Manually uploading PCF data for suppliers

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Your suppliers can use a CSV template to populate their PCF data. When you receive the CSV file with the data, upload it to Envizi Supply Chain Intelligence on the Job Management page.

Before you begin

Generate a CSV file for PCF data collection and email the CSV file to your supplier. For more information, see Requesting PCF data manually by using CSV files.

About this task

Suppliers are defined during the initial load of PCF requests CSV file and are maintained on an ongoing basis by uploading data to Cloud Object Storage.

The upload of the CSV file with the PCF data updates a ComplianceRecord object.

The following table describes the fields of the product object, which is configured during onboarding.

Table 1. Object model
Field name Data type Display name Example Description Required
supplier.
organization
Identifier		 String reference to Organization.
organizationidentifier.		 Supplier ID Supplier 123 The organization that provided the PCF data. Required
compliance
Record
Type		 String Compliance record type PCF A type of compliance record. For example, a certification or score. Required
sourceType String Source type Supplier The type of source data that is used. For example SpendFactor, AverageFactor, or Supplier.  
product.
partNumber		 String Product ID BBG-3256 The unique identifier for the product. Required
record
Identifier		 Record identifier Record identifier UUID-123 The unique identifier for the record. Required
validFrom DateTime Valid from 2023-06-28T14:30:36+0000 The date and time from which this record can be used. The format is ISO 8601. Required
validTo DateTime Valid to 2023-06-28T14:30:36+0000 The date and time to which this record can be used. The format is ISO 8601. Required
score Float Score 100 The score or PCF calculation that is associated with the compliance record. Required
score
Calculation
Method		 String Score calculation method Industry factor The method that is used to calculate the compliance record score. Recommended
score
Primary
DataRatio		 Float Score primary data ratio 0.08 An amount of primary data that is relative to the amount of nonprimary data. Required
score
Variance		 Float Score variance 1.2 The variability of the compliance record score. Required
The following example is an excerpt from the sample CSV file for the ComplianceRecord object. The object is defined in the data dictionary.
supplier.organizationIdentifier,complianceRecordType,sourceType,product.partNumber,recordIdentifier,validFrom,validTo,score,scoreCalculationMethod,scorePrimaryDataRatio,scoreVariance,sourceUrlLink.url
"McGrey","PCF","Supplier","LLP-4045",,,,,,,,
"McGrey","PCF","Supplier","CLD-6478",,,,,,,,
"McGrey","PCF","Supplier","PLF-3297",,,,,,,,

Procedure

  1. After you receive the complete CSV file, from the side navigation menu, click Job Management.
  2. Click New Job.
  3. Select Import data and click Next.
  4. Click Add file and browse to select the PCF requests CSV file.
  5. Select ComplianceRecord as the object type.
  6. Review the PCF data and click Import.