Configure document expiration monitoring attributes

Configure document attributes such as grace period, lead time, and reminder frequency to manage document that are near or past their original expiry date.

始める前に

Role required: admin

手順

1. Navigate to All > Supplier Lifecycle Operations > Administration > Supplier document expiration monitoring attributes.
   The Decision Builder opens and displays the Decision table to configure the grace period, lead time, and reminder frequency.

   表 : 1. Supplier document expiration monitoring attributes decision table

   Attribute	Description
   Grace period	Additional time allotted to complete the document upload task after the initial due date is past. The default duration for this attribute is 30 days. 注: A supplier case is created once the grace period elapses. For more information, see Case playbook for specific supplier case types.
   Reminder frequency	The frequency at which email reminders are sent within the grace period for completing the document task. The default reminder frequency is set to 7 days.
   Lead time	The number of days before the document expiry date when a document upload task is created. The default time is 30 days. 注: A supplier task is created once the configured lead time elapses.

2. In the decision table, go to the document attribute that you want to configure and set the time period in terms of days.
   
3. Select Save.

関連概念

• Uploading supplier documents

関連タスク

• Create a supplier document configuration
• Manually run a supplier document configuration