Concept: Supplier Portal
Supplier Portal
You can enable suppliers to maintain their own data, such as addresses and settlement banking information, and submit their own updates. Suppliers can also:
- View their purchase orders (POs).
- View and search for purchase orders using healthcare-specific procedure information, such as Patient ID or Procedure Number.
- View and load catalogs.
- View and respond to request for quotes (RFQs).
- View and create invoices from Purchase Orders.
- View and create invoice requests.
- View payments.
- View remittance files.
- View consigned inventory.
You can enable users to make changes to these areas on the supplier portal:
- Contact information.
- Settlement bank accounts.
- Alternate names.
- Classifications, spend category hierarchies.
Manage Supplier Information
Configure roles on a supplier to route changes to the correct role on the supplier. The
Maintain Assignable Roles
task assigns roles to users. Supplier contacts can access these tasks to submit their own updates:
Task | Description |
|---|---|
Change Supplier Contact Information
| Submit new and updated supplier contact information for review and approval. |
Change Supplier Settlement Bank Account
| Submit new, and updated settlement bank accounts for review and approval. |
Change Supplier Alternate Name
| Submit new and updated supplier alternate names for review and approval. |
Change Supplier Classification
| Submit new and updated supplier classification, spend category hierarchies for review and approval. |
Route Changes to Business Processes
When a supplier submits a change on the supplier portal, Workday routes the change to the role you configure on the supplier. Configure these business processes to route changes for review or approval:
- Supplier Contact Info Change Event
- Supplier Settlement Bank Account Change Event
- Supplier Alternate Name Change Event
- Supplier Classification Change Event
Manage Request for Quotes
Suppliers receive RFQs through the request for quotes dashboard, enabling suppliers to:
- View, print, and download RFQs and related attachments.
- Create bid responses and enable messaging with buyers using activity stream comments.
- Bid only on lines that require a response.
- Easily access open RFQs and search for RFQs using spend category and commodity codes.
Supplier Purchase Order Acknowledgment
Suppliers can create Purchase Order Acknowledgments (POA) from the
Acknowledge
related action on purchase orders issued to the supplier contact.Suppliers can also automatically update purchase order acknowledgments using the
Schedule Automatic Updates from Purchase Order Acknowledgments
task.Create Supplier Invoice Request
Suppliers can create Supplier Invoice Requests, for orders that don't have a PO, from the
Invoices and Payments
dashboard.