User Guide

10.3

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Adding a Record

You can use

Supplier 360

to add a record and send the record for review and approval. The record remains in the pending state until the record is rejected or approved.

If the application environment includes Product 360, when you create a supplier profile, the application creates a matching supplier in Product 360. Product 360 restricts supplier names to 50 characters or fewer. You must enter a supplier name that complies with this restriction or the supplier activation in Product 360 fails.

To add a record, log in to

Supplier 360

application, and then perform the following steps:

In the navigation bar, click

New

, select a business entity, and then click

An entity tab opens and displays the data entry form for the business entity. Required field are marked.

For each required field in the form, click the field, and type a value.

The following image shows a sample data entry form for a Supplier business entity.

Navigation menu

Required field indicator

If the

Similar Records

panel contains a list of similar records, review them.

In the

Similar Records

panel, click the information icon beside the name of a record.

Check the other data values to see if the record is the same as the one you are adding.

If it is the same record, click

Use this record

. When prompted for confirmation, click

Yes, proceed

. The work-in-progress record is discarded and the tab closes. The selected record opens in an entity tab. You can edit data as required.

If it is not the same record, click

Review other similar records in the same way.

If a record does not exist, return to the tab containing the work-in-progress record.

In the data entry form, add data in the optional fields.

Fill in the fields.

Optionally, add an image. Type a valid URL in the image field.

For best results, use an image that is a maximum of 200 x 200 pixels. For images, the MDM Hub stores the URL, not the file. If the location of the file changes, you must update the URL.

Click the

Apply

icon.

If the data entry form includes sections for child records, add child records to the sections.

In the navigation menu, click a section name, such as

Address

Phone

The view scrolls to the selected section.

Click

Create Child Record

The data entry form for the child record appears.

Fill in the fields.

The following image shows a sample

Address

section in the form view:

Table

view

Form

view

Create Child Record

Apply

Discard

Click the

Apply

After you finish adding data, click

Save

A message confirms that the record was created successfully. If your user role permits you to save data without a review, the application saves the record to the MDM Hub Store as an active record. Otherwise, the application saves the record as a pending record and initiates the review process associated with your role.

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User Guide

User Guide

Adding a Record

Adding a Record