Overview

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This article demonstrates how to efficiently determine if your Supplier is inactive and whether they are registered for Purchase Order (PO) or Non-PO payments.

Essential Information

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• To view the most up-to-date list of suppliers in our systems, please refer to the Supplier Inquiry tab within the Procure-to-Pay Panorama.
• PaymentWorks' Setup and Manage Supplier Portal shows all Suppliers that UC San Diego has currently in the Oracle system.
• The presence of a payee in PaymentWorks' Setup and Manage Supplier Portal does not indicate that they are currently registered on the PaymentWorks platform. They will need to have a green dot next to the 'Connected' column to indicate if they are active on the PaymentWorks platform. 

Next Steps

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Determine Whether or Not They're Active

1. Visit the Business Analytics Hub here.

2. On the blue menu bar up top, please click Budget & Finance. (If you cannot find it, please try accessing through this link here)

3. In the Search Bar, type in “Procure to Pay Panorama” to filter to the correct report.

 

 

4. Once you click and log onto the Procure to Pay Panorama with your SSO, the page should load to a dashboard showing the Table of Contents.

 

 

5. Under the column “Click this link…”, please click on Supplier Inquiry which will bring you to the following page.    

                                             

 

6. To filter for just one payee click on the white text box to type in the payee’s name or their vendor number. As you type, the options should pop up, and once you see your payee, check off the box to the left of their name. Once selected, click Apply.

 

 

7. Once you find the payee, you will be able to determine whether or not they're active.

 

 

Supplier Profile Definition Key

• Active: payee is currently available to be paid.
• Inactive: payee unavailable to be paid/ordered from.

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Determine in Which System They Are Registered

1. Visit the Business Analytics Hub here.

2. On the blue menu bar up top, please click Budget & Finance. (If you cannot find it, please try accessing through this link here)

3. In the Search Bar, type in “Procure to Pay Panorama” to filter to the correct report.

 

 

4. Once you click and log onto the Procure to Pay Panorama with your SSO, the page should load to a dashboard showing the Table of Contents.  

 

 

5. Under the column “Click this link…”, please click on Supplier Inquiry which will bring you to the following page.

 

 

6. To filter for just one payee click on the white text box to type in the payee’s name or their vendor number. As you type, the options should pop up, and once you see your payee, check off the box to the left of their name. Once selected, click Apply.

 

 

7. Once you find the payee, you will be able to determine which system they are currently registered.

 

 

System Availability Definition Key

• Concur/Payment Request (for non-PO payees or Guest Travelers)
• Oracle (for PO payees)
• Empty (for employees)

If your payee is in a different system then is what required, please submit a ticket to S&S.