The Source-to-Pay Workspace provides experiences and tools that you can use to work on various activities, such as procuring goods, onboarding high-performing suppliers, and processing invoices.

The Source-to-Pay Workspace application provides experiences and tools for a Procurement Specialist, Supplier Manager, and Accounts Payable Specialist to view and work on cases and tasks related to Source-to-Pay Operations.

The Source-to-Pay Workspace application is a dependent application and is automatically installed if any of the following applications are installed:
  • Source-to-Pay Common Architecture
  • Procurement Case Management
  • Supplier Lifecycle Operations
  • Invoice Case Management
However, if you wish to install just the Source-to-Pay Workspace application, the dependent application Procurement Case Management is also installed along with.

End user and roles

End user and goal Required role
Procurement Specialist: View your open requests and purchasing to-dos. sn_shop.procurement_specialist
PCM Agent: View your open requests and purchasing to-dos. sn_spend_psd.agent
Accounts Payable Specialist: View your open requests and purchasing to-dos.
Note: This role contains the PCM Agent role, and therefore has access to the same home page and modules as the PCM Agent.
 sn_shop.accounts_payable_specialist
Admin role for Canvas Core Application: View and make configuration changes to the widgets. canvas_admin
Supplier Fulfiller:
  • Create tasks
  • View suppliers related to assigned cases or tasks
  • View assigned cases and tasks, or tasks that are created by them
  • Update assigned cases and tasks, or tasks that are created by them
 sn_slm.fulfiller
Supplier Manager:
  • Create suppliers, cases, and tasks
  • View all the suppliers, cases, and tasks
  • Update only the suppliers they manage
  • Update the cases and tasks that they create or that are assigned to them
 sn_slm.manager
Supplier Administrator: Create, view, update, and delete all the suppliers, cases, and tasks. sn_slm.admin