Centralized MDM Style Configuration for Supplier with Self-Service
As an extension to the Centralized Configuration, the supplier onboarding with self-service configurations allow external supplier users to actively participate in the onboarding and maintenance of master data.
Data Model
Supplier Entities Classification
Supplier Entities Classification folder structures are included for Supplier Onboarding with Self-Service. Entity objects for a particular supplier account are referenced to a corresponding classification folder for the purpose of governing and ensuring that supplier users may only view and edit entities associated to their respective supplier.
Workflows
As an extension to the support of data origination / authorship within MDM, a self-service onboarding mechanism is made available to external supplier users who must interface with MDM to manage their supplier information.
Supplier Onboarding Workflow with Self-Service
The Supplier Onboarding Workflow with Self-Service is intended for contribution by the following personas:
- Procurement Manager
- Supplier Admin User (external)
- Supplier User (external)
- Finance Specialist
- Logistics Specialist
- MDM Specialist
For new supplier accounts, this workflow requires internal Procurement Managers to create the initial supplier entity, supplier account, and supplier admin credential. However, all subsequent onboarding and enrichment activities for the supplier account may be conducted by external supplier users.
Supplier Maintenance Workflow with Self Service
The supplier Maintenance Workflow with Self-Service provides external users with the means to maintain their supplier data in a governed approach. Rather than allowing ad-hoc edits to supplier data, all Web UI details screens are read-only outside of the maintenance workflow. Changes made by external users must be reviewed and approved by internal personas (i.e. Procurement Manager, Finance Manager, etc.).
Contact Onboarding Workflow with Self-Service
As Supplier Admin Users and Supplier Users onboard new supplier location entities, they may also need to create new contact persons to associate to the new supplier location entities. The accelerator files provide a Contact Onboarding workflow for this very purpose.
User Privileges
When it comes to Supplier Onboarding with Self-Service activities, Supplier User Groups are included to provided delineation of users for different suppliers. The Supplier Admin User can create additional users called Supplier Users who may optionally have administrative privileges. Both the Supplier Admin User and Supplier Users can view and edit only the entities associated with their respective Supplier.
Web UI
Supplier Onboarding with Self-Service Web UI
A Web UI configuration for Supplier Onboarding with Self-Service is provided which allows internal users to onboard, maintain, and approve supplier data. Additionally, external supplier users may also interface directly with MDM to enrich and maintain their supplier data. This provides suppliers as well as internal users a collaborative interface to ensure supplier data is sustained and governed.
The Web UI configuration also provides Supplier Admin Users the means to create new contacts to be associated with supplier entities as well as creating additional Supplier Users and assigning or revoking admin privileges for those users.
For more information on configuring a Web UI, refer to the Creating a New Web UI topic in the Web User Interfaces documentation.
Supplier Web UI
The Supplier Web UI is an external-facing web UI for supplier users and administrators to onboard new supplier entities, contacts and maintain existing supplier data.