informatica mdm - supplier 360 - 10.1.0 - user guide ... documentation/5/s360... · 1 supplier 360...

43
Informatica MDM - Supplier 360 (Version 10.1.0) User Guide

Upload: dangduong

Post on 03-Mar-2019

235 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Informatica MDM - Supplier 360(Version 10.1.0)

User Guide

Page 2: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Informatica MDM - Supplier 360 User Guide

Version 10.1.0April 2016

© Copyright Informatica LLC 2015, 2016

This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. This Software may be protected by U.S. and/or international Patents and other Patents Pending.

Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013©(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14 (ALT III), as applicable.

The information in this product or documentation is subject to change without notice. If you find any problems in this product or documentation, please report them to us in writing.

Informatica, Informatica Platform, Informatica Data Services, PowerCenter, PowerCenterRT, PowerCenter Connect, PowerCenter Data Analyzer, PowerExchange, PowerMart, Metadata Manager, Informatica Data Quality, Informatica Data Explorer, Informatica B2B Data Transformation, Informatica B2B Data Exchange Informatica On Demand, Informatica Identity Resolution, Informatica Application Information Lifecycle Management, Informatica Complex Event Processing, Ultra Messaging and Informatica Master Data Management are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners.

Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies. All rights reserved. Copyright © Sun Microsystems. All rights reserved. Copyright © RSA Security Inc. All Rights Reserved. Copyright © Ordinal Technology Corp. All rights reserved.Copyright © Aandacht c.v. All rights reserved. Copyright Genivia, Inc. All rights reserved. Copyright Isomorphic Software. All rights reserved. Copyright © Meta Integration Technology, Inc. All rights reserved. Copyright © Intalio. All rights reserved. Copyright © Oracle. All rights reserved. Copyright © Adobe Systems Incorporated. All rights reserved. Copyright © DataArt, Inc. All rights reserved. Copyright © ComponentSource. All rights reserved. Copyright © Microsoft Corporation. All rights reserved. Copyright © Rogue Wave Software, Inc. All rights reserved. Copyright © Teradata Corporation. All rights reserved. Copyright © Yahoo! Inc. All rights reserved. Copyright © Glyph & Cog, LLC. All rights reserved. Copyright © Thinkmap, Inc. All rights reserved. Copyright © Clearpace Software Limited. All rights reserved. Copyright © Information Builders, Inc. All rights reserved. Copyright © OSS Nokalva, Inc. All rights reserved. Copyright Edifecs, Inc. All rights reserved. Copyright Cleo Communications, Inc. All rights reserved. Copyright © International Organization for Standardization 1986. All rights reserved. Copyright © ej-technologies GmbH. All rights reserved. Copyright © Jaspersoft Corporation. All rights reserved. Copyright © International Business Machines Corporation. All rights reserved. Copyright © yWorks GmbH. All rights reserved. Copyright © Lucent Technologies. All rights reserved. Copyright (c) University of Toronto. All rights reserved. Copyright © Daniel Veillard. All rights reserved. Copyright © Unicode, Inc. Copyright IBM Corp. All rights reserved. Copyright © MicroQuill Software Publishing, Inc. All rights reserved. Copyright © PassMark Software Pty Ltd. All rights reserved. Copyright © LogiXML, Inc. All rights reserved. Copyright © 2003-2010 Lorenzi Davide, All rights reserved. Copyright © Red Hat, Inc. All rights reserved. Copyright © The Board of Trustees of the Leland Stanford Junior University. All rights reserved. Copyright © EMC Corporation. All rights reserved. Copyright © Flexera Software. All rights reserved. Copyright © Jinfonet Software. All rights reserved. Copyright © Apple Inc. All rights reserved. Copyright © Telerik Inc. All rights reserved. Copyright © BEA Systems. All rights reserved. Copyright © PDFlib GmbH. All rights reserved. Copyright © Orientation in Objects GmbH. All rights reserved. Copyright © Tanuki Software, Ltd. All rights reserved. Copyright © Ricebridge. All rights reserved. Copyright © Sencha, Inc. All rights reserved. Copyright © Scalable Systems, Inc. All rights reserved. Copyright © jQWidgets. All rights reserved. Copyright © Tableau Software, Inc. All rights reserved. Copyright© MaxMind, Inc. All Rights Reserved. Copyright © TMate Software s.r.o. All rights reserved. Copyright © MapR Technologies Inc. All rights reserved. Copyright © Amazon Corporate LLC. All rights reserved.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/), and/or other software which is licensed under various versions of the Apache License (the "License"). You may obtain a copy of these Licenses at http://www.apache.org/licenses/. Unless required by applicable law or agreed to in writing, software distributed under these Licenses is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the Licenses for the specific language governing permissions and limitations under the Licenses.

This product includes software which was developed by Mozilla (http://www.mozilla.org/), software copyright The JBoss Group, LLC, all rights reserved; software copyright © 1999-2006 by Bruno Lowagie and Paulo Soares and other software which is licensed under various versions of the GNU Lesser General Public License Agreement, which may be found at http:// www.gnu.org/licenses/lgpl.html. The materials are provided free of charge by Informatica, "as-is", without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose.

The product includes ACE(TM) and TAO(TM) software copyrighted by Douglas C. Schmidt and his research group at Washington University, University of California, Irvine, and Vanderbilt University, Copyright (©) 1993-2006, all rights reserved.

This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit (copyright The OpenSSL Project. All Rights Reserved) and redistribution of this software is subject to terms available at http://www.openssl.org and http://www.openssl.org/source/license.html.

This product includes Curl software which is Copyright 1996-2013, Daniel Stenberg, <[email protected]>. All Rights Reserved. Permissions and limitations regarding this software are subject to terms available at http://curl.haxx.se/docs/copyright.html. Permission to use, copy, modify, and distribute this software for any purpose with or without fee is hereby granted, provided that the above copyright notice and this permission notice appear in all copies.

The product includes software copyright 2001-2005 (©) MetaStuff, Ltd. All Rights Reserved. Permissions and limitations regarding this software are subject to terms available at http://www.dom4j.org/ license.html.

The product includes software copyright © 2004-2007, The Dojo Foundation. All Rights Reserved. Permissions and limitations regarding this software are subject to terms available at http://dojotoolkit.org/license.

This product includes ICU software which is copyright International Business Machines Corporation and others. All rights reserved. Permissions and limitations regarding this software are subject to terms available at http://source.icu-project.org/repos/icu/icu/trunk/license.html.

This product includes software copyright © 1996-2006 Per Bothner. All rights reserved. Your right to use such materials is set forth in the license which may be found at http:// www.gnu.org/software/ kawa/Software-License.html.

This product includes OSSP UUID software which is Copyright © 2002 Ralf S. Engelschall, Copyright © 2002 The OSSP Project Copyright © 2002 Cable & Wireless Deutschland. Permissions and limitations regarding this software are subject to terms available at http://www.opensource.org/licenses/mit-license.php.

This product includes software developed by Boost (http://www.boost.org/) or under the Boost software license. Permissions and limitations regarding this software are subject to terms available at http:/ /www.boost.org/LICENSE_1_0.txt.

This product includes software copyright © 1997-2007 University of Cambridge. Permissions and limitations regarding this software are subject to terms available at http:// www.pcre.org/license.txt.

This product includes software copyright © 2007 The Eclipse Foundation. All Rights Reserved. Permissions and limitations regarding this software are subject to terms available at http:// www.eclipse.org/org/documents/epl-v10.php and at http://www.eclipse.org/org/documents/edl-v10.php.

