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Supplier 360 SaaS

for Business Users

onDemand | IDMC Master Data Management | Self-Paced | July 2025 Release

Course Overview

Explore the skills required to use key functions and tools in MDM Supplier 360 SaaS. The course covers supplier onboarding, centralizing supplier data, and visualizing supplier-contact relationships. Through hands-on practice, you will gain the skills needed to manage supplier information efficiently and support data driven decision making within their organization.
This course applicable to July 2025 Release.

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 Filtered Search
  • Edit Records
  • Lab: Add Records
  • Lab: Add Related Records
  • Lab: Import Data From a CSV File
  • Lab: Perform Filtered Search
  • Lab: Delete and Restore Records
  • Lab: Edit Multiple Records Sequentially
  • Lab: Edit Multiple Records in Bulk
  • Lab: View Record Details
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
  • View 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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