Using the Supplier Classification topic

  • Updated

 

The Supplier Classifications topic is the "brain" for the entire Supplier Connection. This topic includes all the drivers that impact the supplier survey, it includes the ability to override certain sections, and it stores the history of engagement requests. Depending on your company's configuration, the Suppplier Classification topic may include approvals and other flags that are relevant to your business process.

Note: Only topic owners (of any topic) and Admins can directly edit the Supplier Classification topic.

 

Supplier Classifications & Survey Requirements

The Supplier Classifications section sets the flags that drive the business logic for the supplier survey requirements. When initially sending an invitation, answers to questions in the NSJ will set the defaults in this section. As the relationship with the supplier changes, your team can update the classifications to change survey requirements for the supplier.

For example, if your company did not initially did not share data with the supplier, but now do share data, you would update that information in the Supplier Classifications to ask the appropriate Information Security questions.

The table illustrates the default Topic Requirements based on a standard Graphite implementation. It is common for some of the topics to have the ability to bypass the requirement. 

‼️Information below is representative only and does not necessarily reflect your business logic. Your Graphite Implementation Manager will provide customer-specific documentation that describes how the Supplier Classifications topic works for you.

 

Question How it works

Spend category (what are you buying?)

This correlates to the same NSJ question.

By default, this is informational only.

Systems Integrations

This flag correlates to this NSJ question: Will VENDOR have any integrations to any current systems or products? (e.g. G Suite, Salesforce, Slack, Jira, GitLab, etc.)

  • When this is set to Yes the Information Security survey requirement is ON
  • When this is set to Yes the Data Privacy survey requirement is ON
  • When this is set to Yes the Product Integrations survey requirement is ON

If the Data Exchange questions in the NSJ are not asked, this will default to "no."

Data Exchange

This flag correlates to the questions in the Data Exchange section of the NSJ.

  • When this is set to Yes the Information Security survey requirement is ON
  • When this is set to Yes the Data Privacy survey requirement is ON

If the Data Exchange questions in the NSJ are not asked, this will default to "no."

Is this a Service Provider?

By default this will always be set to a "no," and next rescreen dates in the topic reviews will default based on the assessed risk (Critical/High - 1 year, Medium - 2 years, Low - 3 years). When this is set as a "yes" it will always default the next rescreen date for 1 year. 

Use this for the service providers that require annual rescreen based on your internal controls.

 

Topic Requirements

These are the topics that are conditionally enabled:

Summary 

Always On

Cannot be skipped

Products and Services

Always On

Cannot be skipped

Product Integrations

On when Systems Integrations = Y

🔄️Can be skipped

Locations

Always On

Cannot be skipped

Tax Information

Always On for network suppliers

🔄️Can be skipped for non-network suppliers

Sales, Order, and Payment

Always On

🔄️To skip banking details, see SAP Connection Data

The following are representative only and the topics that display is dependent on which topics are enabled in your configuration.
Ethics and Integrity

Always On

Data Privacy

On when:

  • When Systems Integrations = Y
  • Or, Data Exchange = Y

🔄️Can be skipped.

Information Security

On when:

  • When Systems Integrations = Y
  • Or, Data Exchange = Y

🔄️Can be skipped.

 

Request History

The New Supplier Justification and subsequent New Engagement / Rescreen requests are stored in the Request History in the Supplier Classifications. Both forms have a direct impact on the Supplier Classifications at the top of this section, and represent a historical view of how the relationship with the supplier has changed.

 

Additional Resources

Learn more about the New Supplier Justification >

Learn more about New Engagement / Rescreen requests >

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