Page 3: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

This product includes software licensed under the terms at http://www.tcl.tk/software/tcltk/license.html, http://www.bosrup.com/web/overlib/?License, http://www.stlport.org/doc/ license.html, http://asm.ow2.org/license.html, http://www.cryptix.org/LICENSE.TXT, http://hsqldb.org/web/hsqlLicense.html, http://httpunit.sourceforge.net/doc/ license.html, http://jung.sourceforge.net/license.txt , http://www.gzip.org/zlib/zlib_license.html, http://www.openldap.org/software/release/license.html, http://www.libssh2.org, http://slf4j.org/license.html, http://www.sente.ch/software/OpenSourceLicense.html, http://fusesource.com/downloads/license-agreements/fuse-message-broker-v-5-3- license-agreement; http://antlr.org/license.html; http://aopalliance.sourceforge.net/; http://www.bouncycastle.org/licence.html; http://www.jgraph.com/jgraphdownload.html; http://www.jcraft.com/jsch/LICENSE.txt; http://jotm.objectweb.org/bsd_license.html; . http://www.w3.org/Consortium/Legal/2002/copyright-software-20021231; http://www.slf4j.org/license.html; http://nanoxml.sourceforge.net/orig/copyright.html; http://www.json.org/license.html; http://forge.ow2.org/projects/javaservice/, http://www.postgresql.org/about/licence.html, http://www.sqlite.org/copyright.html, http://www.tcl.tk/software/tcltk/license.html, http://www.jaxen.org/faq.html, http://www.jdom.org/docs/faq.html, http://www.slf4j.org/license.html; http://www.iodbc.org/dataspace/iodbc/wiki/iODBC/License; http://www.keplerproject.org/md5/license.html; http://www.toedter.com/en/jcalendar/license.html; http://www.edankert.com/bounce/index.html; http://www.net-snmp.org/about/license.html; http://www.openmdx.org/#FAQ; http://www.php.net/license/3_01.txt; http://srp.stanford.edu/license.txt; http://www.schneier.com/blowfish.html; http://www.jmock.org/license.html; http://xsom.java.net; http://benalman.com/about/license/; https://github.com/CreateJS/EaselJS/blob/master/src/easeljs/display/Bitmap.js; http://www.h2database.com/html/license.html#summary; http://jsoncpp.sourceforge.net/LICENSE; http://jdbc.postgresql.org/license.html; http://protobuf.googlecode.com/svn/trunk/src/google/protobuf/descriptor.proto; https://github.com/rantav/hector/blob/master/LICENSE; http://web.mit.edu/Kerberos/krb5-current/doc/mitK5license.html; http://jibx.sourceforge.net/jibx-license.html; https://github.com/lyokato/libgeohash/blob/master/LICENSE; https://github.com/hjiang/jsonxx/blob/master/LICENSE; https://code.google.com/p/lz4/; https://github.com/jedisct1/libsodium/blob/master/LICENSE; http://one-jar.sourceforge.net/index.php?page=documents&file=license; https://github.com/EsotericSoftware/kryo/blob/master/license.txt; http://www.scala-lang.org/license.html; https://github.com/tinkerpop/blueprints/blob/master/LICENSE.txt; and http://gee.cs.oswego.edu/dl/classes/EDU/oswego/cs/dl/util/concurrent/intro.html.

This product includes software licensed under the Academic Free License (http://www.opensource.org/licenses/afl-3.0.php), the Common Development and Distribution License (http://www.opensource.org/licenses/cddl1.php) the Common Public License (http://www.opensource.org/licenses/cpl1.0.php), the Sun Binary Code License Agreement Supplemental License Terms, the BSD License (http:// www.opensource.org/licenses/bsd-license.php), the new BSD License (http://opensource.org/licenses/BSD-3-Clause), the MIT License (http://www.opensource.org/licenses/mit-license.php), the Artistic License (http://www.opensource.org/licenses/artistic-license-1.0) and the Initial Developer’s Public License Version 1.0 (http://www.firebirdsql.org/en/initial-developer-s-public-license-version-1-0/).

This product includes software copyright © 2003-2006 Joe WaInes, 2006-2007 XStream Committers. All rights reserved. Permissions and limitations regarding this software are subject to terms available at http://xstream.codehaus.org/license.html. This product includes software developed by the Indiana University Extreme! Lab. For further information please visit http://www.extreme.indiana.edu/.

This product includes software Copyright (c) 2013 Frank Balluffi and Markus Moeller. All rights reserved. Permissions and limitations regarding this software are subject to terms of the MIT license.

See patents at https://www.informatica.com/legal/patents.html.

DISCLAIMER: Informatica Corporation provides this documentation "as is" without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of noninfringement, merchantability, or use for a particular purpose. Informatica Corporation does not warrant that this software or documentation is error free. The information provided in this software or documentation may include technical inaccuracies or typographical errors. The information in this software and documentation is subject to change at any time without notice.

NOTICES

This Informatica product (the "Software") includes certain drivers (the "DataDirect Drivers") from DataDirect Technologies, an operating company of Progress Software Corporation ("DataDirect") which are subject to the following terms and conditions:

1.THE DATADIRECT DRIVERS ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

2. IN NO EVENT WILL DATADIRECT OR ITS THIRD PARTY SUPPLIERS BE LIABLE TO THE END-USER CUSTOMER FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF THE USE OF THE ODBC DRIVERS, WHETHER OR NOT INFORMED OF THE POSSIBILITIES OF DAMAGES IN ADVANCE. THESE LIMITATIONS APPLY TO ALL CAUSES OF ACTION, INCLUDING, WITHOUT LIMITATION, BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND OTHER TORTS.

Part Number: S360-UG-101000-001

Page 4: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Product Availability Matrixes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 1: Introduction to Informatica MDM - Supplier 360. . . . . . . . . . . . . . . . . . . . . . 8Informatica MDM Supplier 360 Application Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Supplier Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Supplier Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Product Information Management Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2: Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Getting Started Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Log in to Informatica Data Director. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

S360 User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Header. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Start Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Task Manager Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Data Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Language Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Working with the Task Inbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Open a Supplier Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Claiming a Task and Opening a Supplier Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Finding and Opening a Supplier Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Working in the Data Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Supplier 360 Dashboard View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Next Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Chapter 3: Supplier Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Supplier Profiles Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Suppliers Apply on the Supplier Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Business Managers Create Supplier Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Creating a Supplier Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

4 Table of Contents

Page 5: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Supplier Profiles Generated from Source Systems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Inviting Suppliers to Register on the Supplier Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 4: Supplier Qualification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Supplier Qualification Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Qualification Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Reviewing a Supplier Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Approving a Supplier Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Declining a Supplier Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Chapter 5: Supplier Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Supplier Management Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

The Change Approval Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Editing a Supplier Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Viewing Supplier Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Onboarding Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Deactivating a Supplier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Reactivating a Deactivated Supplier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Creating Hierarchical Relationships Among Suppliers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Sending an Update for Approval. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Reviewing an Updated Supplier Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Uploading Product Catalogs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Deleting a Supplier Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Chapter 6: Communication with Suppliers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Communication with Suppliers Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Notifications and Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Types of Supplier Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Creating a Supplier Alert. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Chapter 7: Supplier Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Supplier Portal Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Supplier Portal Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Supplier Portal Online Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Adding Product-Related Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Supplier Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Supplier Profile Edit Privileges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Table of Contents 5

Page 6: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

PrefaceThis guide is intended for business managers responsible for supplier onboarding, supplier qualification, and ongoing supplier relationship management.

Informatica Resources

Informatica NetworkInformatica Network hosts Informatica Global Customer Support, the Informatica Knowledge Base, and other product resources. To access Informatica Network, visit https://network.informatica.com.

