Below are some useful scenarios that can be used to quickly prepare Supplier data for updating.
Suppliers with Incomplete Setup
Supplier Portal information can easily be populated into the Integrator, enabling users to enrich or otherwise maintain the data and upload it back into Fusion.
1. From within the selected tabbed area of the Fusion Supplier Portal, e.g. the ‘No Addresses’ section, export the data to Excel using the button highlighted below:
2. Ensure you have an Integrator sheet available with all the required columns present for making the updates.
3. Copy the Supplier Number values from the Excel worksheet and paste these into the Supplier Number column of the Integrator sheet.
4. Highlight the Supplier Number values which you want to download and select the ‘Download Via Sheet’ option from the More4apps ‘Download’ button on the ribbon.
5. Review the downloaded data to ensure you have all the records to be updated: you can delete rows or download additional Supplier data, as required.
The Integrator will now contain data in all appropriate sections ready for updating or creating new child records.
Supplier Spend Authorization Requests
The Supplier Portal list of ‘Prospective’ Business Relationship Suppliers can be quickly populated in the Integrator allowing users to complete the ‘Spend Authorization’ section and upload the requests back into Fusion (see notes in the ‘Submitting Spend Authorization’ section above).
1. Using the Fusion Supplier Portal, export the data to Excel using the button highlighted below:
2. Ensure you have an Integrator sheet available with all the required columns present for making the updates.
Tip: The worksheet below shows the minimum columns required to submit these requests. Limiting the sheet to these columns will ensure optimum performance of the upload. Also, note the use of ‘Default Values’ in row 10 of this example: this will save time entering data into the sheet:
3. Copy the Supplier Number values from the Excel worksheet and paste these into the Supplier Number column of the Integrator sheet.
4. Highlight the Supplier Number values which you want to download and select ‘Download Via Sheet’ option from the More4apps ‘Download’ button on the ribbon.
5. Review the downloaded data to ensure you have all the records to be updated: you can delete rows or download additional Supplier data, as required.
6. For this specific upload, no Supplier Upload Action value is required: the Integrator will detect the Spend Authorization information on the relevant rows.
7. Highlight the rows to be updated and submit the Upload process as normal.
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