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Linking Framework Suppliers to Supply Chain

Linking Framework Suppliers to Supply Chain

Owned by Matthew Garrett
May 05, 2022
3 min read

Article Index

Introduction

Supplier Portal is a stand-alone (purchase-order product-agnostic) solution that is an important component of Insula’s Framework Cloud Elements offering. It underpins all vendor interaction, supply-side data hosting, and the distribution of important files for all participants in the supply chain.

This solution will give your suppliers seamless access to purchase orders, job documents, and important resources, making you their favourite client to work with. The best part is, Supplier Portal is a turnkey solution, requiring no additional infrastructure to be purchased or provisioned.

This guide has been provisioned to guide users through how to link suppliers from their on-premise system (Framework) with the Supplier Portal so that PO’s can be integrated and available for suppliers.

Framework ECM Steps

  1. Log into Framework and then the Administration Module.

  2. Navigate to Entity / Entity in the sidebar. 

  3. Edit, the Supplier that needs their POs on the Supplier Portal (after they have registered). Typically these are kept under the All Orders Supplier (Replicated) list.

  4. Select the Integration Tab and Edit the existing Integration Entity Link - If there is nothing in this dialog, please contact support@insulagroup.com.au

  5. Toggle the Supply Chain Supplier? Field to Yes (This will Activate this supplier to be included as part of Integration).
    Take note of the Link Entity code, as this is the Alternate Key that we will enter in the next steps.

Perspective Platform Steps

You MUST be logged in as role ‘Manage Organisation Contacts’ to perform the below steps.

  1. Login to https://pf.pstpf.com.au/.

  2. Navigate to the Contacts screen by pressing the Contacts tile or going through the top menu options.

  3. Enter the name of the supplier in the search text box, and press search.

  4. Click on the supplier/subcontractor to access their profile.

  5. From their profile, expand the ‘Integration Subscriptions’ section and press ‘Add Subscription'.

    6. From the datasource dropdown, select from the available data source options (there is only usually a single option) and enter the alternate key (Link Entity, retrieved earlier) into the field.

    7. Press the ‘Add’ button to finalise the creation of the integration subscription.