As a member, you can:

• Access all of your Informatica resources in one place.

• Search the Knowledge Base for product resources, including documentation, FAQs, and best practices.

• View product availability information.

• Review your support cases.

• Find your local Informatica User Group Network and collaborate with your peers.

Informatica Knowledge BaseUse the Informatica Knowledge Base to search Informatica Network for product resources such as documentation, how-to articles, best practices, and PAMs.

To access the Knowledge Base, visit https://kb.informatica.com. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team at [email protected].

Informatica DocumentationTo get the latest documentation for your product, browse the Informatica Knowledge Base at https://kb.informatica.com/_layouts/ProductDocumentation/Page/ProductDocumentSearch.aspx.

If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at [email protected].

6

Page 7: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Informatica Product Availability MatrixesProduct Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types of data sources and targets that a product release supports. If you are an Informatica Network member, you can access PAMs at https://network.informatica.com/community/informatica-network/product-availability-matrices.

Informatica VelocityInformatica Velocity is a collection of tips and best practices developed by Informatica Professional Services. Developed from the real-world experience of hundreds of data management projects, Informatica Velocity represents the collective knowledge of our consultants who have worked with organizations from around the world to plan, develop, deploy, and maintain successful data management solutions.

If you are an Informatica Network member, you can access Informatica Velocity resources at http://velocity.informatica.com.

If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional Services at [email protected].

Informatica MarketplaceThe Informatica Marketplace is a forum where you can find solutions that augment, extend, or enhance your Informatica implementations. By leveraging any of the hundreds of solutions from Informatica developers and partners, you can improve your productivity and speed up time to implementation on your projects. You can access Informatica Marketplace at https://marketplace.informatica.com.

Informatica Global Customer SupportYou can contact a Global Support Center by telephone or through Online Support on Informatica Network.

To find your local Informatica Global Customer Support telephone number, visit the Informatica website at the following link: http://www.informatica.com/us/services-and-training/support-services/global-support-centers.

If you are an Informatica Network member, you can use Online Support at http://network.informatica.com.

Preface 7

Page 8: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

C H A P T E R 1

Introduction to Informatica MDM - Supplier 360

This chapter includes the following topics:

• Informatica MDM Supplier 360 Application Overview, 8

• Supplier Management, 10

• Supplier Portal, 10

• Product Information Management Integration, 10

Informatica MDM Supplier 360 Application OverviewInformatica MDM Supplier 360 (S360) provides clean, consistent, and connected information about suppliers. Business managers use this master supplier data to make better business decisions about suppliers and to implement processes that can save the organization money.

With S360, business users can achieve the following goals:

• Automate supplier applications and profile maintenance with the Supplier Portal.

• Streamline the supplier onboarding and qualification processes.

• Centralize data about suppliers in a master database.

• Enrich supplier data with related information, such as compliance documents, for a true 360 degree view of a supplier.

• Reflect relationships among suppliers, parent companies, subsidiaries, and subsuppliers.

• Alert business managers to existing and upcoming compliance issues.

• Analyze suppliers based on attributes, such as performance, location, products, services, and invoices.

• Connect supplier data with the supplier product catalogs.

• Distribute trustworthy supplier data to business applications and analytical applications across the organization.

S360 is an application designed for Informatica Master Data Management Multidomain Edition (Informatica MDM). Business users connect to master supplier data through a business-friendly user interface, which displays an enterprise-level dashboard as well as 360 degree supplier views that are customized for different business users.

You can add optional products to your S360 environment. When the environment includes a Product Information Management (PIM) system, such as Informatica Product 360 (PIM), suppliers can remotely

8

Page 9: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

upload product catalogs to the PIM system. When the environment includes Data-as-a-Service, all supplier contact information goes through a validation process.

S360 contains the following components:

• Supplier Relationship Management

• Supplier Portal

• Product Information Management Integration

ExampleA global automobile manufacturer experiences multiple issues with its supply chain. The management team has poor insight into everything from the total spend with a supplier to supplier performance.

Total spend is virtually impossible to assess. The manufacturer has hundreds of suppliers, and the supplier information is dispersed across multiple systems in different geographic areas. The same supplier can be in the systems under slightly different supplier names. The manufacturer holds multiple locally negotiated contracts with a supplier. Without a complete picture, the contract terms do not reflect the total spend with a supplier.

The management team does not have insight into supplier overall performance, such as the percentage of orders delivered on time over the last year. Therefore, managers do not take action to resolve performance issues. Late or incomplete shipments of parts continuously affect the supply chain. In some cases, managers have not lined up alternative suppliers for parts, so when parts are unavailable from one supplier, the manufacturing line falters.

Finally, the organization is acquiring another company later in the year. The management team wants a solution in place before that acquisition completes.

Informatica SolutionThe IT department implements Informatica Total Supplier Relationship Application. An administrator loads data from source systems into Supplier Relationship Management, which includes a centralized database for master supplier profiles. Within the centralized database, the Application identifies potential duplicate suppliers.

Data stewards review potential duplicate suppliers and merge the supplier profiles as appropriate. Data stewards edit supplier profiles and set up supplier relationships by identifying parent companies and their subsidiaries. Whenever a data steward modifies a record that is part of a supplier profile, the data steward sends the record for review through an online business process.

With the reviewed and approved master data in place, data stewards send invitations to all qualified suppliers to register on the Supplier Portal. Registered qualified suppliers can update their information, add product catalogs, and monitor their performance. Other suppliers use the Portal to apply to become a supplier to the organization. Online application forms go through an online onboarding and qualification process.

Business managers use Supplier 360. Managers participate in reviews of supplier applications and monitor supplier performance and compliance. When business managers identify compliance and performance issues, they create alerts to notify suppliers of the issues. Managers edit supplier profiles and initiate a change-approval review from the Data workspace. Managers identify alternative suppliers for all key parts and invite the suppliers to complete an online application through the Portal.

ResultsWithin the first year, the organization realized savings in the following areas:

• Saved on purchase prices by negotiating with suppliers to provide single favorable contracts for all locales, including volume discounts and early payment discounts

Informatica MDM Supplier 360 Application Overview 9

Page 10: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

• Reduced costly delays in the supply chain by using alternative suppliers for parts and by monitoring and correcting supplier performance

• Reduced administrative costs by implementing a self-service approach for new suppliers to apply online and for existing suppliers to maintain their supplier data online

• Reduced administrative costs by using an automated business process for the qualification workflow

• Reduced the costs of integrating supplier data after the acquisition by adding the acquired systems as source systems to the MDM Hub

Supplier ManagementS360 adds features to the Informatica MDM environment, such as a database schema for supplier data, business processes for supplier management, and an interface that business users use to access supplier data.

Supplier relationship management includes qualification of a supplier, supplier profile management, and assessment of the supplier performance.

Supplier PortalThe Supplier Portal (Portal) is a web application. Supplier representatives use the Supplier Portal to initiate a relationship with your organization and to fill out an online application form. After business users in your organization approve a supplier, the supplier representatives use the Supplier Portal to upload documents, update information, and monitor performance. They might also be able to upload product catalogs into a PIM system.

For more information about the Supplier Portal, see “Supplier Portal Overview” on page 37.

Product Information Management IntegrationProduct Information Management (PIM) systems create a single repository for all product data. In S360, a PIM system is an optional component. When the Application environment includes a PIM system, suppliers can upload their product catalogs from the Supplier Portal.

