We made it right on time again. In this webinar we will show you all the settings to configure your Spend Cloud environment as optimally as possible, so that the orderer can order in a very user-friendly way.
Relevant portal articles and webinars
We touched on many topics in the webinar. Topics that we were not able to think about for very long during the 45 minutes of the webinar. For more information on these topics, you can view the Portal articles or theme webinars below.
Theme webinar about setting workflows and the encoding matrix (Dutch only)
Theme webinar Supplier management (Dutch only)
Theme webinar create suppliers (Dutch only)
Topics during the webinar
Do you want to quickly skip to a specific topic? Then use this overview.
10:22 Purpose of the Procurement module
11:04 Who completes the financial encoding of an order?
14:06 Default values
26:07 Unknown supplier
27:27 ledger translation table
28:57 Supplier groups
33:47 Link function profile to a supplier group
36:05 Delivery registration
43:37 What could go wrong?
46:59 Set threshold amount for delivery registration
48:27 Completion of orders
49:58 Encoding menu
52:47 Key takeaways
53:23 Wrap-up and upcoming webinars
Additional information about Unknown supplier
Unfortunately, we do not have an extensive portal article about this as mentioned in the webinar. Only this brief piece of text is available. That is why we provide some additional information in this article.
When the 'unknown supplier' functionality is enabled, a user can make an order request based on a description. At the top of a 'manual order request' you will then get the option 'unknown supplier'. This is selected and the orderer only needs to fill in the description. The other fields are then optional. The order is then sent to the Purchasing department, which can complete the order and then order it.
This functionality is often used when there are agreements with a specific supplier. The orderer knows “I would like to order a chair”, but does not know where and whether there are contractual agreements with specific suppliers. This way you keep control of the ordering process, but you can maintain control over where exactly the products are ordered.