Supplier Transaction Run

The Supplier Transaction Run gathers data of:

• New suppliers
• Updated suppliers and
• those who have been disconnected from the community.

Users with the Community Administrators or View Transactions role can:

• Create a one-time Supplier Transaction Run and/or
• Schedule a Supplier Transaction Run report

 

One-Time Supplier Transaction Run

Users can create and run a one-time Supplier Transaction Run, by going to the Insights module > click Transaction Runs > select More Actions, in the upper right corner > click +Create Transaction Run.

 

The Create Transaction Run pop-up box will appear to insert the desired.

Each field description and details are listed below.

 

Filename Template: A filename template for the generated scheduled report. The name can be edited to suit the needs of the user and allows a few variable terms to be used. This means the variable term entered is automatically replaced with the matching piece of data. Please see the examples below:

• ${runDate(PATTERN)} - Transaction Run generated date, replace "PATTERN" with a date/time formatting:
  • • • MM-dd-yyyy_HH_mm_ss - Will be replaced with 06-01-2018_02_22_39
      • yyyy-MMM-dd-hhm - Will be replaced with 2018-Jun-01-0225
• ${runNumber} - Will be replaced with the Transaction Run number
• ${randomNumber} - Will be replaced with a random number
• ${reportName} - Will be replaced with the Transaction Run Report name

Example:
Enter name as TransactionRun_${reportName}_Date-${runDate(YY-MM-dd_hh-m-s)}
Generated as TransactionRun_ReportName_Date-18-06-16_02-46-19.cs

 

Date From: Enter the desired date and time range.

Date To: Enter the desired date and time range.

Exclude: The scheduled transaction run will contain records for all suppliers except for those selected. The filed is blank by default. 

Include: The scheduled transaction run will only contain records for the selected supplier. 

Supplier Access: Select the desired option or leave blank to report on all. Public is for suppliers that are accessible by all customers and Internal are suppliers for internal user only. 

Supplier: Select a desired supplier or leave blank, if you don't want to exclude any suppliers.

Connected Suppliers Only: Checking the box will ensure only currently connected suppliers are reported on. Unchecking the box will report on all suppliers.

Organizations: Select specific organizations to report on or leave blank to report on all.

Transaction Type: If your community uses more than one type of transaction, you will need to select the type you wish to report on.

 

Once completed, select Create > a notification box will appear at the top of the screen.

 

Select Transaction Runs on the left side panel.

Click the Transaction Runs tab > once the file is in the Processed state > click Actions > select Download.

Note: Each report is stored when it was last run. A supplier record will also capture a date for when it was last updated.

 

To learn additional information about the columns listed on the report, refer to the chart below.

 

View/Download Previous Supplier Transaction Runs

Go to the Insights module > click Transaction Runs > in the Created Date field, select the desired range > click Actions > select View or Download.

• View will lead the user to the specific Transaction Run screen, to view additional details.
• Download will allow the user to download the CSV format file.

 

Schedule Supplier Transaction Run

Users can schedule a Supplier Transaction Run, by going to the Insights module > click Transaction Runs > select More Actions, in the upper right corner > click +Schedule Transaction Run.

 

The Schedule Transaction Run pop-up box will appear to insert the desired.

Each field description and details are listed below.

 

Name: Enter the desired name of run.

Days: Select the day or days of the week that you would like this report to run. You can use this in combination with Run Time, to do something like "Every Monday & Wednesday at 8am."

Run Time: Select the time of day you would like this report to run. If you would like this report to run at multiple times of the day, select  to add additional times. 

Email Addresses: Where to send the reports notification after generating the transaction run.

Transaction Type: If your community uses more than one type of transaction, you will need to select the type you wish to report on.

Exclude: The scheduled transaction run will contain records for all suppliers except for those selected. The filed is blank by default. 

Include: The scheduled transaction run will only contain records for the selected supplier.  

Supplier: Select a desired supplier or leave blank, if you don't want to exclude any suppliers.

Connected Suppliers Only: Checking the box will ensure only currently connected suppliers are reported on. Unchecking the box will report on all suppliers.

Organizations: Select specific organizations to report on or leave blank to report on all.

Supplier Access: Select the desired option or leave blank to report on all. Public is for suppliers that are accessible by all customers and Internal are suppliers for internal user only.

 

Once completed, select +Edit Report Details > click Add Report.

 

In the Report field, select the applicable report. 

The Filename Template field, will auto-select a filename for the generated scheduled report.

In the Endpoint field, select from the available options. Contact Unimarket Support for help getting this list updated. The Endpoint is where to send the reports after generating the transaction run. For assistance setting up an FTP endpoint for your transaction runs, contact your Administrator.

