Merge Suppliers

The following instructions explain how to merge two suppliers that belong to the same procurement business unit.

WARNING: Merging suppliers cannot be reversed.

Step Action Illustration

1

 From the Dashboard, click Procurement and select Suppliers.
 
The Suppliers Overview page appears.

2

 Click the Task icon and select Merge Suppliers.
 
The Merge Suppliers page appears.

3

 In the Requests section, click the Add icon.
 
A new Supplier Information Row appears.

4

 In the From Supplier field, click the Search icon.
 
The Search and Select: From Supplier pop-up appears.

5

 Enter at least one of the Search parameters and click Search.
 
Select the appropriate Supplier from the search results and click OK.

6

 In the From Supplier Site field, click the drop-down arrow and select the appropriate supplier site from the list.
 
If the appropriate supplier site is not populated, click the Search link.
 
Type in the Supplier Site and click Search. Select the appropriate Supplier Site from the search results and click OK.
 
The Supplier Site field populates.
 

7

 If the From Supplier Site and To Supplier Site are the same, then enable the Copy Site check box. The To Supplier Site field disappears.
 
In the To Supplier field, click the Search icon. The Search and Select: To Supplier pop-up appears.

8

 Enter at least one of the Search parameters and click Search.  Select the appropriate Supplier from the search results.
 
Click OK.

9

 If the Copy Site check box is not enabled, then click the drop-down arrow in the To Supplier Site field and select the appropriate Supplier Site.
 
If the appropriate Supplier Site is not populated, then click the Search link and perform a search.
 
The To Supplier Site populates.

10

 Click the drop-down arrow in the Transfer Options field and select the appropriate option.
Click Submit at the top of the screen.
 
A Warning pop-up appears.
 

11

 If you are sure that the suppliers should be merged, then click Yes. A Confirmation pop-up appears.
 
If you are not positive that the suppliers should be merged, then click No and verify before continuing. The Warning closes and you return to the Merge Suppliers page. Do not continue to the next step.

12

 Note the Process ID number then click OK.
 
The Merge Suppliers Request appears in the Processes section.

13

 Click the View Output icon in the merger row containing the Process ID you noted from the Confirmation in the previous step.
 
The Merge Suppliers Output pop-up appears.

14

 Click the output file link, then save and open the file.
 
The Supplier Merge Report opens.

15

 View the details of the merge in the Supplier Merge Report.

Update 9/19/2018 JM