1 / 25

TBR Institution Guide to Updating and Entering Vendors

Learn how to update and enter vendors in the TBR system using TSM. Access the Central eShop website and perform supplier searches to update vendor information. Follow the step-by-step instructions for searching system-wide or by institution. Add new vendors to your Banner system and complete the sync process for seamless procurement.

lpayne
Download Presentation

TBR Institution Guide to Updating and Entering Vendors

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. TBR Institution Guide to Updating and Entering Vendors

  2. Accessing TSM • Visit the TBR Central eShop website via the link below https://solutions.sciquest.com/apps/Router/Login?OrgName=TBRCentralOffice&URL= • Log in with you assigned User Name and Password

  3. Perform a Supplier search before creating a new vendor!

  4. Selecting Search for a Supplier will search system-wide.Selecting Multi ERP Supplier Search will search within your institution.

  5. When to use Search for a Supplier (system-wide search):A vendor does not exist in your Banner system

  6. When to use Multi ERP Supplier Search (search by institution):A vendor doesexist in your Banner/SciQuest system

  7. To search system-wide: Type the name of the vendor in the search field and select ‘GO’.

  8. Select the supplier by double clicking on the name.

  9. Select View Supplier Information to update specific vendor information.

  10. View History once all corrections/updates have been made.

  11. Changes will automatically sync and update all institutions with this vendor.

  12. To search by specific Institution: Select the name of the Institution from the drop down box and select ‘GO’.

  13. Select the supplier by double clicking on the name.

  14. Click Edit Supplier’s Profile.

  15. Select View Supplier Registration to update specific vendor information.

  16. View History once all corrections/updates have been made.

  17. Changes will automatically sync and update all Institutions with this vendor.

  18. Entering a New TSM Vendor who already exists in your Banner System(new to your Banner since initial data upload to SciQuest in Spring 2016)

  19. Select Add Suppliers

  20. Select Add Supplier and select On Boarding Profile Registration Type

  21. Add the Supplier Name and Click Add Internally Managed Supplier

  22. Select View Supplier Registration to enter vendor information you have on file.

  23. Remember to click SAVE CHANGES at the bottom of each section.

  24. When all the information you have is entered, go to Supplier Actions and select Submit to Supplier Registration Workflow

  25. The TBR System Office will receive a notification and approve the vendor.The vendor will then sync to your Banner system. Remember to check the eProcurement flag on FTMVEND in Banner to complete the sync before creating a Requisition.

More Related