Login Request - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.1

The first step in the E-Supplier registration process is the supplier login request. When the supplier does not have a valid E-Supplier login account for the company, he can use the New Company button on the right to open the P.20.02 Login Requests screen where he can enter information about the company and then begin the login approval process.

The supplier/subcontractor user enters all required information in the Company Information and Primary Address blocks. Lists of Values automatically pop up on the Company Type, Country Code, and State or Province fields.

US companies enter the federal identification number or tax identification number in the Federal ID/Business Registration box. Non-US companies enter the business registration number.

Furthermore, at least one record must be entered in the Contact Details block. One of the contacts must be marked as the primary contact by selecting the corresponding check box. The e-mail field should contain the valid user’s e-mail address. This address is used to send an e-mail after approval of the login request, which notifies the user to re-login to continue with the company registration.

After saving the data, the password must be entered twice, in the New Password and Confirm Password fields, acknowledged by clicking the Set Password button. After all entries are checked for accuracy, the final action is to click the Submit button to request a login to the system. After the message is acknowledged, data is submitted and the screen is closed.

With 1- or 2-step approval preset, the user can immediately re-login using his user name and password to continue with the company profile. When 3-step approval is preset, the login request must be approved first before the Profile & Qualification option becomes available on the E-Supplier login screen.

In the case of 3-step approval, submitting the login request data automatically fills the approval sequence with the users of the approval template that is assigned to DBA setting LOGIN_REQUEST_APT, and an e-mail notification is sent to the first person on the approval sequence. The login request must be approved by all approvers of the sequence, and this approval activates the Profile & Qualification section for the new user.

Approval of a login request is done on the P.20.02 Login Requests screen.

With the login request approval, or in the case of 1- or 2-step approval with the submission of the login request, an e-mail notification is sent to the supplier/subcontractor. Furthermore, the new company is created on A.10.23 Companies, with all information copied from the login request. Changing the login request data will automatically synchronize the company data and vice versa.

In the case of 1-step approval, the new supplier/subcontractor is created on P.20.01 Suppliers/Subcontractors.

To edit a login request, re-login via E-Supplier with the Login Request login option. The P.20.02 Login Requests screen displays the existing login request associated with your user name. You can edit the information as needed.

It is possible to edit an approved login request. The changes are propagated to A.10.23 Companies.