10 Chapter 1: Introduction to Informatica MDM - Supplier 360

Page 11: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

C H A P T E R 2

Getting StartedThis chapter includes the following topics:

• Getting Started Overview, 11

• Log in to Informatica Data Director, 11

• S360 User Interface, 12

• Tasks, 16

• Open a Supplier Profile, 19

• Supplier 360 Dashboard View, 21

• Next Steps, 22

Getting Started OverviewAs a business user, you use Supplier 360 to view and manage supplier profiles. Take a few minutes to familiarize yourself in the user interface and learn how to open supplier profiles.

To get started:

1. Log in to Informatica Data Director and Supplier 360

2. Understand the user interface

3. Work with the Task inbox

4. Open a supplier profile

5. Work in the Data workspace

Log in to Informatica Data DirectorSupplier 360 runs within Informatica Data Director (IDD). Contact the MDM Hub administrator to request the IDD host name and port number and your user credentials.

1. Launch Informatica Data Director.

http://<host name>:<port number>/bdd2. Log in with your user credentials.

11

Page 12: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

3. If prompted to select an application, select InfaSupplierMaster.

Supplier 360 launches and displays the Start workspace.

S360 User InterfaceThe Supplier 360 user interface contains an application header and workspaces.

The S360 user interface contains the following workspaces:Start

Use this workspace to view your task inbox under My Tasks, information about your suppliers, and perform task administration.

Task Manager

Use this workspace to review changes to supplier information.

Data

Use this workspace to search for and view supplier information, edit data, and view hierarchies.

Search Workspace

When you run a search from the application header, the search results appear in a temporary Search workspace. You can open a supplier profile from the search results.

HeaderThe header contains the New menu, the Queries button, the role name of the user, and the Information button.

The following image shows the Supplier 360 header:

You can perform the following actions from the header:

• Use the Create and Create in Data View menus to create master data and import data.

• Select Queries to open the search form to search for records.

• From the role name menu, change the display language and log out from Supplier 360.

• Select the Help icon to access version information about Informatica Data Director and to access the online help version of Informatica MDM Multidomain Edition Informatica Data Director User Guide.

Start WorkspaceThe Start workspace opens by default when you log in to Supplier 360. The Start workspace contains the task inbox and a collection of charts. These charts give you a visual summary of your suppliers. Use the Start workspace to view supplier information, your task inbox, and perform task administration.

The Start workspace contains the following components:Task Inbox

Your inbox for tasks that a workflow assigned to you. The first time you open the Start workspace, the task inbox might be empty. When a task is assigned to your user role, you can see the task in your inbox.

12 Chapter 2: Getting Started

Page 13: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Charts and Graphs

Displays a visual representation of the suppliers and related information.

The following image shows the Start workspace:

S360 User Interface 13

Page 14: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Charts and GraphsCharts and graphs on the Start workspace contain enterprise-level information about all approved suppliers. You can view a visual representation of the suppliers and related information. Use the charts to monitor overall product coverage, performance, and compliance.

Your administrator can add or remove charts from the Start workspace. All managers share the same Start workspace, so you might want to coordinate with other managers before requesting changes.

The following table lists the charts that you can see in the Start workspace of Supplier 360:

Chart Description

Supplier by Category Main Displays the number of suppliers that offer similar products or services based on categories. To see the breakdown of a category, double-click the category.

Supplier by Region Displays a color-coded map that reflects the number of suppliers by region. You can filter this data by all suppliers and by portal users.

Source System Metrics Displays the percentage of supplier data that comes from each source system; for example, ERP. If the supplier registers from the supplier portal or if the supplier data is added in Supplier 360, then the source system is SYS0.

Supplier by Onboarding Duration

Displays how long it took to qualify suppliers.

MDM Subject Area Growth Trends

Displays the number of suppliers added in each year.

Document by Expiry Date Monthly

Displays the number of suppliers with expiring certificates or insurance for the selected range.

Tasks in Total Displays the total number of tasks and breaks down the tasks by priority.

To see more information about a chart, pause on a chart element to display a tooltip. For example, in the Supplier By Region Metrics map, you can see the number of suppliers in the region in the tooltip.

Task Manager WorkspaceManagers and data stewards use the Task Manager to review changes to business entities. When you click a task in the Start workspace, the Task Manager workspace opens and displays the business entity associated with the task.

Data WorkspaceUse the Data workspace to view and manage your supplier data. Select the Data tab to view the Data workspace. You use the Data workspace to find, open, view, and edit supplier profiles.

You can select the Search Form button to run a query to search for data. Click the Search Form button to toggle the appearance of the search form. You can quickly search for a supplier profile by the supplier name or by other attributes. You can sort the search results. Click Sort and specify at least one column as the sorting column.

When you view a supplier in the Data workspace, Supplier 360 displays a detailed view of the supplier in the Data view. The data is organized into entities such as suppliers, contracts, accounts, and addresses.

14 Chapter 2: Getting Started

Page 15: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

If your role includes edit privileges, you can also perform the following activities:

• Edit supplier information

• Communicate with the supplier by using an alerts system

From the Data view, you can select a supplier and click Open. You can select the following views:Data view

Use the Data view to view, add, and edit a supplier profile and related information.

Cross-reference view

Use the Cross-reference view to track the source and lineage of the data.

History view

Use the History view to view the history of data processing events, such as update operations, delete operations, merge operations, and cross reference events.

Effective Periods

Use the Effective Periods view to view a time line that shows the effective periods of a supplier.

Matches view

Use the Matches view to find records that potentially match a supplier profile. Data stewards can view a preview of the merged entity, add merge candidates, and perform a manual merge operation.

Hierarchy view

Use the Hierarchy view to identify, understand, and manage the relationships that exist between supplier profiles. Click the Open Hierarchy button to view the hierarchy.

Entity view

Use the Entity view to view data related to the supplier. You can view the data in predefined components and custom components that you can configure. Click the Entity button for an Entity view.

S360 User Interface 15

Page 16: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

The following image shows the view options of the Data workspace:

Language DisplayYou can change the Supplier 360 user interface to a different language.

Supplier 360 displays the default language of the user interface the first time you log in. After you log in to Supplier 360, you can select a language in the header area. When you view the Login page the next time, Supplier 360 displays the last used language of the user interface.

TasksA task represents a step in a business process. A workflow consists of a sequence of steps. For example, supplier approval might be a workflow that consists of a sequence of steps that authorized users must follow to approve a supplier.

The user role determines the privileges that a user has and the task that the user can perform. For example, a Finance Manager user can review the supplier information related to banking and taxes. A Compliance Manager user can assess the risk associated with a supplier.

If you have the administrative access, you can view and administer the tasks that are assigned to other users and administer the unassigned tasks. You can review and maintain the tasks by reassigning the tasks, by changing the task priority, adding comments, and setting the due dates.

16 Chapter 2: Getting Started

Page 17: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Working with the Task InboxAfter a supplier submits an online application form or after a business user edits a supplier profile, the action initiates a business process. The business process generates tasks to notify managers to participate in the review process. The Task inbox is your inbox of tasks that a workflow assigned to your user role.

Note: The first time you open the Start workspace, the Task inbox might be empty. Skip this section until a task appears. When a task is assigned to your user role, you can return to this section for a quick orientation.

1. In the Start workspace, the Task inbox appears at the top of the page. The following image shows the Task inbox:

The Task inbox contains unclaimed tasks and your claimed tasks.

• Unclaimed tasks appear in the task inbox of everyone with the same role, such as all business managers with the role Commodity Manager.

• Claimed tasks are your tasks and appear only in your inbox.

2. You can interact with tasks. Select a task and right-click to see the list of actions:

Action Description

Claim Assigns the task to you (the logged in user) and removes the task from the inboxes of the other people that share the same role as you.

