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IBM Emptoris Virtual Supply Master Workshop Content. Created By: Rachel Stein. Managing data through VSM: Users Activation User permissions/Association to applications Supplier creation Roles/Groups VSM Mastering Rules Considerations What is a Mastering rule?

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vsm workshop content

Managing data through VSM:

    • Users
      • Activation
      • User permissions/Association to applications
    • Supplier creation
    • Roles/Groups
  • VSM Mastering Rules Considerations
    • What is a Mastering rule?
    • RBC requirements for mastering a supplier record
  • Review v10 VSM Notifications
  • Review v10 VSM User roles
    • SLM module
  • Review Branding for suite
    • External user log in screen
    • Internal application branding
  • Review Reference Data
    • Categories
    • Batch Load utility
  • Review Golden Attributes
  • Terms of Use
  • Questions & Action Items
VSM Workshop Content
managing data through vsm
Managing Data through VSM
  • The following Data is managed through VSM:
    • VSM User Data
      • Internal users (use SSO)
        • VSM manages Application Access
      • External Contacts associated to a supplier
        • VSM manages:
          • User Activation, Deactivation
          • Application Access
          • User ID and Password criteria
    • User Profile
    • Area
managing data through vsm1
Managing Data through VSM
  • VSM Supplier Creation
    • Suppliers can be directly setup within VSM and mastered. Once mastered the record will flow to the other applications in the IBM Emptoris Suite

To Master a Supplier

Supplier Profile Information

Master ID

managing data through vsm2
Managing Data through VSM
  • VSM Roles / Groups
    • Roles and groups are set up for each application in the IBM Emptoris Suite.
      • Roles manage the permissions the of the user
      • Groups are set up for job functions that have multiple roles associated.

Defining Roles

Assigning Roles

vsm workshop content1

Managing data through VSM:

    • Users
      • Activation
      • User permissions/Association to applications
    • Supplier creation
    • Roles/Groups
  • VSM Mastering Rules Considerations
    • What is a Mastering rule?
    • RBC requirements for mastering a supplier record
  • Review v10 VSM Notifications
  • Review v10 VSM User roles
    • SLM module
  • Review Branding for suite
    • External user log in screen
    • Internal application branding
  • Review Reference Data
    • Categories
    • Batch Load utility
  • Review Golden Attributes
  • Terms of Use
  • Questions & Action Items
VSM Workshop Content
vsm mastering rules considerations
VSM Mastering Rules Considerations
  • What is a mastering rule?
    • Mastering rules are rules setup on a supplier record allowing the ‘Source’ data source to update the record or field value.
vsm mastering rules considerations1
VSM Mastering Rules Considerations
  • VSM Out of Box - Closest match criteria:
    • “Company Name” field is the only field available for ‘closest match’ rule.
        • This rule is ‘NOT’ case sensitive
    • Auto-mastering workflow use the ‘closest match’ rule.
      • If close match suppliers are found in VSM the supplier record is kicked out into a queue to be reviewed by an data administrator to be master manually.

1.) Setting up Mastering rules per data source

2.) After a record is mastered it is published to subscribing modules (sample SLM)

vsm mastering rules considerations2
VSM Mastering Rules Considerations
  • Mastering Questions for RBC-
    • Are there any data rules to be applier to supplier records?
      • RBC can set a field level rule to validate supplier fields that ‘must’ be populated before mastering. Are there any such fields?
      • RBC can set a data source rule to always allow a certain data source (SLM) to auto-master the supplier record.
        • When a supplier is approved in SLM will the supplier record be auto-mastered or manually mastered?
  • Sample of Data rules setup for the Master data source
  • Master IF:
  • Supplier ‘Approved’ in SLM
  • Company Name in SLM data source != Company Name in Master Data source.
slide10

Sample of a supplier “Apple Pie LTD”

