Exercise - Set up an external role for a vendor
In this exercise, you will set up an external role for a vendor for vendor collaboration.
Before you begin
To get the most benefit from this exercise, we recommend that you have the standard sample data available in Supply Chain Management that is installed by using Lifecycle Services.
To create the external role follow these steps.
In company USMF, go to System administration > Security > External roles.
Verify that Vendor (external) and Vendor admin (external) roles are listed.
Go to Procurement and sourcing > Vendors > All vendors.
Select the vendor 1001 to open the General page.
In the Collaboration activation field, select Active (PO is auto-confirmed).
Open the Vendor page and under SET UP in the Action Pane, select Contacts > Add contacts.
In the first name field, type your name.
Select Save.
Under REQUESTS in the Action Pane, select Provision vendor user.
Set up the email alias, such as someone@microsoft.com.
Type Demo vendor collaboration in the Business justification field.
In the Legal entities the person is a contact for, select the Vendor collaboration access allowed check box.
In the Assign user roles, select the Assign check box for both Role descriptions.
Select Submit.