Portal User Role Management
This program lets administrators configure the functional roles for a portal user that requires access to the SYSPRO Supply Chain Portal.
The functional roles available for configuration include:
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Request for Quote System (RFQ)
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Customer Account Management (CAM)
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Supplier Account Management (SAM)
Exploring
This program can't be run standalone and is accessed from the following program(s):
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Portal User Management
From the Maintain role hyperlinks of the Role action column in the Portal users list view.
This indicates a customer that is registered in the AR Customer Master table (ArCustomer) of your company database.
End-customers can be assigned the Customer Account Management functional role for account management capabilities within the SYSPRO Supply Chain Portal.
This indicates a supplier that is registered in the AP Supplier Master table (ApSupplier) of your company database.
End-suppliers can be assigned the Supplier Account Management functional role for account management capabilities within the SYSPRO Supply Chain Portal.
Portal users are users who have access to the SYSPRO Supply Chain Portal.
They differ from regular SYSPRO operators and are configured and licensed separately based on a named-user license model.
When your system is licensed for a number of Portal Seats, an administrator can use the Portal User Management program to create and maintain portal users.
For example:
If you have a license for 1000 Portal Seats then you can create and maintain up to 1000 Portal Users, each of which can use the SYSPRO Supply Chain Portal at the same time.
This has no effect on any other SYSPRO user licenses.
When creating a portal user, you assign an email address as the unique identifier against which the portal user will access the portal.
A unique operator code is generated against which all transaction journals are recorded. This generated operator code is not shown to portal users, but can be viewed from within the Portal User Management program and when viewing journals and other logs of using regular SYSPRO functions.
This is a system-wide number of named-users that can be included in your SYSPRO license.
You can create portal users up to the number of licensed Portal Seats.
Each portal user is a single person who has access to the SYSPRO Supply Chain Portal.
Starting
The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.
To use this feature, the following setup option(s) must be enabled:
Setup Options > Company > General
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Supply chain portal URL
Setup Options > System Setup > Connectivity
- SMTP server IP address
- Outgoing email address
- Username
- Password
- Server port
- Use SSL
SMTP settings are required for the Forgot Password functionality within the SYSPRO Supply Chain Portal.
Setup Options > System Setup > Reporting
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Reporting:
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Reporting configuration
This must be defined as Server-side reporting using SQL.
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Server-side configuration:
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Reporting service
This must indicate the address to the reporting host service.
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These settings are required to provide portal users with the ability to print documents via the SYSPRO Supply Chain Portal.
Setup Options > System Setup > SQL
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SRS reporting database connection:
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SRS authentication
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SRS SQL Server name
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SRS login
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SRS login password
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Multi-Factor Authentication and Single Sign-on are not currently supported for the SYSPRO Supply Chain Portal (i.e. an operator who is configured to use Multi-Factor Authentication or Single Sign-on won't be able to login to this platform).
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Although technically possible, we don't recommend you duplicate an email address of a portal user amongst non-portal users.
For this reason the Portal User Management and Operator Maintenance programs prevent you from entering a duplicate email address amongst all operators (of any type).
Solving
The following describes how to create the operator Template that is required for the creation of portal users in the Portal User Management program.
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Open the Operator Maintenance program.
Reset your toolbar to ensure that all the latest functions and options are visible.
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From the Edit menu, select Maintain templates.
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From the toolbar, enter the template code in the Template field and press tab.
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From the Operator Details pane, enter the following mandatory fields:
- Operator name
- Operator group
For the remaining fields, enter any other information you require for the template, or accept the defaults provided.
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Save the operator template.
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Exit the Operator Maintenance program.
The following indicates the steps required to create a Portal user that can use the SYSPRO Supply Chain Portal:
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Open the Portal User Management program.
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Select the Add Portal User function.
The Add Portal User window is displayed.
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Select the hyperlink of the required operator template from the Templates list view to populate the Copy from template field in the Add Portal User pane.
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Configure the following fields for the portal operator:
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Email
This must be unique amongst all operators.
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Name
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The following is determined by the functional role you require:
Supplier (When creating a portal user for the Supplier Account Management role)
This supplier code is used as the Portal supplier in the Operator Maintenance program when you save the operator record.
Customer (When creating a portal user for the Customer Account Management role)
This customer code is used as the Portal customer in the Operator Maintenance program when you save the operator record.
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Location
Optionally enter the physical location of the operator.
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Default company
This must be specified to ensure that only a single company can be used to login to the portal.
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Initial Password
This is automatically populated and based on the email address entered in the Email field, but can be changed as required.
