Supplier Portal Buyer Admin Help
Welcome
Get started
Architecture
Log in
Cookies
Navigate the portal
Use the Worklist
Use the search function
Use the export list function
Import into Excel
User administration
Basic concepts
Identity
User statuses
Roles
Supplier user roles
Buyer admin roles
Authorizations
Privileges
Create users
Create supplier users
Create buyer admin users
Create admin lead users
Create SSO users
Conventions
Upload users
Upload the user records
Upload formats
Activate the uploaded users
Approve self-registration workflows
Lock and unlock user accounts
Set vendor authorizations
Set default vendor authorizations
Set vendor-specific authorizations
Set supplier user authorizations
Delete supplier users
Vendors and groups
Vendors
Assign an additional vendor
Vendor master records
Manage vendor master records
Change vendor master data
Authorize changes to vendor master record
Approve vendor master changes
Groups
Create a new group
Access restriction fields
Copy an existing group
Maintain or delete groups
Invoices and credit notes
View documents
Attachments
View invoice images and other attachments
Notes
View notes
Messages
View messages
Action statuses
Related documents
View related documents
Audit trails
View audit trails
Purchase orders
View purchase orders
Purchase order status
Line item status icons
Order confirmations
View order confirmations
Configure the portal
Configure the Log on page
Create a new information page
Modify an existing information page
Hide the self-registration option
Configure email notifications
Set up the email service
Set up the email templates
Create a template
Modify an existing template
Predefined templates
Placeholders
Assign email templates to user-related actions
Enable email notifications for document-related actions
Configure the self-registration process
Configure the self-registration method
Set up the approval workflow
Self-registration parameters
Configure the vendor association process
Set up company codes
Add company codes
Modify or remove company codes
Add a system ID to the white list
Configure fields
Add fields
Edit and delete fields
Rename field labels
Show and hide fields
Example - View payment block indicators
Example - Do not display credit flag
Set up the password policy
Password length and format
Configure general portal settings
Configure the portal layout and behavior
Configure the upload types
Workflows
Create a new recipient group
Maintain processors and recipient groups
Assign additional users to a recipient group
SAML
SAML entities
Message encryption
User information
Single Sign-On (SSO) scenarios
Single Logout (SLO) scenarios
Configure SAML
Configure the assertion rules
Configure the IdP
Identity Provider parameters
Configure the SP
Service Provider parameters
Enable SSO with SAML
Synchronization logs
View synchronization logs
Reports
Create customized reports
Predefined reports
Monitor the portal
Health status check
Memory consumption
Number of active sessions
Statistics
Maintain your user profile
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Vendors and groups
Vendors and groups
Vendors
Groups
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Supplier Portal Buyer Admin HelpSupplier Portal Buyer Admin Help