SITEBASICS - Jaggaer

[Pages:242]Site Essentials

Handbook for Users and Administrators

Product Version: 23.3

Last Updated: 11.06.23

Proprietary ? ? JAGGAER, LLC. The information contained in this document is Proprietary. External distribution is not permitted except under a non-disclosure agreement.

Table of Contents

Welcome to Site Essentials

13

Objectives

13

Site Navigation

14

Accessing the Application

14

Overview

14

Related Permissions

14

User Registration and Login

14

Users and Roles

15

Registering as a New User

15

Logging into the Application

15

Logging into the Application with Multi-Factor Authorization (MFA)

16

Login via Buyer Identity Management

18

Overview

18

Login Through IDM

19

Notifications

22

Default Password Policies

23

Site Navigation

23

Overview

23

Related Permissions

24

Main Menu Icon Descriptions

24

Setting Your Homepage

25

Using the Menu Search

26

Using the Quick Search

26

Page Bookmarks

27

Action Items and Notifications

27

User Profile

27

2

Proprietary ? ? JAGGAER, LLC. The information contained in this document is Proprietary. External distribution is not permitted except under a non-disclosure agreement.

Accessing Self Help Tools

28

JAGGAER ONE Cross-Module Integration Navigation

28

Online Help

33

The Home Page

33

Basics

34

The Toolbar

37

Personal Dashboards and Widgets

37

Overview

37

Related Permissions

38

Creating and Managing Personal Dashboards

38

Widgets

39

JAGGAER Mobile App

54

Overview

54

Related Permissions

54

Supported Devices

55

Activating a Mobile Device

55

Shopping Via the Mobile App

56

Approvals in the Mobile App

57

Action Items and Notifications

57

User Profile and Export

58

The User Profile

58

Overview

58

Related Permissions

59

Accessing Your User Profile

60

User Profile and Preferences

61

Update Security Settings

62

Default User Settings

63

3

Proprietary ? ? JAGGAER, LLC. The information contained in this document is Proprietary. External distribution is not permitted except under a non-disclosure agreement.

User Roles and Access

67

Ordering and Approval Settings

71

Permission Settings

72

Notification Preferences

73

User History

73

Administrative Tasks

73

Administrator Activities

75

User Search and Export

78

Overview

78

Related Permissions

78

Accessing User Search

79

Searching for Users

79

Saving Searches

80

Manage Searches Page

81

Exporting User Information

81

Document Search and Export

83

Searching for Documents

83

Overview

83

Related Permissions

83

Accessing Document Search

83

Guided Tour for Document Search

84

Quick Filters and My Searches

87

Quick Search

87

Advanced Search

88

Totals vs. Aggregates

88

Sorting the Search Results

89

Managing Search Results Columns

89

4

Proprietary ? ? JAGGAER, LLC. The information contained in this document is Proprietary. External distribution is not permitted except under a non-disclosure agreement.

Pinning Columns and Filters Saving Document Searches Exporting Document Searches Overview Related Permissions Export Types Exporting from Search Results Exporting a Saved Search Scheduling Search Exports Downloading Search Exports Customized Document Search Export Templates Overview Related Permissions Accessing the Export Template Screen The Manage Export Templates Screen Create a Template Supplier Profile Management Overview and General Information Overview Related Permissions Accessing the Supplier Profile Supplier 360 Summary Profile Information General Profile Information Additional Information Supplier Classes System Settings

90 91 95 95 96 96 97 97 98 99 100 100 100 101 101 101 105 105 105 105 106 107 110 110 111 111 113

5

Proprietary ? ? JAGGAER, LLC. The information contained in this document is Proprietary. External distribution is not permitted except under a non-disclosure agreement.

View Supplier Profile History

114

View Supplier Profile Email Logs

115

The JAGGAER Supplier Network

115

Supplier Hierarchy

115

Associate Suppliers to Business Units

116

Contacts and Locations

117

Overview

117

Related Permissions

118

Accessing Supplier Profile Contacts and Locations

118

Managing Contacts

118

Addresses

119

Locations

120

Fulfillment Centers

121

Diversity

127

Overview

127

Related Permissions

127

Accessing Supplier Profile Diversity Settings

128

General Diversity Settings

128

TealBook Supplier Data Enrichment - Diversity Information

129

Additional Information

134

2nd Tier Prime Settings

134

Workflow and Review Information

134

Overview

134

Related Permissions

134

Accessing Supplier Profile Workflow and Review Information

135

ERP Sync

135

Internal Notes

136

6

Proprietary ? ? JAGGAER, LLC. The information contained in this document is Proprietary. External distribution is not permitted except under a non-disclosure agreement.

Supplier Registration and Supplier Review Workflow

136

Original Supplier Request

137

Profile Update Review

137

Performance Information

140

Overview

140

Related Permissions

140

Accessing Supplier Profile Performance Information

140

Scorecards

141

Trending Report

141

Legal and Compliance Settings

141

Overview

141

Related Permissions

141

Accessing Supplier Profile Legal and Compliance Settings

142

Contracts

142

Insurance

142

Tax

144

OFAC / Restricted Party Check

147

Supplier Health Assessment

149

TIN Information

149

Questionnaires

153

Accounts Payable Settings

153

Overview

153

Related Permissions

154

Accessing Supplier Profile Accounts Payable Settings

154

Manage Payment Methods

154

Trustpair Bank Account Information Validation

157

Security Notifications for Supplier Payment Information Changes

158

7

Proprietary ? ? JAGGAER, LLC. The information contained in this document is Proprietary. External distribution is not permitted except under a non-disclosure agreement.

eProcurement Settings

158

Overview

158

Related Permissions

158

Accessing Supplier Profile eProcurement Settings

159

Types of Pricing

159

Hosted vs. Punch-Out Catalogs

160

Price Config/List Price and Price Sets

160

Catalog History Export

161

Showcase

162

Integration Settings

162

ERP Management

163

Overview

163

Related Permissions

164

Accessing ERP Management Settings

164

The Supplier Profile ERP Sync Page

166

Configure Supplier Internal Review Workflow - ERP Sync Upon Approval

166

Supplier Category Settings

166

Overview

166

Related Permissions

167

Accessing Supplier Category Settings

167

Activating and Deactivating Categories

168

Supplier Category Preferred Positioning

169

Supplier Fulfillment Center Custom Fields

170

Overview

170

Related Permissions

170

Accessing Fulfillment Center Custom Field Configuration

170

Create and Manage Fulfillment Center Fields

171

8

Proprietary ? ? JAGGAER, LLC. The information contained in this document is Proprietary. External distribution is not permitted except under a non-disclosure agreement.

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