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Select the Save and Close function to save the portal operator and exit the Add Portal User screen.
Alternatively, select the Save and Edit function to save the details entered and open the Operator Maintenance program to make additional changes to the operator record.
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Activate the new portal operator by highlighting the operator entry and selecting the Activate Users option from the toolbar.
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Exit the Portal User Management program.
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Open the Portal User Management program.
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Navigate to the portal user to which you want to assign a functional role.
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Select the Maintain role hyperlink in the Role action column to launch the Portal User Role Management program.
This column is hidden by default and can be added using the Field Chooser function.
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Indicate which functional role(s) must be assigned to the portal user by selecting the appropriate checkbox in the Select column.
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Select the Save function.
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Exit the Portal User Management program.
When first creating a portal operator, the password is automatically created using the operator's email address.
You can then notify the portal user of the login credentials and advise them to change this password (using the Change Password option) when they first access the SYSPRO Supply Chain Portal.
From within the Portal User Management program, select the Disable option against the operator and enter a reason at the Reason Code field.
From within the Portal User Management program, select the Delete option against the operator and enter a reason at the Reason Code field.
Only portal users created within the Portal User Management program can access the SYSPRO Supply Chain Portal.
Portal users are designed to have limited access to portal-specific functions, whereas regular SYSPRO operators have access to a much wider range of functionality.
If you had already installed the SYSPRO Supply Chain Portal prior to SYSPRO 8 2021 R2 and the introduction of functional roles, then your system administrator must assign the appropriate portal roles to your portal operator record within the Portal User Management program.
Not at this present time, however this functionality may be considered for introduction with a later release of SYSPRO 8.
Once you have installed the SYSPRO Supply Chain Portal you can view the URL link from the following location of the machine to which the software is installed:
\inetpub\wwwroot\SYSPROSupplyChainPortal_"companyID"\index.html
However, the URL used for the SYSPRO Supply Chain Portal is:
http://{DNS_Name}/SYSPROSupplyChainPortal_{CompanyId}, as configured against the Supply chain portal URL setup field within the Setup Options program (Setup Options > Company > General).
This functionality is planned for a later release.
Using
The following depicts the process required to set up the SYSPRO Supply Chain Portal and its associated portal users:
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Installation:
Install the following using the SYSPRO Installer application:
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SYSPRO Supply Chain Portal
Including any prerequisites not installed as yet:
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Microsoft .NET Framework 4.6
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SYSPRO 8 Service Upgrade Manager
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SYSPRO 8 Avanti Initialization Service
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Internet Information Services (IIS) 7.0 Core Web Engine Feature
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Internet Information Services (IIS) 7.0 World Wide Web Publishing Feature
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SYSPRO 8 Reporting Host Service
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Configure the required options in the Setup Options program:
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Setup Options > Company > General:
Ensure that your specific website address is defined against the Supply chain portal URL option.
For example:
http://{DNS_Name}/SYSPROSupplyChainPortal_{CompanyId}
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Setup Options > System Setup > Reporting:
Ensure that the Reporting configuration is defined as Server-side reporting using SQL and that the Reporting service field is defined with the correct address to the SYSPRO 8 Reporting Host Service.
This ensures that portal users have the ability to print documents from the SYSPRO Supply Chain Portal.
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Check your document formats:
Ensure that the following document formats and templates are defined appropriately for the supplier or customer accounts to which you want to assign portal users.
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Remittance advices (Configurable within the AP Check Format for SRS program)
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Invoices, Credit notes and Debit notes (Configurable within the SO Document Format for SRS program)
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Statements (Configurable within the AR Statement Format for SRS program)
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Create the portal operator template (required for the creation of portal users in the Portal User Management program):
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Open the Operator Maintenance program.
Reset your toolbar to ensure that all the latest functions and options are visible.
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From the Edit menu, select Maintain templates.
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From the toolbar, enter the template code in the Template field and press tab.
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From the Operator Details pane, enter the following mandatory fields:
- Operator name
- Operator group
For the remaining fields, enter any other information you require for the template, or accept the defaults provided.
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Save the operator template.
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Exit the Operator Maintenance program.
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Create the portal user:
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Open the Portal User Management program.
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Select the Add Portal User function.
The Add Portal User window is displayed.
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Select the hyperlink of the required operator template from the Templates list view to populate the Copy from template field in the Add Portal User pane.
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Configure the following fields for the portal operator:
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Email
This must be unique amongst all operators.
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Name
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The following is determined by the functional role you require:
Supplier (When creating a portal user for the Supplier Account Management role)
This supplier code is used as the Portal supplier in the Operator Maintenance program when you save the operator record.
