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English
  • Supplier 360 10.5 HotFix 3
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Supplier 360
  3. Getting Started
  4. Adding Records
  5. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Searchable Lookup Fields Overview
  9. Managing Record Versions
  10. Importing Bulk Data
  11. Reviewing a Supplier
  12. Reviewing Multiple Suppliers
  13. Managing Suppliers
  14. Broker Role for Supplier 360
  15. Communicating with Suppliers
  16. Investigating Relationships
  17. Creating Supplier Profiles on the Supplier Portal

User Guide

User Guide

Back Next

Adding a Draft Record

Adding a Draft Record

You can partially fill in a business entity record, and then save it as a draft.
  1. In the navigation bar, click
    New
    , select a business entity type, and then click
    OK
    .
    An entity tab opens and displays the data entry form for the business entity.
  2. Add data to the record.
  3. To save the draft of the record, click
    Cancel
    .
    The
    Discard New Record
     dialog box appears.
  4. Click
    Save as Draft
    .
    The record is saved as a draft. You can access the draft on the
    Drafts
     page.
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