    • Approved in SLM
    • Mastered in VSM
    • The supplier will be available to all other modules (sample above showing supplier available in sourcing)
  • Above is the view from VSM where the master record is available by Module
    • VSM -> Supplier -> Sourcing – The supplier that was just mastered is available in Sourcing “Apple Pie LTD”
vsm workshop content2

Managing data through VSM:

    • Users
      • Activation
      • User permissions/Association to applications
    • Supplier creation
    • Roles/Groups
  • VSM Mastering Rules Considerations
    • What is a Mastering rule?
    • RBC requirements for mastering a supplier record
  • Review v10 VSM Notifications
  • Review v10 VSM User roles
    • SLM module
  • Review Branding for suite
    • External user log in screen
    • Internal application branding
  • Review Reference Data
    • Categories
    • Batch Load utility
  • Review Golden Attributes
  • Terms of Use
  • Questions & Action Items
VSM Workshop Content
vsm notifications
VSM Notifications
  • In version 10, notifications for Forgotten Username/Password and Password Reset Notifications are managed for all languages.
  • What are RBC password rules?
    • 1 or 2 emails sent to suppliers for password reset?
vsm notifications1
VSM Notifications
  • Managing Password attributes
    • Length of password
    • Number of attempts to long in
    • Password character attributes
    • Emails to be sent for password reset
vsm notifications2
VSM Notifications
  • Managing suite email attributes on all notification
    • Adjust the ‘Sent From’
    • Email Subject Tag
vsm notifications3
VSM Notifications

Contact/User Password Criteria Considerations:

vsm workshop content3

Managing data through VSM:

    • Users
      • Activation
      • User permissions/Association to applications
    • Supplier creation
    • Roles/Groups
  • VSM Mastering Rules Considerations
    • What is a Mastering rule?
    • RBC requirements for mastering a supplier record
  • Review v10 VSM Notifications
  • Review v10 VSM User roles
    • SLM module
  • Review Branding for suite
    • External user log in screen
    • Internal application branding
  • Review Reference Data
    • Categories
    • Regions (Country, City and State)
    • Organization Structure
    • Batch Load utility
  • Review Golden Attributes
  • Terms of Use
  • Questions & Action Items
VSM Workshop Content
vsm roles
VSM Roles
  • VSM Roles:
  • VSM provides a default set of roles when the Suite in installed. Below is the defined set of default roles.
  • Custom roles can be created per application based on business/job responsibilities.
  • What are the RBC roles for SLM?

Out of the Box defined Roles

vsm workshop content4

Managing data through VSM:

    • Users
      • Activation
      • User permissions/Association to applications
    • Supplier creation
    • Roles/Groups
  • VSM Mastering Rules Considerations
    • What is a Mastering rule?
    • RBC requirements for mastering a supplier record
  • Review v10 VSM Notifications
  • Review v10 VSM User roles
    • SLM module
  • Review Branding for suite
    • External user log in screen
    • Internal application branding
  • Review Reference Data
    • Categories
    • Regions (Country, City and State)
    • Organization Structure
    • Batch Load utility
  • Review Golden Attributes
  • Terms of Use
  • Questions & Action Items
VSM Workshop Content
vsm branding
VSM Branding
  • In v10 the Image below is the Log In Page:
  • The logo on the Log In page above is customizable
    • Image file dimensions for logo are dependent on the customer Initial Log on page design. Provide a .esp file for initial mock-up
vsm branding1
VSM Branding
  • Samples of other Clients Branding:
vsm branding2

In v10 the following Branding is available within the application-

      • Place holder to upload customer logo left side of top & middle menu bars – supported size up to: 180/60 (w/h) pixels
      • Replacing IBM logo with customer logo right side of the middle menu bar – supported size up to: 60/15 (w/h) pixels
      • Place holder to upload customer logo left side of bottom menu bar – supported size up to: 158/26 (w/h) pixels.
      • IBM Emptoris <product> text can be replaced with customer name
  • RBC to provide images for branding
      • Branding requires a build – need images as soon as possible
VSM Branding
vsm workshop content5

