Supplier Fields
These fields are available on the Supplier Details page.
|
Field | Data Type |
Action Required |
|---|---|---|
|
Basic Details: Captures key identifying information about a supplier, including its legal identity, type, and related business information. | ||
|
Supplier Name (Required) | String |
Enter the name of the legal or registered entity of the supplier provided during creation; can contain up to 200 characters. |
|
Alternate Name | String |
The alternate or "doing business as" name, if applicable. |
|
Supplier Code | String |
A unique system-generated identifier assigned to each supplier. Administrators can define the Prefix format in Supplier Management Settings. |
|
Supplier Status | Picklist |
Indicates the current lifecycle stage or activity status of the supplier. For example, Draft, Pending Approval, Active. |
|
Supplier Type (Required) | Picklist |
Specify the supplier type. For example, Components and Parts Manufacturer, Contractor. |
|
Parent Supplier | Lookup |
Specify the parent entity if the supplier is a subsidiary or branch. |
|
Industry | Picklist |
Select the business sector or industry in which the supplier operates. |
|
Preferred Currency | Lookup |
Select the currency used for financial transactions with the supplier. For example, Australia Dollar ($), United States Dollar ($) |
|
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. |
|
Relationship Status | MultiPicklist |
Specify the nature or strength of the supplier relationship. For example, Prospective, Ready for Contracting, Ready for Ordering. |
|
Website | String |
Specify the supplier's official website. Ensure to enter a valid URL. For example. www.supplierco.com |
|
Customer Number | String |
Specify the customer account number if the supplier also serves as your customer. |
|
OnOFACList | Boolean |
Toggle this button to Indicate whether the supplier is listed on the OFAC (Office of Foreign Assets Control) sanctions list. |
|
ExternalId | 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. |
|
Comments | LongString |
Enter any additional notes or remarks about the supplier. |
|
Locations: Captures the registered and operational addresses of the supplier, along with associated contact details. | ||
| Location Name (Required) | String | Name or identifier of the supplier's location. |
| Location Type (Required) | 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. |
| Address Line 1 (Required), Address Line 2, Country (Required), State (Required), City (Required), Zip code | String | Enter the complete address details. Note: Currently, the system includes pre-seeded address data for the United States only. |
| Contact Name | Lookup | Enter the contact name for that location. |
| Contact Email | String | Specify the contact email address for that location. |
| Contact Phone | String | Specify the contact phone number for that location. |
|
Contacts: Lists all contacts associated with the supplier, including their role and activity status. | ||
Contact Name (Required) Contact Email (Required) Phone Number | String | Enter the basic contact information. |
| Active | Boolean | Toggle this button to indicate if the contact is currently active. |
| Set as primary contact for the supplier | Boolean | Toggle this button to mark one contact as the main point of communication for the supplier. Only one contact can be set as primary at a time. |
|
Identifications: Stores key registration or government-issued identifiers that uniquely recognize the supplier's legal or tax status. | ||
|
Identification Type (Required) | Picklist |
Specify the type of identification associated with the supplier (For example, State EIN, DUNS Number, Business License Number). |
|
Identification Number (Required) | 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. | ||
|
Name (Required) | 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, ). |
|
Certification Number (Required) | String |
The unique number or code assigned by the certifying agency. |
|
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. |
|
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. |
|
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. |
|
URL | String |
A link to the certifying agency's website or online certificate verification page, if available. |
|
Notes | LongString |
Additional comments, details, or references related to the classification or certification. |