Supplier Portal Site Maintenance

Menu Path: Portals $Images\bluerarw.gif$ Supplier Portal $Images\bluerarw.gif$ Site Setup $Images\bluerarw.gif$ Supplier Portal Site Maintenance

Purpose

Set up and maintain supplier portal sites.

Overview

Use Supplier Portal Site Maintenance to view, create, edit, copy, and delete supplier portal sites.

Creating a Supplier Portal Site

To create a supplier portal site:

Click the New button in the ribbon.
Enter an ID for the site in the Site ID field.
Enter a name for the site in the Site Name field.
If the site is inactive, select the Inactive radio button.
If necessary, enter a site language and virtual folder for the site.
Enter a description of the site in the Site Description field.
Enter folders to store purchase order, container, and shipment attachments added from the site. You can use the same folder for all attachments or you can specify three separate folders.
Click the Suppliers tab.
Manually add suppliers that can access the site, or use the ribbon to import suppliers.
Click the Shippers tab.
Add shippers that are available for the site.
Click the Email Options tab.
Enter an email address, subject, and text for email sent in response to user's requesting to receive or reset a forgotten password.
Click the OK button in the ribbon. The supplier portal site is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Supplier Portal Site Maintenance window.
New	Click this button to create a new supplier portal site. This button is only available if the Inquiry tab is not displayed.
Update	Click this button to update the selected supplier portal site. This button is only available if the Inquiry tab is not displayed.
Delete	Click this button to delete the selected supplier portal site. This button is only available if the Inquiry tab is not displayed. Note You cannot delete a supplier portal site if any records exist that are associated with the site.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Import Suppliers	Click this button to display Supplier Portal Site Supplier Import, which allows you to add and remove suppliers associated with the supplier portal site.
Show Data	Click this button to display sites on the Inquiry tab based on the selected criteria. This button is only available if the Inquiry tab is displayed.
First	Click this button to display the first supplier portal site. This button is only available if the Inquiry tab is not displayed.
Prev	Click this button to display the previous supplier portal site. This button is only available if the Inquiry tab is not displayed.
Next	Click this button to display the next supplier portal site. This button is only available if the Inquiry tab is not displayed.
Last	Click this button to display the last supplier portal site. This button is only available if the Inquiry tab is not displayed.

Fields and Buttons

Field or Button	Description
Site ID	Enter a supplier portal site ID, or click the Lookup button to select a site ID.
Site Name	Enter a supplier portal site name, or click the Lookup button to select a site name.

General Tab Fields and Buttons

Field or Button	Description
Site Status	Select whether the supplier portal site is active or inactive. You can mark sites as inactive for testing, and then mark the sites as active when the sites are ready for suppliers. Inactive sites do not create any Apprise transactions, and only the inactive user can log into an inactive site. Note Inactive sites do not use site licenses.
Language	Click the Lookup button to select the language for labels and text on the site.
Virtual Folder	Enter a virtual folder for the supplier portal site.
Site Description	Enter a description of the supplier portal site.
Purchase Order Attachment Upload Directory	Enter the folder in which to store purchase order attachments for the supplier portal site, or click the Lookup button to navigate to and select the folder.
Container Attachment Upload Directory	Enter the folder in which to store container attachments for the supplier portal site, or click the Lookup button to navigate to and select the folder.
Shipment Attachment Upload Directory	Enter the folder in which to store shipment attachments for the supplier portal site, or click the Lookup button to navigate to and select the folder.

Suppliers Tab Fields and Buttons

Field or Button	Description
Supplier Code	Enter a supplier code to add to the supplier portal site, or click the Lookup button to select a supplier code.
Add	Click this button to add the entered supplier to the supplier portal site.
Supplier Name	Enter a supplier name to add to the supplier portal site, or click the Lookup button to select a supplier name.
Remove	Click this button to remove the selected supplier from the Selected Suppliers grid.
Remove All	Click this button to remove all suppliers from the Selected Suppliers grid.
Selected Suppliers	This grid displays suppliers associated with the supplier portal site. You can manually add suppliers or you can import a list of suppliers to add.

Shippers Tab Fields and Buttons

Field or Button	Description
Shipper ID	Enter a shipper ID to add to the supplier portal site, or click the Lookup button to select a shipper ID.
Add	Click this button to add the entered shipper to the supplier portal site.
Shipper Name	Enter a shipper name to add to the supplier portal site, or click the Lookup button to select a shipper name.
Remove	Click this button to remove the selected shipper from the Selected Shippers grid.
Remove All	Click this button to remove all shippers from the Selected Shippers grid.
Selected Shippers	This grid displays shippers associated with the supplier portal site.

Locations Tab Fields and Buttons

Field or Button	Description
Shipping Location Prefix	Enter a shipping location prefix to add to the supplier portal site, or click the Lookup button to select a shipping location prefix.
Add	Click this button to add the entered shipping location to the supplier portal site.
Shipping Location Name	Enter a shipping location name to add to the supplier portal site, or click the Lookup button to select a shipping location name.
Remove	Click this button to remove the selected shipping location from the Selected Shipping Locations grid.
Remove All	Click this button to remove all shipping locations from the Selected Shipping Locations grid.
Selected Shipping Locations	This grid displays shipping locations associated with the supplier portal site.

Email Options Tab Fields and Buttons

Field or Button	Description
From Address (Forgotten Password Email)	Enter the email address from which to send email for the supplier portal site when responding to a user who forgot their password and sent an email request for it.
Email Subject (Forgotten Password Email)	Enter the email subject to use for the supplier portal site when responding to a user who forgot their password and sent an email request for it.
Email Text (Forgotten Password Email)	Enter the text of the email to use for the supplier portal site when responding to a user who forgot their password and sent an email request for it.
From Address (Password Reset Email)	Enter the email address from which to send email for the supplier portal site when responding to a user who sent an email request to reset their password.
Email Subject (Password Reset Email)	Enter the email subject to use for the supplier portal site when responding to a user who sent an email request to reset their password.
Email Text (Password Reset Email)	Enter the text of the email to use for the supplier portal site when responding to a user who sent an email request to reset their password.

Inquiry Tab Fields and Buttons

Note This tab is disabled if you are creating, editing, or deleting a supplier portal site.

Field or Button	Description
All	Select this check box to display all supplier portal sites. This check box is selected by default.
Site Status	Select whether to display active or inactive supplier portal sites. This radio set is only enabled if you clear the All check box.
Sites	This grid displays supplier portal sites based on the selected criteria after you click the Show Data button in the ribbon.

Print Options Tab Fields and Buttons

Note This tab is only used when outputting the Directory Status Report. This report lists invalid folders that you have set up in Supplier Portal Site Maintenance, and is output if you click the OK button in the ribbon, and then the Yes button.

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.