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Learning Path - Understanding Buyer Admin Account Settings - External Vendors

Lisa Furler
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The Mission

If you have ever wanted an easy way to export a csv/excel file of all of your Vendors listed within your ERP, this is a great place for you.  The External Vendors page allows Admins to review information for their suppliers.  Admins can check to see which suppliers have trained and are enabled, give suppliers access to PO PDFs and their scorecards, adjust radar for individual supplier, and adjust shipment workflows. 

 

This section is primarily used by SourceDay when onboarding suppliers.  Changes made to this can adversely affect your suppliers, please bring in support or your CSM if you are unsure of any items on these pages.

 

How Do I Do It?

1) Click on your name dropdown in the upper right-hand corner & select Account Settings.  Select the External Vendors option on the left side of the screen.  

Currently the External Vendors page and the Active Vendors are duplications of each other.  We are working on updates to our platform and expect to be removing Active Vendors page soon.   

Vendor Actions

Click on the Vendor Actions dropdown on the top left of the vendor list to select an action from the dropdown menu.  Actions are: 

  • Disable All Vendors (DO NOT USE)
    • This action will turn all vendors off which would disable any active vendors from accessing SourceDay and their POs
  • Enable All Vendors
    • This action enables all suppliers syncing from your ERP to be able to be onboarded and trained in SourceDay
  • Sync All Vendors
    • This action syncs your ERP to SourceDay to pick up any new suppliers or changes made to supplier information in the ERP

 

Filter

Filter the results set in order to narrow down the updates that you need to make.

  • All 
    • Returns all external vendors
  • SourceDay
    • Returns all SourceDay suppliers  
  • Non-SourceDay 
    • Returns all non SourceDay suppliers
  • Enabled
    • Returns all suppliers that can be set up for SourceDay
  • Targeted (DO NOT USE) 
    • Returns all suppliers that have been set as targeted - NOTE:  This is an internal only value - this should not be clicked and should always return zero results 

 

Search

Type in a supplier company name, contact name or email into the search box and click the Search button to quickly find a specific supplier. 

 

Review

Review the supplier information and see the current setup for your suppliers:

  • ERP Vendor ID 
    • The vendor ID from the buyer's ERP
  • ERP Instance 
    • For companies that are integrated with more than one ERP, this will show what ERP the supplier information is feeding from
  • Name
    • Name for the supplier company as pulled from the buyer's ERP
  • Contact
    • Name of the supplier contact pulled from the buyer's ERP
  • Email
    • Email for the supplier pulled from the buyer's ERP
  • Trained
    • The supplier has completed training
  • Active
    • The supplier has been set up as a SourceDay supplier
  • Enabled
    • The supplier has been set so they can be set up as a SourceDay supplier
  • Targeted (DO NOT USE)
    • This field should not be used, it is an internal SourceDay field, clicking on this can cause unintended effects for your suppliers
  • Locked (DO NOT USE) 
    • This field should not be used, it is an internal SourceDay field, clicking on this can cause unintended effects for your suppliers
  • PO Reports
    • Allows you to enable/disable your supplier's ability to save and print PO PDFs
  • Scorecard 
    • Allows the supplier to view the Vendor Scorecard
  • Radar
    • Click the dropdown under the Radar column to set the radar range for your supplier. This drives items moving to the radar tab to remind the supplier when orders are coming due. This helps the supplier to prepare orders to ship out on time to meet their due or ship date. 
  •  Radar Confirmation *Coming Soon*
    • Click to require suppliers to confirm order lines once they land on the Radar tab.  This will move the order lines to the suppliers Update Tab and require a response.  Once the supplier confirms the order - the tabbed based notifications or radar reminder emails on this order line will stop. 
  • Ready to Ship
    • Is this a ready to ship supplier.  This would be an instance where the buyer is responsible for shipment from the supplier.
  • Adjusted Due Date (dependent on integration settings)
    • This is a setting that is set as part of your integration allowing your supplier to enter the shipping date for the due date instead of the date that the item should appear at your warehouse.  Changing the value will change how due dates are managed with your suppliers.
  • Spend Type
    • Changes how spend is calculated within the SourceDay application. 
      • Direct
      • Indirect
      • Mixed
      • Not Specified

 

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