Update a Supplier's Business Name in Supplier Self Reporting

  • Updated

This article shows an SSR Administrator how to correct a supplier's business name in Supplier Self Reporting when it no longer matches the name held in Go to Market (GtM) — for example, after a novation or rebrand. Use it when a supplier's old name is still showing in SSR and is causing duplicate or mismatched supplier profiles.

Why this happens

SSR only pulls a supplier's business name from GtM once, at the point the supplier is first synced across. If the name changes in GtM after that, the change does not flow through automatically. The SSR record keeps showing the original name until an administrator updates it.

Prerequisites

  • SSR Administrator access.
  • The supplier's correct, current business name. If you're not sure, check the supplier's record in GtM.

Steps

Locate the supplier

  • Open EForms ▸ found at the bottom of the page. Result: The EForms list opens.
  • Search "Supplier" in the EFormType column and click View. Result: The Supplier eForm opens.

  • Search the Description column by the supplier's name or business number, click View, then Default. Result: The supplier's record opens.

Update the business name

  • Scroll to the Change Supplier Name section. Result: Three update options are visible.
  • Choose one of the following to set the new name:
    • Type the correct name into Enter new supplier name.
    • Click Get name from ABR to pull the name from the Australian Business Register using the supplier's business number.
    • Tick Select Supplier Name from GTM Data and choose the correct name from the dropdown of names GtM currently holds for this supplier.
  • Click Update. Result: The new name is applied to the record.

The new name appears on list memberships and open reports. Closed reports are not updated retrospectively.

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If there are duplicate supplier records

A name mismatch is often caused by GtM/SSR holding more than one record for the same entity, rather than the name itself being wrong. If so:

  • In the Merge Suppliers section, use Select a supplier to be the merge target to search for and choose the record to merge into.
  • Read the on-page warning before confirming. Result: This supplier record is decommissioned; its list memberships, reports, and transactions remap to the merge target.

Reporters on this record are not carried across in a merge — add them to the merge target manually if needed.

Results / Validation

The business name updates immediately and is used for all future SSR reporting.

What's Next / Related

  • If a supplier isn't syncing from GtM to SSR at all (not just a name mismatch), this is a separate issue — raise it with support rather than using a manual update or merge.

Troubleshooting

IssueLikely cause / fix
Old name still shows after clicking UpdateRefresh the record or reopen via Default; confirm the correct record was edited, not a duplicate.
GTM Data dropdown is emptyThe supplier may not be synced from GtM yet, or GtM holds no name history — try Get name from ABR or enter manually.
ABR lookup returns no resultConfirm the supplier's business number is correct and current in the record.
Closed reports still show the old nameExpected behaviour — closed reports are not updated retrospectively.
Duplicate records persist after a name updateThe mismatch is likely two separate supplier records — use Merge Suppliers instead of repeating the name update.

Limits & Notes

  • A name update is a one-off correction, not an ongoing sync — repeat this process if the name changes in GtM again.
  • Merging is irreversible: the source record is decommissioned and its reporters are not carried across automatically.