Associate suppliers with an Industry

Make suppliers available for workforce programs by associating them with the appropriate Industry

Before a supplier can participate in workforce procurement, the supplier must be associated with the appropriate Industry. An Industry supplier association defines how a supplier participates in procurement activities, including whether the supplier can receive requests, receive project requests, participate in supplier rotations, and be designated as a preferred supplier.

Associating suppliers with an Industry helps make approved suppliers available for procurement activities and establishes the Industry-specific settings used by Request Templates, supplier-specific Rate Cards, and workforce requests.

Why it matters

• Makes suppliers available for procurement activities.
• Controls supplier participation within an Industry.
• Supports preferred supplier and rotation-based procurement programs.
• Enables supplier-specific procurement configuration.

Who it's for

• Program Office users
• System Admins

How it helps

• Associate suppliers with an Industry.
• Configure procurement participation settings.
• Enable suppliers to receive workforce requests and projects.
• Manage supplier-specific Industry settings.

How it works

A supplier may exist in the supplier master list but still be unavailable for procurement activities within a specific Industry.

Associating the supplier with an Industry creates an Industry-specific supplier record that controls:

• Request participation
• Project participation
• Supplier rotation settings
• Preferred supplier status
• Procurement-specific supplier behavior

Additional considerations

• Verify that the supplier already exists before creating the Industry association.
• Review supplier participation requirements before enabling request or project access.
• Confirm any rotation requirements before assigning supplier tiers.
• Review preferred supplier policies before enabling preferred status.

Availability and setup

• Access to Admin > Procurement is required.
• The supplier must already exist in the supplier master list.

Before you begin

• Identify the supplier to associate with the Industry.
• Determine whether the supplier should receive requests.
• Determine whether the supplier should receive project requests.
• Gather any supplier tier or preferred supplier information needed for configuration.

Associate suppliers with an Industry

1. Select Admin > Procurement. The Procurement Administration page displays.
2. From the left Navigation, expand the Procurement Geography folder.
3. Locate and expand the applicable geographic location.
4. Locate and expand the applicable Industry.
5. Select Suppliers. A Suppliers page displays.
6. Select Add New. An Add Industry Supplier - Summary page displays.
7. Select Business Organization (Supplier) ⚠️

   What this does: Associates a supplier with the selected Industry.

   Why this matters: Suppliers must be associated with an Industry before they can participate in procurement activities.

   In simple terms: You're making the supplier available within the Industry.

8. Verify that Active is selected. ⚠️

   Why this matters: Active supplier associations can participate in procurement activities.

9. Select Receive Requests ⚠️

   What this does: Controls whether the supplier receives workforce requests.

   Why this matters: Suppliers that do not receive requests cannot participate in request distribution.

10. Select Receive Projects ⚠️

    What this does: Controls whether the supplier receives project requests.

    Why this matters: Project participation is managed separately from workforce request participation.

11. Optional. Configure Rotations.

    Use the available selections to assign supplier tiers when supplier rotation is used.

     

12. Optional. Select Is Preferred to identify the supplier as a preferred supplier.
13. Select ACD Type ⚠️ 

    What this does: Identifies the application delivery classification (ACD) associated with the Industry supplier record.  

    Why this matters: Some organizations use this field to distinguish standard, offshore, and near-shore supplier arrangements. For standard supplier associations, enter N/A unless your organization's configuration requires a different value.

    In simple terms: This field identifies whether the supplier participates under a special delivery model.

    Available values: 

    • NA for local
    • Offshore for the Philippines
    • Near-Shore for central America or Canada or Europe
14. Optional. Select Is ASV to indicate whether the supplier is a sub-vendor.
15. Optional. Select Has Early Pay Discount to indicate whether the supplier participates in an early pay discount program.
16. Optional. Select Is Exempt From Tenure to indicate whether the supplier is exempt from tenure rules.
17. Optional. Select Has Longevity Discount to indicate whether the supplier participates in a longevity discount program.
18. Select Funding Model ⚠️

    What this does: Associates a funding model with the supplier's Industry record.

    Why this matters: The selected funding model determines which funding arrangement is associated with the supplier relationship.

    In simple terms: You're identifying whether the supplier relationship follows a client-funded or supplier-funded model.

19. Optional. Select Billing Terms.

    What this does: Associates billing terms with the supplier's Industry record.

    Why this matters: Billing Terms help define the billing framework used by the supplier relationship.

    TIP:  Available Billing Terms are determined by your organization's configuration.

     

20. Optional. Configure Volume Discount.

    Use the Volume Discount section to configure spend-based supplier discount settings. The section includes the following options:

    • Is Exempt From Volume Discount: Excludes the supplier from volume discount calculations.
    • Spend Prior to Beeline: Enter prior spend amounts that should be considered when evaluating discount thresholds.
    • Include Spend Prior to Beeline in calculation of YTD total: Includes spend entered in Spend Prior to Beeline when calculating year-to-date totals.

     

21. Optional. Configure Volume Discount Thresholds

    Use the Volume Discount Threshold section to define discount tiers based on spend levels. The section allows you to create one or more threshold entries using Add Item. The visible fields include:

    • Volume Discount Threshold Amount
    • Volume Discount Threshold Percentage

     

    Each row represents a threshold amount and the associated discount percentage. Additional threshold rows can be added as needed.

     

22. Optional. Add Attachments

    Use the Attachments section to associate supporting documentation with the supplier's Industry record.

    1. Select Add Item.
    2. Select Upload.
    3. Choose a file to upload.

    What this does: Associates supporting documentation with the supplier record.

    Why this matters: Attachments provide supplemental information that can be referenced later.

    File limit: Attachments can be up to 10 MB in size, as shown in the upload dialog.

    Save the attachment and return to the supplier record.

     

23. Complete any additional fields required by your organization's configuration.
24. Select OK to save and exit.

    OR

    Select Save and Add New to associate additional suppliers during the same session.

Result

The supplier is associated with the selected Industry and participates according to the settings you configured.

What's next

After associating a supplier with an Industry, you can:

• Create supplier-specific rate cards.
• Associate suppliers with Request Templates.
• Configure preferred supplier and rotation programs.
• Enable supplier participation in workforce requests and projects.