How To Automatically Import Supplier Contact In Resource Manager ? (Doc ID 2685750.1)

Last updated on OCTOBER 04, 2023

Applies to:

Goal

On : 12.2.6 version, Supplier Tasks

Is there a way to automatically import Supplier Contacts in Resource Manager?

While creating the tasks for a supplier, Supplier Contact LOV is not populated. Upon investigating, it has been determined that Supplier contact has not imported into CRM Resource Manager. We tried to manually import few contacts and those are now appearing in the Supplier Contact LOV. We wanted to know how these Supplier contacts could be automatically imported to CRM Resources ?

To manually import supplier contact >
Navigate to CRM Administrator Responsibility
Navigate to Import Resources
Select Resource Category as "Supplier Contact"
Enter the Supplier, Address and Name (Specifics are needed)
Click on Search
Select the results based on above selection criteria
and click on Start Import.
Review and Save.

This will import a particular supplier contact in the Resources manager.

But we want to know if there is a way to do this for all supplier contacts automatically?
 

Solution

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