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Supplier 360 SaaS

for Business Users

Instructor Led | IDMC Master Data Management | 1 Day | Release 42

Course Overview

Explore the skills required to use key functions and tools in MDM Supplier 360 SaaS. The course covers supplier onboarding, approval process and centralizing the data about suppliers in a master database. Additionally, you will learn how to view the relationships between suppliers and their contacts.
This course applicable to Release 42.

Objectives

After successfully completing this course, students should be able to:

  • Onboard data
  • Perform file imports
  • Perform searches
  • Manage Hierarchies
  • Consolidate duplicate data
  • Manage reports and dashboards

Target Audience

  • Business User
  • Data Analyst
  • Data Steward

Prerequisites

  • None
Agenda
Module 1: Supplier 360 SaaS Overview
  • Challenges with managing Supplier Data
  • Cloud Supplier 360 overview
  • Cloud Supplier 360 architecture
  • Advantages of Cloud Supplier 360
  • Key features and benefits
  • User Interfaces
Module 2: Business 360 Console and User Roles
  • Business 360 Console Overview
  • Supplier 360 roles
  • Business 360 roles
  • Lab: Create Supplier 360 Users
Module 3: Onboard Data
  • Add new records from Supplier 360
  • Manage Records
  • Import Business Entity data from .csv files
  • Perform data quality checks
  • Lab: Add Records
  • Lab: Add related records
  • Lab: Import data from a CSV file
  • Lab: Perform filtered search
Module 4: Manual Merge - Unmerge and Override Survivorship
  • Merge master records
  • Unmerge source records
  • User-triggered vs. System-generated events
  • Create and review workflow tasks
  • Lab: Perform Manual Merge and Unmerge using Workflows
  • Lab: Override Values of a Master Record
Module 5: Manage Hierarchies
  • Create a Hierarchy model
  • Define a relationship between business entities
  • Viewing Hierarchies
  • Explore relationship graph
  • Lab: Create a Hierarchy
  • Lab: Delete a Hierarchy
Module 6: Manage Reports and Dashboard
  • Create custom reports
  • Add reports to the dashboard
  • Edit, update, and delete reports and dashboards
  • Lab: Create custom reports for all records
  • Lab: Create custom reports for individual records
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