The Supplier Transaction Run provides community data for:
- New suppliers
- Updated suppliers and
- Those supplier who are disconnected.
Users with the Community Administrator or Create Invoices role have access:
- To create transaction runs and
- Review or download all transaction runs, at any time.
The user can choose to run this report as:
- A one time query, as needed or
- Create a Supplier Transaction Run, to run data on a reoccurring basis.
Each supplier transaction run report is stored when it was last run. A supplier record will also capture a date, when it was last updated.
To Schedule a Supplier Transaction Run
To schedule a supplier transaction run, go to the Insights module > select Transactions Runs > click More Actions > select +Schedule Transaction Run.
A pop-up box will appear > in the Transaction Type, select Supplier.
For additional information about each field, refer to the information below.
Name: Insert the desired report name
Days: Select which days of the week you would like this to run on.
Run Time: Choose what time of day to run report. To add additional run times, select the plus icon. This allows it to be run more than once a day, without creating a separate scheduled run for each desired time.
Email Addresses: Where to send report notifications after generating the transaction run. The email will have a link directly to the current report.
Transaction Type:
- Supplier - Indicates new suppliers, updated suppliers, and those that have disconnected from the community. That haven't yet been assigned to a transaction run.
Filename Template: Can be edited to suit the needs of the user. 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.csv
For assistance setting up an sFTP endpoint for your transaction runs, contact your Customer Success Manager.
Endpoint: Where to send the report after generating the transaction run.
Once completed, select Add. To schedule additional supplier transaction runs, click Add More.
A confirmation alert box will appear at the top of the screen of the Schedules tab.
View Existing Supplier Transaction Run Details
To view supplier transaction runs, go to the Insights module > select Transaction Runs.
Click Transaction Runs tab > in the Schedule field, select Supplier Transaction Run. To customize date range, choose available options in Created Date field or check Customize Dates box.
Select Search > click View.
Once selected, the desired scheduled report details will provide specific details.
Download Supplier Transaction Runs
To download supplier transaction runs to receive a CSV file, go to the Insights module > select Transaction Runs.
Click Transaction Runs tab > in the Schedule field, select Supplier Transaction Run. To customize date range, choose available options in Created Date field or check Customize Dates box.
Select Search > locate the desired supplier transaction run > click Actions > select Download.
Resend Supplier Transaction Runs
When creating a Scheduled Transaction Run, these can be automatically sent to a dedicated sFTP.
If sFTP was assigned at the time of creating the Supplier Transaction Run. The user can resend via sFTP by going to the Insights module > select Transaction Runs.
Click Transaction Runs tab > in the Schedule field, select Supplier Transaction Run. To customize date range, choose available options in Created Date field or check Customize Dates box.
Select Search > locate the desired supplier transaction run > click Actions > select Download.
What do the fields in this report mean?
| 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. |