Bravo Integration Admin Guide Basware P2P 18.1

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2 1 Introduction 1.1 Overview Basware P2P can be integrated with BravoSolution (Bravo), a global supplier management tool. The integration allows users to have visibility into the full source-to-pay (S2P)process and take advantage of more opportunities to save money and drive financial performance. 1.2 Data Flow between Basware P2P and Bravo The data flowing between Basware P2P and Bravo is normally managed by the organization s buyers, or purchasing team. The buyer sees the items in the Items to Order page, sends the items to Bravo for negotiation/rfq, and then sends the updated item, vendor, and pricing information to Basware P2P. Copyright Basware Corporation. All rights reserved.. 2

4 2 Configuring Bravo Integration 2.1 Overview Bravo integration requires a few configuration steps. The steps are managed by Basware implementation consultants, global administrators, and/or tenant administrators as indicated. 2.2 Configuration Requirements System Setting Configuration - Global Administrator The following system settings affect Bravo integration and must be configured as indicated by the global administrator. Tenant administrators cannot access these settings Enable Bravo Integration: Set to Yes Bravo Integration Root URL: set to the following URL for ALL tenants System Setting Configuration - Tenant Administrator The following system setting affects Bravo integration and can be configured and maintained by the tenant administrator Enable Multiple Shopping Carts: Set to Yes Look up for Bravo Purchasing group codes: From the Value dropdown, select the lookup configured for retrieving purchasing group codes from the database. For information on Lookups, see the General Admin Guide > Chapter 12. User Permissions The following permissions focus on buyers and other system users that interact with Basware P2P and Bravo Can Export Items for Sourcing: Must be enabled for the user to send data to Bravo for sourcing. 2.3 Configuration Results When all configuration steps are complete, the following functionality is available in the system. Dashboard When system setting Enable Bravo Integration is enabled, all users with permission 8 - Manage POs see the following Sourcing menu on the dashboard: Copyright Basware Corporation. All rights reserved.. 4

Figure 2: Sourcing Menu on the Dashboard Vendor Portal users see the same menu, but only have the following two options: Dashboard Supplier RFQs Each option, when clicked, takes the user through an

Shopping Cart Users with access to the Shopping Cart and permission 4013 - Can Export Items for Sourcing have an additional action in the Shopping Cart Special Functions: Negotiate Items in Sourcing.

5 Figure 2: Sourcing Menu on the Dashboard Vendor Portal users see the same menu, but only have the following two options: Dashboard Supplier RFQs Each option, when clicked, takes the user through an SSO authentication process and then to the respective Bravo page, as configured by system setting Bravo integration root URL. Shopping Cart Users with access to the Shopping Cart and permission Can Export Items for Sourcing have an additional action in the Shopping Cart Special Functions: Negotiate Items in Sourcing. Figure 3: Shopping Cart Special Functions, Sourcing actions highlighted When the user selects items and clicks Negotiate Items in Sourcing, the Source Items page displays. The page includes the following fields: Summary Description Estimated Delivery Purchasing Group code The Purchasing Group code dropdown is populated with values as determined in system setting Look up for Bravo Purchasing group codes. Copyright Basware Corporation. All rights reserved.. 5

Items to Order Page Users with access to the Items to Order page and permission 4013 - Can Export Items for Sourcing have an additional action on the Items to Order page: Negotiate Items in Sourcing.

6 Items to Order Page Users with access to the Items to Order page and permission Can Export Items for Sourcing have an additional action on the Items to Order page: Negotiate Items in Sourcing. Figure 4: Items to Order queue with Negotiate Items in Sourcing When the user selects items and clicks Negotiate Items in Sourcing, the Source Items page displays. The page includes the following fields: Summary Description Estimated Delivery Purchasing Group code The Purchasing Group code dropdown is populated with values as determined in system setting Look up for Bravo Purchasing group codes. Copyright Basware Corporation. All rights reserved.. 6

7 3 Bravo Data Management 3.1 Overview Supplier and user data for Bravo-integrated tenants is centralized and managed within Bravo. The vendors and users are created and updated in Bravo, then the data is sent to Basware P2P via flat-file integration and Basware P2P adds, updates, and deletes vendors and users as needed. 3.2 Data Import Vendor and vendor portal user data is updated via file import. For general information on imports and import map specifications, see the General Admin Guide > Chapter 13. The vendor/user profile from Bravo is linked to the profile in Basware P2P via the External Reference ID. This field can be viewed as part of the profile information for Basware P2P vendors and users. Figure 5: Edit Vendor page (truncated) with External Reference ID circled The External Reference ID reflects the user or vendor ID in the Bravo system, ensuring an accurate sync between the two systems. Copyright Basware Corporation. All rights reserved.. 7

8 3.2.1 Profiles with an External Reference ID Related System Setting Allow Edit of Master Data with External Reference ID (defaults to Yes) By default, administrators on tenants with the vendor/user External Reference ID specified can edit vendor and user information (also called Master Data) from the Vendor and User Admin Lists. However, if system setting Allow Edit of Master Data with External Reference ID is set to No, administrators cannot edit the vendor or user information when an External Reference ID is specified. The information must be edited in Bravo and then updated via file import. Copyright Basware Corporation. All rights reserved.. 8

Copyright Basware Corporation. All rights reserved.. Vendor Portal Admin Guide Basware P2P 17.3

Copyright Basware Corporation. All rights reserved.. Vendor Portal Admin Guide Basware P2P 17.3 Copyright 1999-2017 Basware Corporation. All rights reserved.. Vendor Portal Admin Guide Basware P2P 17.3 1 Overview of Vendor Portal Setup Basware P2P s vendor portal allows vendors to retrieve easily