Open Opens the supplier profile that is associated with the selected task. The supplier profile opens in the Data workspace.

Edit Opens the Edit Task dialog box, where you can edit the task title, change the priority, change the due date, and add a comment.

Comment Opens the Comments dialog box, where you can review all comments on the task and add a comment.

The actions that you can perform depend on the status of the task. For example, if the task is in open state, you can claim, open, or edit the task and add a comment. If the task is in closed state, you can either edit it or open it.

Tasks 17

Page 18: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

The following image shows the Edit Task dialog box:

3. You can sort and filter the tasks by an attribute.

• To sort the tasks by an attribute, click the column name for the attribute. For example, you can sort the tasks by Priority or by Status.

• To filter the tasks by an attribute, use the filter field that is located below a column name. Text fields are alphanumeric and do not support wildcards. Only the tasks that match the filter remain visible in the Task inbox.

4. You can change the order of the columns. Drag a column by its header to another position.

18 Chapter 2: Getting Started

Page 19: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Open a Supplier ProfileYou can open a supplier profile either from a task in the Task Inbox or from search results.

When you need to review a supplier application or changes to a supplier profile, a task appears in your Task Inbox. You open the associated supplier profile from the task. For example, when you receive a task to review a supplier application, you can claim the task and then open the supplier profile that contains the information that was entered in the application.

When you want to view a supplier profile or edit a supplier profile, you use a search query from the Data workspace to find the supplier profile. From the search results, you can open the supplier profile. For example, if you want to review the insurance documents for a supplier, you open the Data workspace, search for the supplier by name, and then select and open the supplier profile.

Claiming a Task and Opening a Supplier ProfileIf your role requires you to review supplier applications or changes to supplier profiles, you receive task notifications in your Task Inbox. A task goes to everyone with the same role. Therefore, before you begin working on a task, you need to claim it.

1. Open the Start workspace.

By default, the Task Inbox appears at the top of the Start workspace.

2. Select a task, right-click and select Claim.

This action makes you the owner of the task. The claimed task is removed from the Task Inboxes of other business users with the same role as you.

3. To open the supplier profile associated with the task, right-click and select Open.

The supplier profile opens in the Data workspace.

Finding and Opening a Supplier ProfileYou can quickly search for a supplier profile by the supplier name. You can use the asterisk character as a wildcard.

Note: You can also search by other attributes, perform an advanced search, or perform a Smart Search to find an alphanumeric text string across all attributes. For more information, see the Informatica Data Director online help.

1. Click the Data tab.

The Data workspace opens.

2. Click Queries.

The search form opens.

3. In the Full Name field, type the supplier name. You can type a partial name with an asterisk as a wildcard.

4. Click Run Search.

The results of the search appear.

5. Select the supplier and click Open.

The supplier profile opens in the Data workspace.

Open a Supplier Profile 19

Page 20: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Working in the Data WorkspaceWhen you open a supplier profile, the supplier profile opens in the Data workspace.

1. To view supplier data, expand a section heading. The following image shows the supplier details section:

2. You can add or edit data.

• To edit data, click the Edit icon in the section. Edit the data and click Apply.

• To add data, click the New icon in the section. Add the data and click Apply.

3. In the Supplier Alerts section, you can create an alert that appears as a notification on the Supplier Portal in the supplier's dashboard. The following image shows the new alert dialog box:

4. In the Status section, you can view the status of the supplier. The status Approved means that the supplier has passed your qualification process. If a supplier stops meeting your requirements, you can change the Status to Deactivated.

20 Chapter 2: Getting Started

Page 21: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

The following image shows you how you can change the status of a supplier:

5. You can open other views of the supplier.

• To open a 360 degree view of the supplier, click Entity View.

• To open a relationship view of the supplier, click Open Hierarchy.

Supplier 360 Dashboard ViewThe Supplier 360 Dashboard view is shipped with S360. The Supplier 360 Dashboard view displays a business view of the supplier. Access the view from the Data workspace of Entity 360.

You can view supplier details, such as company overview, supplier contacts, onboarding time for the supplier, product category of the supplier, alternate suppliers, documents uploaded by the supplier, and supplier documents that are due for renewal.

Supplier 360 Dashboard View 21

Page 22: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

The following image shows the Supplier 360 Dashboard view:

Next StepsFrom S360, you can perform the following activities:

• Create supplier profiles

• Qualify suppliers

• Manage supplier profiles

• Communicate with suppliers

22 Chapter 2: Getting Started

Page 23: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

C H A P T E R 3

Supplier ProfilesThis chapter includes the following topics:

• Supplier Profiles Overview, 23

• Suppliers Apply on the Supplier Portal, 24

• Business Managers Create Supplier Profiles, 24

• Supplier Profiles Generated from Source Systems, 25

Supplier Profiles OverviewA supplier profile contains key details about the supplier that the buyer organization maintains. Supplier profile includes supplier name, addresses, contact information, tax information, bank details, product details, contract details, and sub-supplier information.

The following image shows the information contained in a supplier profile:

Suppliers might be given access to maintain their profile details.

23

Page 24: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Supplier profiles can be created in the following ways:

• Created from an approved supplier application that was submitted through the Supplier Portal

• Created by a business user in Supplier 360

• Generated from business applications and other systems in your organization that contain supplier information

Suppliers Apply on the Supplier PortalSupplier representatives can discover the Supplier Portal through an internet search, register on the Portal, and fill out the online application form. A business manager can also register a supplier on the Supplier Portal and then invite a supplier representative to fill out an application.

Unsolicited and solicited applications go through the same qualification business process. After business users approve a supplier application, the supplier records that contain the supplier information change from a pending state to an active state. This change in state is all that is required to convert the supplier application to a supplier profile.

Business Managers Create Supplier ProfilesBusiness managers can use Supplier 360 to create a supplier profile.

Supplier applications can arrive through avenues other than the Supplier Portal, such as through paper application forms distributed at conferences. You might want to create the initial supplier profile from a paper application, and then invite the supplier to register on the Supplier Portal.

You also might need to create a supplier profile for suppliers who do not want to perform this administrative task themselves.

Creating a Supplier ProfileYou can create a supplier profile and send the profile for review and approval. The profile remains in a pending state until the profile is either rejected or approved.

Note: If the Application environment includes Informatica Product 360 (PIM), when you create a supplier profile, the Application creates a matching supplier in Informatica Product 360. Informatica Product 360 restricts supplier names to 50 characters or fewer. You must enter a supplier name that respects this restriction or the supplier activation in Informatica Product 360 fails.

1. In Supplier 360, click Create in Data View > Create Master Data > Party > Supplier.

2. Complete the fields.

3. Click Apply.

4. To initiate the Create a Supplier Internal Process, click Send for Approval.

24 Chapter 3: Supplier Profiles

Page 25: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Supplier Profiles Generated from Source SystemsThe MDM Hub administrator adds source systems that contain supplier data as data sources to the MDM Hub. The MDM Hub creates supplier profiles based on the source data and identifies potential matches.

Depending on how the Application is configured, you might be asked to participate in the review process for some or all of the generated supplier profiles.

Inviting Suppliers to Register on the Supplier PortalAfter you verify generated supplier profiles, you can invite supplier representatives to sign into the Supplier Portal. Supplier representatives can review and update their supplier profile.

Supplier Profiles Generated from Source Systems 25

Page 26: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

C H A P T E R 4

Supplier QualificationThis chapter includes the following topics:

• Supplier Qualification Overview, 26

• Qualification Process, 26

• Reviewing a Supplier Application, 27

• Approving a Supplier Application, 28

• Declining a Supplier Application, 28

Supplier Qualification OverviewThe qualification process begins when a supplier submits an online application or a business manager creates a supplier profile.