Select Add. To add additional reports, click Add More.

 

Select OK > click Add. To schedule additional transaction runs, select Add More.

 

Below are descriptions and details of report fields:

Column	Column Heading	Description
A	Unimarket ID	The supplier UUID.
B	Supplier ID	Supplier ID.
C	Update Status	This can be Connected, Updated, or Disconnected.
D	Last Updated Date	The last time an update was made to the specific supplier.
E	Company or Trading Name	This will be optional if the supplier is an individual.
F	Supplier Type	This will be Lite, Registered, or Premium.
G	Profile Type	This will be either Company/Organization or Individual.
H	Supplier First Name	This will only populate if the supplier is registered as an individual.
I	Supplier Last Name	This will only populate if the supplier is registered as an individual.
J	Legal Business Name	This will be optional if the supplier is registered as an individual.
K	Business Number	This only populates for NZ customers. (Max character length is 255).
L	Tax Registered	This indicates if the supplier is Tax Registered with Yes/No.
M	Tax Identification Type	This only populates for US customers and is part of the W9 and will show as SSN or EIN.
N	Tax Number / ABN	This is optional if the supplier is not tax registered. (Max character length is 255).
O	Tax Rate	The Tax Rate itself, rather than the Tax Code (eg: NOTAX). If no Tax Rate has been defined at the Supplier level, we will retrieve the rate from Community level.
P	Currency	This shows the valid currency code. (Ex: USD for United States Dollars)
Q	Default Category	This shows the default UNSPSC code. (Max character length is 8).
R	Default Contract	This shows the Contract ID and helps support customers using contract information.
S	Supplier Tags	This shows a comma separated list of Tags.
T	Contact Person	This shows the suppliers default contact person - name.
U	Contact Phone	This shows the supplier's default person phone number.
V	Contact Email	This shows the suppliers default contact persons email.
W	Default Email	This shows the suppliers default contact email.
X	Invoicing Email	This shows the suppliers invoicing email.
Y	Order Email	This shows the suppliers order email.
Z	Remittance Email	This shows the suppliers remittance email.
AA	Remittance Name	This shows the name of the community default remittance address.
AB	Remittance Address Line 1	This shows the default remittance address.
AC	Remittance Address Line 2	This shows any address information that was entered on line 2.
AD	Remittance Address Line 3	This shows any address information that was entered on line 3.
AE	Remittance City	This shows the remittance city.
AF	Remittance State / Region	This shows the remittance state/region.
AG	Remittance Zip / Postcode	This shows the remittance zip/postcode. (Max character length is 20).
AH	Remittance Country	This shows the remittance country.
AI	Physical Address Line 1	This shows the physical address.
AJ	Physical Address Line 2	This shows any address information that was entered on line 2.
AK	Physical Address Line 3	This shows any address information that was entered on line 3.
AL	Physical City	This shows the city.
AM	Physical State / Region	This shows the state/region.
AN	Physical Zip / Postcode	This shows the zip/postcode. (Max character length is 20).
AO	Physical Country	This shows the country.
AP	Mailing Address Line 1	This shows the mailing address.
AQ	Mailing Address Line 2	This shows any address information that was entered on line 2.
AR	Mailing Address Line 3	This shows any address information that was entered on line 3.
AS	Mailing City	This shows the city.
AT	Mailing State / Region	This shows the state/region.
AU	Mailing Zip / Postcode	This shows the zip/postcode. (Max character length is 20).
AV	Mailing Country	This shows the country.
AW	Payment Term Code	The default payment term for the Supplier, or if none are set, the Community level default. A common example is “NET30”, where the Net amount is due within 30 days.
AX	Bank Account Country	This shows the Bank Account Country.
AY	Bank Name	This shows the Bank Name.
AZ	Branch Address	This shows the Bank Branch address.
BA	Bank Account Name	This shows the Bank Account Name.
BB	Bank Account Type	This shows the bank account type which can be Checking or Savings.
BC	Deposit Format	This shows the deposit format which can be CCD, CTX, or Unspecified.
BD	Bank Account Number	This shows the bank account number.
BE	Bank Account Currency	This shows the currency code. (Ex: USD - United States Dollars).
BF	Bank Account Verification	This indicates Yes or No for if bank account verification has been provided.
BG	Bank SWIFT Code	This is shown if the Country is different from your zone. (Max character length is 255).
BH	Bank IBAN Code	This is shown if the Country is different from your zone. (Max character length is 255).
BI	Credit Card Accepted	This indicates Yes or No if the supplier accepts credit cards.
BJ	Stripe Enabled	This indicates Yes or No if Stripe is enabled.
BK	Form Field Name	This field is populates based on form fields if any are being used.