Customer (When creating a portal user for the Customer Account Management role)
This customer code is used as the Portal customer in the Operator Maintenance program when you save the operator record.
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Location
Optionally enter the physical location of the operator.
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Default company
This must be specified to ensure that only a single company can be used to login to the portal.
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Initial Password
This is automatically populated and based on the email address entered in the Email field, but can be changed as required.
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Select the Save and Close function to save the portal operator and exit the Add Portal User screen.
Alternatively, select the Save and Edit function to save the details entered and open the Operator Maintenance program to make additional changes to the operator record.
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Activate the new portal operator by highlighting the operator entry and selecting the Activate Users option from the toolbar.
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Exit the Portal User Management program.
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Assign the required functional role(s) to the portal user:
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Open the Portal User Management program.
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Navigate to the portal user to which you want to assign a functional role.
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Select the Maintain role hyperlink in the Role action column to launch the Portal User Role Management program.
This column is hidden by default and can be added using the Field Chooser function.
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Indicate which functional role(s) must be assigned to the portal user by selecting the appropriate checkbox in the Select column.
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Select the Save function.
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Exit the Portal User Management program.
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Email the following information and login credentials to the portal user:
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SYSPRO Supply Chain Portal URL
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Username (i.e. email address)
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Password
Ensure to advise portal users to change their password using the Change Password option when they first login to the SYSPRO Supply Chain Portal. The operator password in SYSPRO is then updated to the new password defined by the portal user.
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Depending on how your security is configured, you'll need to give either the portal operator (or its operator group) access to the Supplier Quote Entry program, so that they can use it in the SYSPRO Supply Chain Portal.
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All suppliers are given the same URL, however access is controlled in the background where users can only see quotes pertaining to the supplier code assigned to their portal user.
When a portal user logs into the SYSPRO Supply Chain Portal, they are presented with a landing page determined by their assigned functional role(s) that provides the following functions and insights relevant to their account:
Request for Quote System:
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Functions :
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Supplier Quote Entry
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Insights:
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Active quote requests
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Active quote submissions
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Rejected quotes
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Accepted quotes
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Outstanding value for active quotes
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Quotes for this year
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Customer Account Management:
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Functions:
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Customer Account Query
Selecting this function launches the AR Customer Account Query program which includes the following information (as recorded against the customer within the SYSPRO company):
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Account status
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Credit status
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Currency
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Credit standing (i.e. outstanding balance, invoice terms, credit limit)
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Last sale and payment dates
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Customer type (if the customer account assigned to the portal user is part of a master / sub account structure)
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Contact information and addresses
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Links that provide access to the following list views with export to PDF or Excel functionality and filter options that can be used to interrogate data:
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Invoices
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Payments
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Sales orders
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Master sub-accounts
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Statements
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Graphs:
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Ageing
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Sales history
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Insights:
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Average days to pay
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Receivables days outstanding
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Outstanding balance
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All transaction and balance values are displayed in the customer’s base currency.
Supplier Account Management:
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Functions:
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Supplier Account Query
Selecting this function launches the Supplier Account Query program which includes the following information (as recorded against the supplier within the SYSPRO company):
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Account status
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Account information (e.g. current invoice terms, currency, credit limit, etc.)
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Contact information and addresses
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Ordered not received (i.e. all active purchase orders with an outstanding quantity)
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Received not invoiced (i.e. all unmatched GRNs)
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Outstanding balance (i.e. all open invoices that determine the outstanding balance)
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Date of last purchase and payment
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Purchase order history (i.e. monthly purchase history for the current year)
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Links that provide access to the following list views with export to PDF or Excel functionality and filter options that can be used to interrogate data:
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Invoices
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Payments
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Purchase orders
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Goods received
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Return to supplier (i.e. all active supplier returns with an outstanding value)
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Registered credit notes and debit notes
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Remittance advices
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Insights:
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Outstanding balance
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All transaction and balance values are displayed in the supplier’s base currency.
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Columns in a list view are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the list view). Select and drag the required column to a position in the list view header.
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Press Ctrl+F1 within a list view or form to view a complete list of functions available.
Referencing
Field | Description |
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Select |
The checkbox in this column lets you indicate the functional portal role(s) to which the portal user requires access. |
Company |
This indicates the company for which the SYSPRO Supply Chain Portal feature is installed. |
Company Name |
This indicates the name of the company associated with the company code. |
Portal Role |
This indicates the functional roles available for a portal user. |
Portal Role Code |
This indicates the portal role code associated with the functional role:
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