Qualification ProcessThe default process to qualify a supplier is a four-step approval process. Your administrator might set up a different process.

or example, the following diagram shows an overview of the default approval process that is used when a supplier submits an online application. The dark blue fill identifies the people activities.

The first people activity is the commodity evaluation, which requires a commodity manager to review the application. If the commodity manager accepts it, the application moves on to a credit evaluation and then a contract evaluation. The last approval step is a risk evaluation. If the compliance manager believes the risk is acceptable, the manager approves the application. At any stage, a manager can reject the application. The process automatically sends the supplier representative an email with the results of the review.

26

Page 27: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

The following table summarizes the people activities within the process, the required role, and the possible actions:

People Activity

Role Assigned Possible Actions

Commodity Evaluation

CommodityManager - Accepts the application. This action sends the application onto the Credit Evaluation step.

- Rejects the application. This action deletes the pending record containing the changes.

- Disclaims the task with an explanation so that someone else can claim it.

Credit Evaluation

FinanceManager - Accepts the application. This action sends the application onto the Contract Evaluation step.

- Rejects the application with explanation. This action sends the application back to the Commodity Evaluation step.

- Disclaims the task with an explanation so that someone else can claim it.

Contract Evaluation

ContractManager - Accepts the application. This action sends the application onto the Risk Evaluation step.

- Rejects the application with explanation. This action sends the application back to the Commodity Evaluation step.

- Disclaims the task with an explanation so that someone else can claim it.

Risk Evaluation

ComplianceManager - Approves the application. This action applies the changes to the master data.- Rejects the application with explanation. This action sends the application back to

the Commodity Evaluation step.- Disclaims the task with an explanation so that someone else can claim it.

Reviewing a Supplier ApplicationAfter you claim a task, you can open the supplier application from the inbox. Review all information. Focus on your area of expertise. For example, a Finance Manager focuses on information to do with banking and taxes.

1. In the Task Inbox, select one of your claimed tasks and click Open.

The supplier application opens in the Data workspace. A note at the top of the page indicates that the supplier profile is in a pending state.

2. Expand each area of the application and review the information. Focus on your areas of expertise.

3. If you need more information, contact the supplier representative. To find the contact information, expand the Contacts area.

4. After you finish the review, click Task Actions and select an appropriate action.

• If the application meets your business standards, and you are authorized to approve supplier applications, click Approve. The ActiveVOS Server marks the related Risk Evaluation people activity as completed and performs the next activity in the process.

• If the application meets your business standards, but the task type does not permit approval at this point in the workflow, click Accept. The ActiveVOS Server marks the related people activity as completed and performs the next activity in the process.

• If you want to decline the application, click Reject and type an explanation in the Comment box. The task is assigned to users with the Commodity Manager role.

Reviewing a Supplier Application 27

Page 28: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

• If you think that you are the wrong person to assess the validity of the application, click Disclaim and type an explanation in the Comment box. Someone with the same role needs to take action on the task.

Approving a Supplier ApplicationA Compliance Manager has the authority to approve a supplier application. After the manager selects Approve from the list of task actions, the supplier representative receives an email containing the decision. On the Supplier Portal, the application displays the result of the qualification process.

Approved suppliers receive a personalized welcome email based on a template. The template can be customized to suit your organization. If you are interested in seeing a copy of the acceptance email sent to suppliers, contact your administrator.

Declining a Supplier ApplicationA Compliance Manager has the authority to decline a supplier application. After the manager selects Reject from the list of task actions, the supplier representative receives a email containing the decision. On the Supplier Portal, the application displays the result of the qualification process.

The supplier representative receives a personalized email based on a template. The template can be customized to suit your organization. If you are interested in seeing a copy of the rejection email sent to suppliers, contact your administrator.

28 Chapter 4: Supplier Qualification

Page 29: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

C H A P T E R 5

Supplier ManagementThis chapter includes the following topics:

• Supplier Management Overview, 29

• The Change Approval Process, 30

• Editing a Supplier Profile, 31

• Viewing Supplier Data, 31

• Onboarding Status, 32

• Creating Hierarchical Relationships Among Suppliers, 33

• Sending an Update for Approval, 33

• Reviewing an Updated Supplier Profile, 33

• Uploading Product Catalogs, 34

• Deleting a Supplier Profile, 34

Supplier Management OverviewIf your administrator configured the Supplier Portal to make some pages non-editable, supplier representatives need to contact a business manager in your organization to make a change to the restricted information. A manager might also edit a profile to send alerts or make other data changes.

After updating a profile, the manager can send the update through a change approval process. The change approval process is similar to the qualification process.

29

Page 30: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

The Change Approval ProcessThe default change approval process is a four-step process. The process begins when a business manager creates or edits a supplier profile from Supplier 360. Your administrator might set up a different process.

For example, the following diagram shows an overview of the default process. The dark blue fill identifies the people activities.

The first people activity is the commodity evaluation, which requires a commodity manager to review the update. If the commodity manager accepts it, the update moves on to a credit evaluation and then a contract evaluation. The last approval step is a risk evaluation. If the compliance manager believes the risk is acceptable, the manager approves the update and notifies the supplier. At any stage, a manager can reject the update.

The following table summarizes the people activities within the process, the required role, and the possible actions:

People Activity

Role Assigned Possible Actions

Commodity Evaluation

CommodityManager - Accepts the update. This action sends the update onto the Credit Evaluation step.- Rejects the update. This action deletes the pending record containing the

changes.- Disclaims the task with an explanation so that someone else can claim it.

Credit Evaluation

FinanceManager - Accepts the update. This action sends the update onto the Contract Evaluation step.

- Rejects the update with explanation. This action sends the update back to the Commodity Evaluation step.

- Disclaims the task with an explanation so that someone else can claim it.

Contract Evaluation

ContractManager - Accepts the update. This action sends the update onto the Risk Evaluation step.- Rejects the update with explanation. This action sends the update back to the

Commodity Evaluation step.- Disclaims the task with an explanation so that someone else can claim it.

Risk Evaluation

ComplianceManager - Approves the update. This action applies the changes to the master data.- Rejects the update with explanation. This action sends the update back to the

Commodity Evaluation step.- Disclaims the task with an explanation so that someone else can claim it.

30 Chapter 5: Supplier Management

Page 31: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Editing a Supplier ProfileYou can edit a supplier profile. If, however, the word PENDING appears on the displayed profile, the profile has open tasks to review a previous edit. You cannot edit a supplier profile while it is in a pending state.

1. Find and open the supplier profile.

2. Expand the area where you need to make changes.

3. Click the Edit icon.

4. Make the required changes.

5. Click Apply.

Viewing Supplier DataS360 comes with a supplier view menu that gives you the option to view suppler data from various perspectives. You can view supplier data by using the different views in Entity 360. Search for a supplier and open the supplier profile in the Data workspace.

Click Entity View to access the following supplier views:

• Supplier 360 Dashboard. Displays a business view of the supplier, such as supplier details, onboarding time, documents uploaded and documents due for renewal, and alternate suppliers.

• Entity View. Displays all details of the supplier. Use the view to edit the supplier data.

• Matches View. Displays supplier profiles that are potential matches to the selected supplier profile. You can select records that are potential matches as merge candidates. You can preview the result of a merge between the business entity and the merge candidates that you select.

• XREF View. Displays the best version of the truth for the supplier and the cross-reference records that have merged with the supplier record. The cross-reference records are organized by the source system from which they originated. Use the XREF View to track the source and lineage of the supplier data.

