Tier 2 - Reviewing Possible Profile Matches for Tier 2 Reporting Primes

Overview

When a Tier 2 reporting prime submits spend, SupplierGateway will attempt to match the submitted company to an existing supplier in your organization's supplier population if a match was not already identified during the upload and processing of your supplier data. This helps prevent duplicate supplier records, ensures reporting is tied to the correct supplier profile, and keeps your supplier network accurate.

If a possible match requires review, the submission will appear as an Action Required item.

Accessing Possible Matches

1. Navigate to Tier 2 App.
2. Select Tier 2 Spend Dashboard.
3. Click Manage Reporting Primes.
4. Select the appropriate Reporting Period.
5. From the status filter, select Alert - Action Required.
6. Under the Actions column, click the Possible Match icon.

Reviewing Possible Matches

SupplierGateway automatically searches your current supplier population for potential matches using identifiers such as:

• Employer Identification Number (EIN)
• Company address information

If eligible matches are found, review the results and select Use This Match for the correct supplier.

Selecting Use This Match performs a profile merge, linking the Tier 2 reporting prime with the existing supplier record in your portal. This:

• Prevents duplicate supplier records.
• Associates the reporting prime with the correct supplier profile.
• Preserves the most current supplier information and contact details for future reporting.

If No Possible Matches Are Found

If the system does not automatically identify a match, begin typing the company name into the search field. As you type, SupplierGateway will display the closest matching supplier records from your organization's supplier population.

If you locate the correct supplier, select Use This Match to complete the profile merge.

If the Submission Is Not a Current Supplier

If the reporting prime is not one of your organization's suppliers and should not be associated with an existing supplier record, select Reject to remove the submission from your list of Tier 2 reporting primes.

If the Company Is Not a Duplicate

If the reporting prime is a supplier to your organization but does not yet exist in your supplier population, select Company is not a duplicate.

Then navigate to Supplier Status to:

1. Manually add the supplier to your portal.
2. Assign the supplier a unique supplier number.
3. Configure them as a current supplier for Tier 2 reporting.

Once the supplier has been added, future Tier 2 submissions can be matched to the correct supplier record, helping maintain accurate reporting and preventing duplicate profiles.