Managing data through VSM:

    • Users
      • Activation
      • User permissions/Association to applications
    • Supplier creation
    • Roles/Groups
  • VSM Mastering Rules Considerations
    • What is a Mastering rule?
    • RBC requirements for mastering a supplier record
  • Review v10 VSM Notifications
  • Review v10 VSM User roles
    • SLM module
  • Review Branding for suite
    • External user log in screen
    • Internal application branding
  • Review Reference Data
    • Categories
    • Batch Load utility
  • Review Golden Attributes
  • Terms of Use
  • Questions & Action Items
VSM Workshop Content
vsm categories
VSM Categories
  • Will category’s be loaded to be associated with Suppliers?
    • The category load will be a manual load via excel file.
    • Category data will be available in all Suite modules:
      • Sourcing
      • SLM
      • Program Management (Requests and Programs/Projects)
  • In version 10, categories are created manually or loaded through a spreadsheet as a batch load in VSM.
  • VSM-> Administration -> ALL Batch Upload Definitions
    • Above is a batch spreadsheet load
    • Sample Category load .csv file attached
vsm workshop content6

Managing data through VSM:

    • Users
      • Activation
      • User permissions/Association to applications
    • Supplier creation
    • Roles/Groups
  • VSM Mastering Rules Considerations
    • What is a Mastering rule?
    • RBC requirements for mastering a supplier record
  • Review v10 VSM Notifications
  • Review v10 VSM User roles
    • SLM module
  • Review Branding for suite
    • External user log in screen
    • Internal application branding
  • Review Reference Data
    • Categories
    • Batch Load utility
  • Review Golden Attributes
  • Terms of Use
  • Questions & Action Items
VSM Workshop Content
vsm shared data between module
VSM – Shared data between Module
  • Golden attributes in VSM is the data shared between the Emptoris modules.
    • VSM Data shared between applications:
      • Category Data
        • Category data is name, code, parent, description and keywords
      • Region Data
        • Region data is city, state and country data
      • Organization Data
        • Organization data is name, code, parent, description (used for contract visibility)
      • User Data
        • Shared user data is Name, Account Name, Profile , Groups
      • Supplier Data
        • Supplier data includes name, address, contacts. Suppliers MUST be mastered to be seen in other Suite modules.

To enable the Supplier and associated attributes defined as golden attributes to be passed to other applications the supplier record must first be mastered. For the golden attributes to be passed to the sourcing module the supplier record must also be approved in VSM and then will flow to sourcing.

The following screen shot above depicts the fields that Suppliers stored in VSM will share with other applications.

slide26

VSM – Shared data between Modules

Below are the fields defined by section from the screen shot above.

vsm workshop content7

Managing data through VSM:

    • Users
      • Activation
      • User permissions/Association to applications
    • Supplier creation
    • Roles/Groups
  • VSM Mastering Rules Considerations
    • What is a Mastering rule?
    • RBC requirements for mastering a supplier record
  • Review v10 VSM Notifications
  • Review v10 VSM User roles
    • SLM module
  • Review Branding for suite
    • External user log in screen
    • Internal application branding
  • Review Reference Data
    • Categories
    • Batch Load utility
  • Review Golden Attributes
  • Terms of Use
  • Questions & Action Items
VSM Workshop Content
slide30

VSM – Terms of Use

  • In v10 the following area’s within Emptoris Suite are available to provide “Term’s of Use” verbiage to an external supplier-
    • SLM Assessment questionnaire
    • Sourcing Event
    • SSM – Log In Page
  • Term’s of Use must be provided by the customer, no ‘Term’s of Use’ verbiage is available with the product.
    • Will RBC require / want ‘Terms of Use’ verbiage for SLM registration?
    • What is the text required t be accepted by a interested supplier before doing business with them?