• History View. Displays a chronology of changes in the supplier data. You can view the data that existed in the supplier recorded at any point in time in the chronology. View the data before a data event and after a data event to determine if the event caused the inappropriate data change. You can view the best version of the truth for a supplier record at a specific points in time, and then compare the differences.

• Timeline View. Displays a time line that shows the effective periods of a supplier. You can get a two-dimensional visibility into data. The two-dimensional visibility into data is based on the effective period and history of records. The effective period is the period of time for which a record is effective.

• Hierarchy. Displays how a supplier profile is related to other supplier profiles. Use the Hierarchy view to identify, understand, and manage the relationships that exist between supplier profiles.

Editing a Supplier Profile 31

Page 32: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Onboarding StatusSupplier profiles have an onboarding status, which is set and updated as the supplier progresses through registering on the Supplier Portal, submitting an application, and finally being approved or declined as a supplier.

The following table describes the onboarding status values:

Onboarding Status Value

Description

Registered A supplier representative registered the supplier organization on the Supplier Portal.

Submitted A supplier representative completed the online supplier application form and submitted the form.

Approved The supplier application passed the qualification process.

Rejected The supplier application failed the qualification process.

Deactivated A manager deactivated a previously approved supplier for business reasons, such as noncompliance. Representatives from a deactivated supplier can no longer log into the Supplier Portal.

Deactivating a SupplierYou can deactivate an approved supplier. For example, you might want to deactivate suppliers who do not upload current compliance documents after repeated reminders.

1. Find and open the supplier profile.

2. Expand the Status area.

3. Click the Edit icon.

4. In the Party Status Type field, select Onboarding Status from the list.

5. In the Party Status Value field, select Deactivated from the list.

6. Optionally, set the effective dates.

7. Click Apply.

Reactivating a Deactivated SupplierYou can reactivate a deactivated supplier by setting the onboarding status. For example, you might want to reactivate suppliers when their documentation is up to date.

1. Find and open the supplier profile.

2. Expand the Status area.

3. Click the Edit icon.

4. In the Party Status Type field, select Onboarding Status from the list.

5. In the Party Status Value field, select Approved from the list.

6. Optionally, set the effective dates.

7. Click Apply.

32 Chapter 5: Supplier Management

Page 33: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Creating Hierarchical Relationships Among SuppliersIf your administrator enabled hierarchies for the Application, you can create relationships for a supplier. For more information about hierarchies, see the Informatica Data Director online help.

Sending an Update for ApprovalAfter you complete your edits, you can send the edited supplier profile through the change approval process.

1. Edit the supplier profile as required.

2. After you edit all affected areas and apply changes, click Send for Approval.

The Create Task dialog box opens with default values for all task attributes.

3. In the Title field, replace the default title with a meaningful title for this workflow. For example, if you edited banking information for XYZ Supplies, you might enter the title Updating XYZ Supplies-Bank Information.

4. In the Task Type field, you can see the name of the approval process that is initiated. If a drop-down arrow appears on the field, you might be able to select a different process.

5. Change other default task attributes as required.

6. Click OK.

The ActiveVOS Server begins executing activities. When the ActiveVOS Server reaches the first people activity in the process, it creates a task of the correct task type. The ActiveVOS Server sends the task to the users who have the role associated with that task type.

Reviewing an Updated Supplier ProfileIf your role requires you to review updates to supplier profiles, you receive task notifications in your Task Inbox. Before you begin working on a task, you claim it.

1. In the Task Inbox, select one of your claimed tasks and click Open.

The supplier profile opens in the Data workspace. A note at the top of the page indicates that the supplier profile is in a pending state. Icons mark the areas with changed data.

2. For each area with a change icon, review all changed data to see if the changes meet your business standards.

3. After you finish the review, click Task Actions and select an appropriate action.

• If you agree with the update and the task type permits you to approve updates, click Approve. The ActiveVOS Server marks the related Final Review people activity as completed and performs the next activity in the process.

• If you agree with the update, but the task type does not permit approval at this point in the workflow, click Accept. The ActiveVOS Server marks the related Review No Approve people activity as completed and performs the next activity in the process.

Creating Hierarchical Relationships Among Suppliers 33

Page 34: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

• If you disagree with the update, click Reject and type an explanation in the Comment box. The task is reassigned to the person who initiated the update.

• If you think that you are the wrong person to assess the validity of this update, click Disclaim and type an explanation in the Comment box. Someone with the same role needs to take action on the task.

Uploading Product CatalogsIf your organization uses a Product Information Management (PIM) system, you can continue to upload product catalogs from the PIM interface. If the PIM system is integrated with the Application, suppliers can view and upload product catalogs from the Supplier Portal.

Deleting a Supplier ProfileWhen you delete a supplier profile, the profile is soft-deleted, that is, the supplier record is assigned a hub state of -1. You can restore soft-deleted profiles.

Note: If a profile has contacts, the contacts are not soft-deleted. Contacts are separate entities that are associated with a supplier profile. To delete a contact, search for it and delete it.

1. Open the supplier profile in the Data workspace.

2. Open the Actions menu, and click Delete.

3. When prompted for confirmation, click Yes.

34 Chapter 5: Supplier Management

Page 35: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

C H A P T E R 6

Communication with SuppliersThis chapter includes the following topics:

• Communication with Suppliers Overview, 35

• Notifications and Alerts, 35

Communication with Suppliers OverviewYou can find the contact information for suppliers in their supplier profile. You can also create alerts, which supplier representatives can see in the supplier dashboard on the Supplier Portal. Notifications and alerts can be selectively communicated to your suppliers.

Notifications and AlertsYou can communicate with suppliers by creating supplier alerts in their supplier profiles. On the Supplier Portal, alerts appear under the title Notifications.

You can use alerts to notify suppliers when you need updated information, such as documents. You can also alert suppliers about upcoming events, such a changes to policies or scheduled maintenance.

Types of Supplier AlertsThe following table describes the types of alerts:

Message Type Description

Maintenance Update Advise the supplier of upcoming maintenance activities.

Request for Information Ask the supplier for additional information. For example, you might want to request up-to-date compliance documents.

Supplier Profile Updates Advise the supplier of changes that a business manager made to the supplier profile.

Supplier Status Alert the supplier to a change in the supplier status. For example, if you deactivate a supplier, you might want to notify the supplier.

35

Page 36: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Creating a Supplier AlertTo create a supplier alert, open the supplier profile and edit the Supplier Alerts area.

1. Find and open the supplier profile.

2. Expand the Supplier Alerts area.

3. Define the alert by setting the following options:

Option Description

Message Type Select the type of alert.

Message Type the text that you want to display to the supplier.

External Link To include a link with the message text, specify a URL.

Effective Start Date

Set this date if you want to begin displaying the alert at a future date. If this option is undefined, the alert appears on the Supplier Portal after the edit is saved or, if you send the edit for approval, after the edit is approved.

Effective End Date

Set this date if you want to remove the alert at a future date. If this option is undefined, the alert remains on the Supplier Portal until you set this date.

4. Click Apply.

36 Chapter 6: Communication with Suppliers

Page 37: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

C H A P T E R 7

Supplier PortalThis chapter includes the following topics:

• Supplier Portal Overview, 37

• Supplier Portal Registration, 38

• Supplier Portal Online Application, 38

• Supplier Profile, 39

• Supplier Profile Edit Privileges, 40

Supplier Portal OverviewSuppliers use the Supplier Portal to initiate a relationship with your organization and fill out an online application form. After business users in your organization approve a supplier, the supplier can use the Supplier Portal to upload product catalogs, upload documents, update information, and monitor performance.

Note: As a business user, you do not use the Supplier Portal, but it is helpful to understand the Supplier Portal experience from a supplier perspective.

The Supplier Perspective

You are a representative for a snack food company, called Best Snack Foods. You want Best Snack Foods to become a supplier to a national retailer, called Supermarket Inc. Supermarket Inc has implemented the S360 application and set up their Supplier Portal.

The following steps outline a high-level view of the supplier experience, from initial contact to approved supplier.

1. You, as a representative for Best Snack Foods, register on the Supermarket Supplier Portal.

2. You receive an email with user credentials and an invitation to fill out an online application form on behalf of Best Snack Foods.

3. You sign into the Supermarket Supplier Portal.

4. You fill out the online application form. You notice that the information that you provided when you registered is already in the application. The application requests additional information about Best Snack Foods, including things like bank information and insurance information. You save the application and return to it later. After you finish the application, you click Submit.

5. You wait two weeks for the results of the review by Supermarket supplier relationship managers. During this time, you sign into the Supermarket Supplier Portal and monitor the progress of the review. It is a four-step approval process requiring participation by multiple managers. The result of the review is positive.

37

Page 38: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

6. You receive an email that confirms that Best Snack Foods is an approved supplier for Supermarket Inc.

7. You sign into the Supplier Portal and see a Welcome dashboard. You can monitor things like delivery performance and invoice amounts.

8. You upload a product catalog.

9. You add contact names for the people at Best Snack Foods who are authorized to interact with Supermarket Inc. If a contact has edit privileges for the supplier profile, you select Admin User. Otherwise, you select Portal User.

10. The contacts receive an email with user credentials and a link to the Supermarket Supplier Portal.

Supplier Portal RegistrationWhen a supplier representative registers on the Supplier Portal, the Portal checks to see if a supplier profile exists for the supplier name. If a profile exists, the Portal prompts the supplier representative to sign in. If not, the registration continues and the representative enters some general information about the supplier organization. After the registration is complete, the representative receives an email confirming the registration and inviting the representative to complete the online application.

The following image shows the details that a supplier has to fill in while registering on the Supplier Portal:

Supplier Portal Online ApplicationThe online application form contains multiple pages. Each page focuses on a different type of information, such as tax information or banking information.

After a supplier representative submits an application form, the submission automatically triggers the qualification business process. The Portal communicates with the MDM Hub, which saves the data that is entered in each page to separate records in a pending state. The MDM Hub links the records to construct and present a 360 degree view of a supplier to business users.

If the supplier is approved, the data in the supplier application form becomes the supplier profile. Supplier data does not need to be entered again.

38 Chapter 7: Supplier Portal

Page 39: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Adding Product-Related QuestionsThe online application form on the Supplier Portal includes a page for product-related questions. You can add questions to this page from Supplier 360.

After you add a question, you map the question to one or more products or services.

1. In Supplier 360, click Create > Product Related Questions.

2. Type the question.

3. To make the question visible to suppliers, set the Active Indicator to Yes.

Note: You can hide the question without deleting it by setting this indicator to No.

4. Expand Product Services Question Relationship.

5. From the Products and Services Code list, select the codes for the products or services that you want to map to this question.

6. To require that suppliers answer the question during the application process, set the Mandatory Indicator to Yes.

7. Click Apply in the Product Services Question Relationship tab.

8. Click Apply in the New Product Related Questions tab.

9. Click Save.

The following image shows how the questions appear to suppliers:

Supplier ProfileAfter a supplier is approved, the supplier application is converted to a supplier profile. The supplier profile contains all the information from the application.

Supplier representatives use the Supplier Portal to view their supplier profile. When a supplier representative signs on to the Portal, the representative sees the Welcome dashboard. In the left navigation panel under Company, the links summarize the information that makes up the supplier profile. In the display area, the representative can see messages, links to catalogs, notifications, renewal alerts, invoices, and some performance metrics. Authorized supplier representatives can modify information, add supporting documentation, upload catalogs, and monitor performance.

Business users use Supplier 360 to open and view supplier profiles. A data steward can edit data in the supplier profile, send notifications to the supplier, and change the status of a supplier. A data steward can also create supplier profiles.

Supplier Profile 39

Page 40: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

If the Supplier Portal connects to a Product Management Information (PIM) system, the product catalog upload and product catalog management operations are available to the suppliers. The supplier must have the necessary permissions to upload and edit product catalogs.

The following image shows the Supplier Portal user interface when the environment has a PIM system:

The following image shows the Supplier Portal user interface when the environment does not have a PIM system:

Supplier Profile Edit PrivilegesBy default, the supplier representative who submitted the online application has the Admin User role. This representative can edit supplier data on the Supplier Portal. If you want the supplier representative to contact you to change certain information, such as banking information, you can ask your Application administrator to make the page non-editable.

The supplier representative with the Admin User role can add additional contacts. When creating contacts, the representative decides if the contacts can edit the editable pages.

40 Chapter 7: Supplier Portal

Page 41: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

The following table summarizes the role privileges:

Supplier Portal Role View Pages Edit Editable Pages

Admin User Yes Yes

Portal User Yes No

Supplier Profile Edit Privileges 41

Page 42: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

Index

Aalerts

about 35creating 36types 35

applications about 38

Bbusiness processes

change approval process 30create a supplier 26create or update a supplier internal process 30qualification process 26

Ccatalogs

uploading 34change approval process

about 30charts and graphs

about 14types 14

communicating with suppliers 35

create or update a supplier process about 30

DData workspace

about 14using 20

deactivating suppliers 32

Eentity See supplier profiles

Fforms

online application 38

Hheader

about 12actions 12

Iinbox

using 17Informatica Data Director

logging in 11Informatica Product 360

product catalogs, uploading 34interface

about 12introduction

Supplier 360 Application 8

Llanguage display

about 16logging in

Informatica Data Director 11

Mmessages

about 35creating 36types 35

Nnotifications

about 35creating 36types 35

Oonboarding status

about 32online application form

about 38overview

MDM Supplier 360 Application 8

42

Page 43: Informatica MDM - Supplier 360 - 10.1.0 - User Guide ... Documentation/5/S360... · 1 Supplier 360 • • • • • • • • • • • • •

PPIM See Product Information Management Portal See Supplier Portal processes See business processes product catalogs

uploading 34Product Information Management

description 10profiles See supplier profiles

Qqualification process

about 26query

supplier profile 19

Rreactivating

deactivated suppliers 32review process

about 30reviewing

updated supplier profile 33

Ssearch

supplier profile 19sending an update for approval 33source systems

supplier profiles 25Start workspace

about 12charts and graphs 12task inbox 12

status about 32Approved 32Deactivated 32

supplier registration 38

Supplier 360 architecture 10logging in 11

supplier applications about 38reviewing 27

supplier entity See supplier profile Supplier Portal

description 10

Supplier Portal (continued)discovering 24supplier applications 38supplier profiles, about 39suppliers, inviting qualified 25suppliers, registering qualified 25

supplier profiles about 23, 39creating from Supplier 360 24deleting 34editing 20, 31finding and opening 19generated from source systems 25managing 29onboarding status 32opening, from a task 19overview 23relationships, creating 33searching 19viewing 20

supplier views types 31

suppliers alternative application methods 24applying 24contacting 35deactivating 32PIM Server user 24reactivating 32Supplier Portal, inviting qualified 25

TTask Inbox

using 17tasks

about 16claiming 19

Uupdate

reviewing 33sending for approval 33

user interface about 12

Vview

supplier 360 dashboard 21

Index 43