# Configuring Supplier Portal (QMS)

<a href="/en/gr/78610/">QualityOne Vaults</a> provide suppliers with an Admin-configurable interface to collaborate with buyers when participating in the QMS process. Suppliers can review and update nonconformance details and create related items. Access to <a href="/en/gr/62417/">Supplier Portal</a> is through Vault, using the credentials provided to users. Users must have the appropriate permissions to view the records they need to interact with.

You can configure Supplier Portal to provide suppliers with a read-only view of nonconformance records, and configure the portal to allow suppliers to create the appropriate related records in different sections. You can provide instructions to users to guide them through the process in each section.


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      <p><strong>Note</strong>: This feature is not available unless it was enabled in your Vault prior to 25R2. The <a href="/en/gr/76844/">External Collaboration Management</a> feature provides similar functionality by enabling the assignment of an external collaborator to respond to requests on <a href="/en/gr/76844/#target-objects">supported object records</a>.</p>
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## Configuring Supplier Portal {#config-supp-portal}

Currently, you can configure QualityOne supplier portal for the _NCR_ (`ncr__v`) object only. Configuring supplier portal involves standard <a href="/en/gr/26387/">object layout configuration</a>; however, supplier portal includes the unique functionality of the _Detail Form with Carousel_ and _Related Object List View_ sections.

Configuring Supplier Portal involves the following general steps:

1. <a href="/en/gr/18769/">Creating</a> an NCR object, including selecting the NCR type.
2. Configuring the <a href="/en/gr/26387/">object layout</a>, including the supplier portal-specific sections.
3. <a href="/en/gr/33550/">Assigning</a> the NCR to a supplier.

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      <p><strong>Note</strong>: Depending on your Vault’s creation date and which features are currently enabled and configured, some of the steps described in this article may be unavailable or already complete in your Vault.</p>
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### Configuring Detail Form with Carousel {#config-detail-carousel}

The _Detail Form with Carousel_ section is a read-only object layout section that allows suppliers to review nonconformance details and related objective evidence so they can take appropriate actions as needed.

You can configure the _Detail Form with Carousel_ section to display details about the NCR. You can optionally display details in one (1) or two (2) groups with a label for each group, and specify which fields to include in each group. You can include an image carousel which allows users to click image attachments.

<a href="https://platform.veevavault.help/assets/images/CPC-SupplierMgmt-DetailFormCarousel.png" data-lightbox="CPC-SupplierMgmt-DetailFormCarousel.png" data-title="" data-alt="Detail Form with Carousel">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/CPC-SupplierMgmt-DetailFormCarousel.png" alt="Detail Form with Carousel" style="max-width: 80%;"  />
</a>

#### How to Insert Detail Form with Carousel Sections {#add-detail-carousel}

To insert a _Detail Form with Carousel_ section:

1. In the NCR object layout editor, click **Insert Section**.
2. Select **Detail Form with Carousel**.
3. Enter a **Section Label** and **Section Name**. Only the label will appear for users.
4. Optional: In the **Show the section only in these lifecycle states** field, select one (1) or more lifecycle states. This option only appears for objects that use <a href="/en/gr/29798/">lifecycles</a>.
5. Optional: Enter the **Group 1 Label**. Group 1 displays at the top of the left side of the section.
6. Optional: Enter the **Fields in Group 1**. Use the _Name_ of any NCR object fields except for fields of type _Formula_. Fields display in the order listed. If you do not enter the **Group 1 Label**, fields display without a group header.
7. Optional: Enter the **Group 2 Label**. Group 2 displays below Group 1 on the left side of the section if you have specified values for Group 1. If you specify values only for Group 2, Group 2 appears at the top of the section. Use Group 2 only if you want to display two (2) groupings of fields.
8. Optional: Enter the **Fields in Group 2**. Use the _Name_ of any NCR object fields except for fields of type _Formula_. If you do not enter the **Group 2 Label**, fields display without a group header. Fields display in the order listed.
9. Optional: Select the size of the **Image Carousel** to include in the section or select _None_ to exclude the image carousel.
10. Optional: Enter the **Title** for the image carousel.
11. Click **Done**.

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      <p><strong>Note</strong>: Do not include any fields of type <em>Object Reference</em> which reference the <em>User</em> object in <em>Fields in Group 1</em> or <em>Fields in Group 2</em>.</p>
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### Configuring Related Object List View {#config-related-list}

The _Related Object List View_ section is an object layout section that allows suppliers to take appropriate action within the context of the page after reviewing nonconformance details.

You can configure the actions that suppliers can take against related object records as well as the fields for which suppliers provide values.

