If you've received an invitation to Tier 2 Diversity reporting, start by accepting your customer's invitation, then proceed to the Load tab where you can add your spend data and publish your Tier 2 diverse spend for buyer allocation.
In order to allocate and share diverse spend to buyers, you must first load spend data for them in the Load tab. Buyer organizations will not be displayed in the Share tab if there is no diverse spend data associated with them.
Your diverse spend data becomes available to be allocated to your buyers in the Share tab based on how you added your diverse spend information.
If you uploaded a spend file, your spend data is published to the Share tab when you click the Publish button next to the spend file that you've uploaded for the specific buyer.
If you entered aggregate spend amounts, your spend data is published to the Share tab when you click the Save button below the allocation pane after entering data for the specific buyer.
If you already uploaded a full spend file or entered indirect aggregate spend for the quarter for one buyer, you will not be able to upload another full spend file or enter additional indirect aggregate spend for other buyers. Instead, you can link other buyers to the previously published spend data within the quarter.
Once buyers are linked to the published spend file, you can allocate and share indirect spend to them in the Share tab.
The process to link buyers to previously published spend is similar to uploading full spend or entering indirect aggregate spend.
To link buyers to published indirect or full spend data:
- After accepting the buyer's invitation, navigate to the Load tab and click either the + icon or the Get started button.
- Select the buyer from the Buyer dropdown.
- Select the Year and Quarter.
- Select either File or Aggregate from the Data type dropdown.
- To link a published spend file to the buyer, select Full spend in the spend type dropdown.
If full spend data is available for the selected quarter, the information pane with the spend data will be displayed along with a list of suppliers mapped with the published file.
To link aggregate spend to the buyer, select Indirect in the spend type dropdown.
If indirect aggregate data is available, the information pane with the spend data for the quarter will be displayed along with the diversity category entered for that quarter.
- Click the Use this information button to link the spend data to the selected buyer.
Once the buyer is linked to the spend data, navigate to the Share tab to allocate portions of your Tier 2 diverse spend to the buyer.
Note: When allocating full or indirect spend amounts to multiple buyers, your total allocation across all buyers cannot exceed 100% of your indirect or full Tier 2 diverse spend amount for the quarter.
The Tier 2 Diversity Guide includes the following articles: