Isupplier Portal - Create Supplier User

iSupplier Portal - Create Supplier User

Demo Script (Internal)

Copyright © Oracle Corporation, 2003. All rights reserved.

iSupplier Portal – Create Supplier User

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Table of Contents

How to Create a New Supplier User Registration [EDUP0019] 11-Oct-2004 1

How to Create a New Supplier User Registration 1

Create New User - Supplier 3

Flowchart 10

Copyright © Oracle Corporation, 2003. All rights reserved.

iSupplier Portal – Create Supplier User

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iSupplier Portal - Create Supplier User

Document Control

Objective

The purpose of this Setup demo script is to Create a new user against an existing supplier for access to iSupplier Portal, and Sourcing Supplier.

This script does NOT cover supplier users for Collaborative Planning.

What's New?

Supplier Managed User Maintenance: Release 12.0 introduces the Supplier Managed User Maintenance feature. Buying organizations are now able to hand over the task of user account administration to nominated administrators at each supplier. The Supplier User Administrators can create or obsolete user accounts and also alter the security access rights for each user within their company. Their right to do this is limited to the set of security privileges originally delegated to them by the buying organization.

Pitfalls

N/A

Assumptions

It is no longer possible to create a user against an existing supplier directly from the "USER" form in System Administrator resp. All supplier users must be created using the Self Service form.

With OID integration, you CANNOT update user passwords in the USER form. ADS has customized the code packages so the default password is “welcome” for all new supplier users.

Related Business Flows (Optional)

N/A

Related Documents

N/A

Pre Demo Steps (Optional)

N/A

Begin Demo

Create New User - Supplier

Create New User - Supplier

1. Log into Portal

(N) Supplier User Management > Register Supplier User

Register Supplier User form appears

Do not use the "INVITE SUPPLIER USER" link from the sub-menu. Since the e-mails you are entering are NOT valid and the ADS system does NOT send out e-mails by default, this process will not work.

2. Enter in Supplier Name

·  (I) For field "Supplier Name", use the Flashlight icon to choose an existing supplier. (Ex. Grainger)

Supplier Name and Number defaults into the fields. You can only create a new user against an existing supplier. This form is NOT for creating a new supplier, only supplier USERS against an existing supplier.

3. Enter in new username and information

·  Enter in the E-mail address. (Ex. ). Then press (B) Tab. THIS IS THE USERNAME THAT WILL BE CREATED. The Username field will default to match e-mail entry.

It is suggested that the format of this e-mail is the so it is easy to distinguish the supplier and org

NOTE: The e-mail address is the USERNAME that we be created. This is the intended format. So you can no longer create a supplier user without the e-mail format.

·  Enter in the required user information and other optional fields (Ex. John; Ex. Doe; Ex. 818 234-9876)

This is the contact name that populates the Customer field in the USER form in sys admin.

4. Update responsibilities and supplier site

·  Check iSupplier Portal Full Access, Sourcing Suppliers, Workflow User Web Applications and Preferences SSWA boxes.

NOTE: Due to integration with Portal, the Preferences SSWA resp must be chosen, otherwise the resps will NOT be visible under the "WELCOME" tab at initial log in.

Also, ADS has made visible the combination responsibility "Plan, Source, Pay Supplier View" which you can check if you want access to iSP, Sourcing, and CP all in one homepage.

Verify the applications (responsibilities) you want for the user (Sourcing Supplier, iSupplier Portal)

DO NOT choose Supply Chain Collaboration Planner resp as that is not covered in this script or the IP and Sourcing scripts. Collaborative Planning is covered under the Supply Chain product family and Collaborative Planning product module.

·  (B) "Modify Sites"

·  Click box next to SITE for your SoB/org. (ex. GRAINGER LA for Vision Operations)

·  (B) APPLY

Some suppliers have multiple sites for the same org.

Adding the specific supplier SITE will also populate the Securing Attribute in the USER form for ICX_SUPPLIER_SITE_ID

·  (B) Click the Register button

·  Get confirmation message that supplier is registered and e-mail sent to that address

Since the e-mail address is NOT a valid e-mail, you will not see the notification under that e-mail address.

At this point the user is created and in the system, but will need modification to update the responsibilities, securing attributes.

·  (H) Home to access Portal main menu for user

At this point, the new supplier user has been created. The next step is to update the user information and password.

Buyer Update Supplier User

Buyer Update Supplier User

5. Update user information and password.

·  (L) From Main Menu, click on "System Administrator" responsibility link to open core apps

·  (N) Security > User > Define to open up Users form.

·  Click View / Find from toolbar to search for the new user

Search on the e-mail address (Ex. )

·  At header, enter in for the Description field: ex. Welcome Grainger Rep

NOTE: ADS has customized the code packages so the default password is “welcome” for all new supplier users. Due to OID integration, you CANNOT update passwords in the USER form.

At responsibilities tab verify the correct resps are present (iSupplier Portal Full Access, Sourcing Supplier, Preferences SSWA). If necessary, add the 3 responsibilities.

NOTE: There is also a resp, "Plan, Source, Pay Supplier View", that combines iSP, Sourcing, and CP all into one homepage which you can use.

(T) Click the Securing Attribute tab.

If not already present, use LOV to choose ICX_SUPPLIER_SITE_ID under Attribute Column. There will be two attributes with same name. Choose the one tied to “Oracle Internet Supplier Portal”

Only if necessary, under the Value Column, use LOV to choose the Supplier Site ADDRESS, which will default in the ID number. If necessary, go back to the Supplier form in Purchasing to find the EXACT site address. Ex. Supplier Site Address (i.e. 200 Foothill Blvd, La Canada, CA, US = 1173)

NOTE: By choosing the SITE address, the user you just created is specific to the Supplier and SITE data.

Also, the responsibility: iSupplier Portal Full Access is tied to operating unit Vision Operations. So user GRAINGER will only see data for Vision Operations and NOT Vision Services, or OPM or Proj Mfg. Any new user you create will be for Vision Operations data/transactions only

6. Supplier Managed User Maintenance NEW R12 (OPTIONAL)

Release 12.0 introduces the Supplier Managed User Maintenance feature. Buying organizations are now able to hand over the task of user account administration to nominated administrators at each supplier. The Supplier User Administrators can create or obsolete user accounts and also alter the security access rights for each user within their company. Their right to do this is limited to the set of security privileges originally delegated to them by the buying organization.

This feature is access through a new responsibility: Supplier Profile & User Manager.

·  Optionally you can add this new resp to your user.

·  (I) Save Changes by clicking on DISK icon

·  Logout Core Apps and Portal as cbaker user

Supplier User Log In

Supplier User Log In

7. Log in as new supplier user and update password

Taken to the "Welcome" tab in portal where you should now see the resps: iSupplier Portal Full Access, Sourcing Supplier, and Preferences SSWA. If you do NOT see the resps under the Welcome tab, that most likely means you did NOT add the Preferences SSWA resp to the user. You can either click on the hyperlink at top right "Navigator" to view all resps, or go back to user form and add the Preferences SSWA resp AND bounce the apache server on your demo instance.

As needed, customize your portal page for your demo needs.

Supplier Managed User Maintenance

Supplier Managed User Maintenance

8. Supplier Managed User Maintenance (OPTIONAL) R12

If you added the resp Supplier Profile & User Manager to the user.

You can also log in as seeded supplier users CORPEXP, INDUSTRIAL, BOISE, GRAINGER, EIP, and to show the following section.

NOTE: As needed for your demo, please log in as buyer (ex. CBAKER) and go to resp System Administrator, User form and add the resp” Supplier Profile & User Manager” to your supplier user in order to show this part of the demo flow.

Supplier Administration page appears and is the same as one accessed via iSP > Admin tab. But for this resp, the Contact Directory page will have an added feature.

·  (H) Contact Directory

·  (I) Update pencil icon for any existing user

·  (I) + icon for User Account Information

Here the supplier user administrator can update and modify the Inactive Date, Responsibilities, Site Restrictions, and Contact Restrictions.

The benefit here is the supplier can maintain their own users as opposed to the buyer having to maintain 100’s or 1,000’s of users for all their suppliers.

DO NOT make changes to any seeded supplier user. As needed for demo you can update your own custom supplier users.

·  (B) Cancel, to Return to Contact page

9. Supplier Create own Supplier User

·  (B) Create

Create Contact screen appears

·  Enter in Contact information (First Name, Last Name, e-mail address, etc)

·  Check box for “Create User Account for this Contact”

Page refreshes to show additional fields to enter

·  Enter in Supplier Name (restricted to the supplier you are logged in as) and Username (ex. )

·  Check the responsibility boxes applicable to your demo

·  Modify Site and Contact as applicable to your demo

·  (B) Apply

Return to contact directory. Notice the new supplier user is now added.

At this point the supplier user would normally receive an e-mail notification stating they have access and the password. Since the e-mail address/username is bogus (for demo purposes), please go back to section “Buyer Update Supplier User” to change the password and any other attribute as needed for your demo.

End of activity.

NOTE: Supplier Users for SoB/orgs outside of Vision Operations

For supplier users outside of Vision Operations, in step 4 of above script, choose the supplier site specific to your org (Vision Services, Vision Germany, etc.)

In step 5, you will need to update the USER form so the responsibilities are for the other orgs.

For example, responsibility default is "iSupplier Portal Full Access". So you will need to end date that responsibility so it is no longer visible and enabled for the user. Then add a new line for responsibility equal to "iSupplier Portal Vision Services", or "iSupplier Portal Vision Germany", etc. depending on your org. This is also true for "Sourcing Supplier" responsibility.

iSupplier Portal and Sourcing Supplier resps are set up in many orgs. Please check the Responsibilities form in Sysadmin to view the various resps that match your SoB/org.

Flowchart

Copyright © Oracle Corporation, 2003. All rights reserved.

iSupplier Portal – Create Supplier User

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