Walkthrough: Handle Supply Chain Finance Reporting

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This walkthrough demonstrates how to manage supply chain finance reporting in the ERP system.

About this walkthrough

This walkthrough covers:

• Setting up supply chain finance tracking.
• Managing finance programs.
• Monitoring supplier participation.
• Generating compliance reports.

Prerequisites

To complete this walkthrough, you need:

• ERP system with the PayTrack 365 extension installed.
• Finance provider configuration.
• Required permissions.

Story

Sarah, the finance manager at CRONUS, needs to implement tracking and reporting for their supply chain finance programs, ensuring compliance with new reporting requirements.

Setting up supply chain finance

Configure finance programs

1. Choose the icon, enter Supply Chain Finance Setup, and then choose the related link.

2. Set up program parameters:

   Program Code: SCF001
   Provider: [Finance Provider]
   Discount Rate: 1.5%
   Payment Terms: NET60
   

3. Configure provider details:

   • Connection settings
   • Program terms
   • Payment rules

Set up supplier enrollment

1. Choose Supplier Programs.
2. For each supplier:
   • Select program
   • Set terms
   • Configure limits
   • Enable tracking

Managing finance programs

Process transactions

1. Record invoice submission:

   • Enter invoice details
   • Select finance program
   • Calculate early payment discount

2. Track payments:

   • Monitor provider payments
   • Record payment dates
   • Update supplier status

Monitor performance

1. Track metrics:

   • Program utilization
   • Supplier participation
   • Cost savings
   • Payment timing

2. Review statistics:

   • Average payment time
   • Discount capture
   • Program efficiency

Generating reports

Compliance reports

1. Generate required reports:

   • Program summary
   • Payment statistics
   • Supplier participation
   • Financial impact

2. Review compliance:

   • Payment dates
   • Program terms
   • Supplier benefits
   • Cost analysis

Results

After completing this walkthrough, Sarah has:

• Implemented SCF tracking.
• Set up reporting systems.
• Established monitoring.
• Ensured compliance.

Next steps

• Review program performance.
• Optimize terms.
• Expand supplier participation.
• Update reporting.

Related information

Supply Chain Finance
ESG and Payment Practices
Process Payment Analysis
Generate Payment Practice Reports