify who must upload the document. The choices are:- Anyone: Requires any one of the supplier contacts to upload the required document. With this option, the supplier contact can upload a document from the Document widget on the My Company page of the Supplier Collaboration Portal. For more information, see Manage documents from the Supplier Collaboration Portal.
The Generate task for field becomes available if you select Everyone in the Required from field. Select Yes in the Generate task for field to generate the Upload Document task for each supplier contact. With this option, the supplier contact can upload the document from either of these locations in the Supplier Collaboration Portal:
For more information, see Manage documents from the Supplier Collaboration Portal. |
- Select the Manage access tab and fill in the fields.
Selected Manage access tab.
|Field|Description|
|-----|-----------|
|View access|Users with this access can only read the document.|
|Upload/Update access|Users with this access can update and upload the document.|
|Admin access|Users with this access can read, update, and upload the document.|
**Note:** On the **Manage access** tab, assign access to users or user groups based on the user criteria permissions.
- Select the Notification tab and fill in the fields.
Selected Notification tab.
| Field | Description |
|---|---|
| Notify on upload | Controls whether a notification is sent when a document is uploaded. The options are:- Yes - No |
| Whom to notify on upload | The user that you want to notify when the document is uploaded.This field becomes available only if you select Yes in the Notify on upload field. Search for the users using the search icon in the Select target record field. |
| Notify on expiry | Controls whether a notification is sent when a document expires. The options are:- Yes - No |
| Whom to notify on expiration | The user that you want to notify when the document expires.This field becomes available only if you select Yes in the Notify on expiry field. Search for the users using the search icon in the Select target record field. |
Select Save to remain on the Supplier Document Configuration form.
Note: The Suppliers related list displays all the suppliers for whom the supplier document configuration is applicable.
In the Supplier Document Types related list, select New.
Note: If you want to create a supplier document type from the Source-to-Pay Workspace, do the following:
- Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
- Select the list icon (
List icon.\) and navigate to **Lists** > **Administration** > **Document Configuration**.
3. Open a supplier document configuration, select the **Supplier Document Types** tab, and then select **New**.
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | The name for the document type. |
| Type | The type of the document. The choices are:- Policy - Guideline - Procedure - Contract |
| Document Configuration | The document configuration that you want to associate the document type with. |
| Order | The order in which you want the configuration to be displayed in the list of orders. Assign a numeric value in multiples of 100. |
| Days to expiry | Number of days before the document expires.Note: After a document expires, a notification is sent to the users stating that the document has expired and a new version of the document must be uploaded. The notification is sent only if the Notify on expiry field is set to Yes. The notification is sent to the users you specify in the Whom to notify on expiration field. After a document expires, it is marked as Expired in the Documents widget in the Supplier Collaboration Portal. The Expired marking is removed when you upload an updated version of that document. |
| Template | Option that enables you to attach a template that specifies the expected format of the document to upload.Select the Manage Attachments icon \( Image omitted: attachments-icon.png Add attachments icon.\) to attach a template. |
| Description | A brief description of the document type. |
On the Upload preferences, Manage access, and Notification tabs, specify the values that you want the document type to use.
Note: The field values that you set in these tabs override the field values that you set in the corresponding tabs for the document configuration you associate this document type with.
Select Submit.
Parent Topic:Supplier Document Management
Related topics
Manually run a supplier document configuration
Configure document expiration monitoring attributes