Supplier Fields
These fields are available on the Supplier Details page.
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Field | Data Type |
Action Required |
|---|---|---|
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Basic Details: Captures key identifying information about a supplier, including its legal identity, type, and related business information. | ||
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(Required) Supplier Name | String |
Enter the name of the legal or registered entity of the supplier provided during creation; can contain up to 200 characters. |
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Alternate Name | String |
The alternate or "doing business as" name, if applicable. |
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Supplier Code | String |
A unique system-generated identifier assigned to each supplier. Administrators can define the Prefix format in Supplier Management Settings. |
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Supplier Status | Picklist |
Indicates the current lifecycle stage or activity status of the supplier. For example, Draft, Pending Approval, Active. |
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(Required) Supplier Type | Picklist |
Specify the supplier type. For example, Components and Parts Manufacturer, Contractor. |
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Parent Supplier | Lookup |
Specify the parent entity if the supplier is a subsidiary or branch. |
| Supplier Group | Lookup | Select the group to which the supplier belongs, used to categorize or group suppliers into designated business categories. |
| (Required) Email Domain | String | Specify the email domain (for example, acme.com) associated with the supplier, used for domain-based identification and validation. |
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Industry | Picklist |
Select the business sector or industry in which the supplier operates. |
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Preferred Currency | Lookup |
Select the currency used for financial transactions with the supplier. For example, Australia Dollar ($), United States Dollar ($) |
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Spend Category | Multi-level lookup |
Search and select the type of goods or services the supplier provides. Categories can be set using Spend Category under CLM Admin Setup. This field allows you to assign the most appropriate active spend category from the multi-level hierarchy. Categories that do not have subcategories are also fully selectable. |
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Relationship Status | MultiPicklist |
Specify the nature or strength of the supplier relationship. For example, Prospective, Ready for Contracting, Ready for Ordering. |
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Website | String |
Specify the supplier's official website. Ensure to enter a valid URL. For example. www.supplierco.com |
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Customer Number | String |
Specify the customer account number if the supplier also serves as your customer. |
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OnOFACList | Boolean |
Toggle this button to Indicate whether the supplier is listed on the OFAC (Office of Foreign Assets Control) sanctions list. |
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External Id | String |
An external system reference ID, if the supplier is synchronized with an external source. For example, ERP systems such as SAP, Oracle, etc. Maximum characters allowed is up to 200. |
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Comments | LongString |
Enter any additional notes or remarks about the supplier. |
| Sanctions List | Picklist | Displays the compliance screening status of the supplier against global sanctions databases (for example, Not Screened) |
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Locations: Captures th e registered and operational addresses of the supplier, along with associated contact details. | ||
| (Required) Location Name | String | Name or identifier of the supplier's location. |
| (Required) Location Type | Picklist | Specifies the type of location. For example, Headquarters, Branch, Warehouse. |
| Status | Boolean | Toggle this button to indicate whether the location is active or inactive. |
| (Required) Address Line 1, (Optional) Address Line 2, (Required) Country, State, City, (Optional) Zip code | String | Enter the complete address details. Note: Currently, the system includes pre-seeded address data for the United States only. |
| First Name | String | Enter the first name of the contact person associated with the location. |
| Last Name | String | Enter the last name of the contact person associated with the location. |
| Email Address | String | Specify the contact email address for that location. Important: The email address must use the supplier's email domain. |
| Phone Number | String | Specify the contact phone number of that location. |
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Contacts: Lists all contacts associated with the supplier, including their role and active status. | ||
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(Required) First Name | String | Enter the first name of the contact. |
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(Required) Last Name | String | Enter the last name of the contact. |
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(Required) Email Address | String | Enter a valid email address for the contact. The email domain must match the supplier's configured Email Domain; subdomains are also accepted (for example, if the supplier domain is acme.com, then [email protected] and [email protected] are valid). Note: The email address must be unique across the entire system for all suppliers. This email is used for supplier portal login. |
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Phone Number | String |
Enter the phone number for the contact. |
| Active | Boolean | Toggle to indicate if the contact is currently active. Note: When the Active toggle is off, the Enable Login toggle is automatically turned off, and the Set as primary contact for the supplier field for the supplier is cleared. Both remain unavailable until the contact is set to Active again. |
| Enable Login | Boolean | Toggle to enable supplier portal login access for this contact. When enabled, the system initiates the onboarding flow to provision platform access for the contact. An email is sent to set up the account and access the supplier portal. Once a platform login is created, the contact's email address becomes non-editable even if login is subsequently disabled. Note: The Enable Login field and its contacts-list column are shown only when the Supplier Portal access setting is enabled in Supplier Management Settings. When disabled, the column is hidden and is not available for display or filtering.
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| Set as primary contact for the supplier | Boolean | Toggle to mark one contact as the main point of communication for the supplier. Only one contact can be set as primary at a time. |
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Identifications: Stores key registration or government-issued identifiers that uniquely recognize the supplier's legal or tax status. | ||
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(Required) Identification Type | Picklist |
Specify the type of identification associated with the supplier (For example, State EIN, DUNS Number, Business License Number). |
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(Required) Identification Number | String |
Enter the actual registration or identification number corresponding to the selected identification type. For example: enter the nine-digit identifier 123456789) for DUNS number. |
| Business Classifications: Captures supplier diversity or certification information, helping organizations track and report on supplier categories such as small business, minority-owned, or women-owned enterprises. | ||
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(Required) Name | String |
The official name of the certification or classification obtained by the supplier. |
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Classification Type | Picklist |
Defines the type or category of the business classification (for example, Certification, Compliance, ). |
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(Required)Certification Number | String |
The unique number or code assigned by the certifying agency. |
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Certifying Agency | String |
The official organization or authority that issued the certification. |
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Certification Effective Date | Date |
The date on which the certification becomes active. |
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Certification Expiration Date | Date |
The date on which the certification expires. Based on this date, the certification is automatically shown as Valid or Expired it in the system. |
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Provide By Contact | Lookup |
The contact name who supplied the certification details. |
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Provide By Email | String |
The contact's email address who submitted or verified the certification information. |
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URL | String |
A link to the certifying agency's website or online certificate verification page, if available. |
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Notes | LongString |
Additional comments, details, or references related to the classification or certification. |