In order for users to be able to include attachments, ensure you have <a href="/en/gr/15057/#customizestandardobjects">_Allow Attachments_</a> enabled on any related objects for which you insert sections.

If you want to provide suppliers with the option to view a <a href="/en/gr/57126/">5 Whys</a> diagram from a record within a section, select _Root Cause Analysis_ (`rca__v`) as the related object. Using _Root Cause Analysis_ (`rca__v`) as the related object for a section includes a button called _View 5 Whys_ which suppliers can click to open and view the related 5 Whys diagram, if the record has one (1).


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      <p><strong>Note</strong>: You must ensure suppliers are granted the appropriate view, create, edit, and delete <a href="/en/gr/22824/">permissions</a> on the objects you include in <em>Related Object List View</em> sections so they can interact with objects.</p>
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<a href="https://platform.veevavault.help/assets/images/CPC-SupplierMgmt-RelatedObjectListView.png" data-lightbox="CPC-SupplierMgmt-RelatedObjectListView.png" data-title="" data-alt="Related Object List View">
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#### How to Insert Related Object List View Sections {#add-related-list}

To insert a section showing related object records in list view:

1. In the _NCR_ object layout editor, click **Insert Section**.
2. Select **Related Object List View**.
3. Enter a **Section Label** and **Section Name**. Only the label will appear for users.
4. Optional: In the **Show the section only in these lifecycle states** field, select one (1) or more <a href="/en/gr/29798/">lifecycle</a> states.
5. Optional: Enter the **Instruction Text** to provide the user with guidance of what to do in this section.
6. Optional: Enter the text to use for the **Instruction Link Text** which users can click to open a document in a new tab containing further instructions or extra information.
7. Optional: Enter the **Link Document ID** of the document to link to. Ensure users have the appropriate permissions to access the document and that the document is in <a href="/en/gr/14560/">_Steady State_</a>.
8. Enter the _Name_ (not the _Label_) of a **Related Object**.
9. Optional: Enter the _Name_ (not the _Label_) for the **Object Type** of the _Related Object_. If you do not enter an object type, Vault uses the default object type
10. Enter the **Object Reference Field on Related Object** to provide the field on the related object that refers back to the _NCR_ object.
11. Choose a **Section Layout**: **One Column** or **Two Columns**.
12. Enter the _Name_ of the **Fields** on the related object to display in the section.
13. Optional: Select **Is Expanded** to have the section expanded by default when the page loads.
14. Specify the label for the **Add Button** which users click to add new records.
15. Enter the _Name_ of a related object field to use to display as the **List View Header Field**.
16. Optional: Enter the _Name_ of a related object field to use as the **List View Subtext Field**.
17. Optional: Enter the **First Attachment Section Label**. The first attachment section displays on the left side at the bottom of the section.
18. Optional: Enter the text to use as the **First Attachment File Prefix**. This text is added to the beginning of the filenames, followed by an underscore, for files attached in this section. For example, if you entered the text _Before_, a file called _example.png_ would appear as _Before\_example.png_.
19. Optional: Enter the **Second Attachment Section Label**. The second attachment section displays on the right side at the bottom of the section. If you specify values only for the second attachment section, the second attachment section appears on the left side of the section. Use the second attachment section only if you want to display two (2) groupings of attachments.
20. Optional: Enter the text to use as the **Second Attachment File Prefix**. This text is added to the beginning of the filenames, followed by an underscore, for files attached in this section.
21. Click **Done**.

## NCR Lifecycle {#lifecycles}

_NCR_ object records use the _NCR_ object <a href="/en/gr/29798/">lifecycle</a>. Your organization may add custom lifecycle states to suit your specific needs.

## Configuring User Permissions {#user-permissions}
  
You must ensure users have the appropriate read and create <a href="/en/gr/22824/">permissions</a> to access the appropriate objects and object fields in addition to the permissions outlined below:

* For the _NCR_ object: _Read_ permission.
* For suppliers to interact with _Related Object List View_ sections, ensure the related object has the _Read_, _Create_, _Edit_, and _Delete_ permissions.

## Related Permissions {#permissions}

You can complete all the steps in this article with the standard _System Administrator_ or _Vault Owner_ security profile. If your Vault uses custom security profiles, your profile must grant the following <a href="/en/gr/22824/">permissions</a>:

<table>
  <tr>
    <th><strong>Type</strong></th>
    <th><strong>Permission</strong></th>
    <th><strong>Controls</strong></th>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Object Lifecycles: Create, Edit</td>
    <td>Ability to create and modify lifecycles.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Object Workflows: Create, Edit</td>
    <td>Ability to create and modify workflows.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Objects: Create, Edit</td>
    <td>Ability to create and modify Vault objects.</td>
  </tr>
</table>