RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company...
Transcript of RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company...
![Page 1: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/1.jpg)
How to Create and
Manage Trading Relationships
RBA-Online Training
1
![Page 2: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/2.jpg)
• As a Company Administrator you have the ability to manage your supply
chain and add and manage your trading relationships.
• To Add a trading relationship select the Supply Chain tab, then select
Trading Relationship.
Trading Relationships
2
![Page 3: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/3.jpg)
• View if you do not have any existing Trading Relationships
• View if you do have existing Trading Relationships
Trading Relationships
3
![Page 4: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/4.jpg)
• Select the Initiate Trading Relationship button to begin
• Select your Target Company from the drop-down list
Trading Relationships
4
![Page 5: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/5.jpg)
Select the Relationship you would like to establish with this company• Customer
• Supplier
• If you select Customer, you will need to set visibility settings• Visibility settings determine the level of information you would like to share with your customers
Trading Relationships
5
![Page 6: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/6.jpg)
• If you select Customer, you will need to set visibility settings for your
facilities• Visibility settings determine the level of information you would like to share with your customers
Trading Relationships
6
![Page 7: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/7.jpg)
• If you select Supplier, you will have the ability to select the Tier level of this
supplier
Trading Relationships
7
![Page 8: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/8.jpg)
• Please note the Relationship start date will default to todays date, this can
be modified
• Enter any Reference information that you would like to have for this
relationship
• Select Submit
• You will now see that this trading relationship has been initiated
Trading Relationships
8
![Page 9: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/9.jpg)
• The recipient of the Trading Relationship request will receive an email notification alerting them
that the request has been initiated
• The recipient will then log on to the system to validate this request
• Upon logging into the system the recipient will receive a notice in their To-Do’s that there is a
pending Trading Relationship Request
• Upon Navigating to their Trading Relationship screen which is found under the Supply Chain tab
they will see the details of this request
Trading Relationships
9
![Page 10: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/10.jpg)
• The recipient can do one of the following actions for this request• View
• Edit
• Accept
• Reject
• Delete
Trading Relationships
10
![Page 11: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/11.jpg)
• View will open a read only record of the Trading Relationship Request
Trading Relationships
11
![Page 12: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/12.jpg)
• Edit will open an editable record for some information of the Trading
Relationship Request
Trading Relationships
12
![Page 13: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/13.jpg)
• Accept will accept the request and the status is no longer Initiated
• The Requestor will receive an email notification that the request was accepted
• Once a Relationship has been accepted the user will also have the option at any
time to Revoke the relationship
Trading Relationships
13
![Page 14: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/14.jpg)
• Reject will require the user to enter a Reason that they are rejecting the
Trading Relationship Request
• The requestor will receive an email notification that the request was rejected
Trading Relationships
14
![Page 15: RBA-Online Training · Manage Trading Relationships RBA-Online Training 1 • As a Company Administrator you have the ability to manage your supply chain and add and manage your trading](https://reader035.fdocuments.net/reader035/viewer/2022071009/5fc6e2fbf84e45637e5d5088/html5/thumbnails/15.jpg)
• Delete will delete the request from the Trading Relationship view
Trading Relationships
15