How the supplier profile change requests will be initiated by the Internal Supplier Administrator or by the External Supplier User Administrator?
Select the appropriate opt-in features based on the chosen process (Internal or External).
1. Internal Supplier Profile Change Request - Approvals
1.1 Enable the Opt-In Feature
Opt-In > Procurement > Suppliers
Option: Approve Internal Changes on Supplier Profile for Classic UI
- Addresses
- Bank Accounts
- Organization Details and Income Tax
- Sites
1.2 Configure Entity-level Approval Requirements
You can configure approval requirements for all profile entities.
Entities [Internal Profile Management]
Organization Details and Income Tax
Addresses
Contacts
Contact User Account
Sites
Payment Methods
Bank Accounts
Payment Attributes
Business Classifications
Products and Services
Bank Accounts - Attachments
1.3 Configure the Approval Rules (As per Business Requirement)
2.2 Configure Entity-level Approval Requirements
Check the below notes for more specific requirements:
Task: Manage Internal Supplier Profile Change Approvals
2. External/Supplier Initiated Profile Change Request - Approvals
2.1 Enable the Opt-In Feature
Opt-In > Procurement > Supplier Portal
Option: Full Supplier Profile Change Management
Checked - Supplier users can make all changes / profile entities from the Supplier Portal
Unchecked - Supplier users can make changes only to supplier contacts
2.2 Configure Entity-level Approval Requirements
You can configure approval requirements for all profile entities.
Entities [Supplier Initiated Profile Management]
Organization Details
Tax Details
Addresses
Contacts
Contact User Account
Sites
Payment Methods
Bank Accounts
Business Classifications
Products and Services
Bank Accounts - Attachments
2.3 Configure the Approval Rules (As per Business Requirement)
Check the below notes for more specific requirements:
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