Supplier Lifecycle Operations release notes
Summarize
Summary of Supplier Lifecycle Management Release Notes Washington DC
The Washington DC release of the ServiceNow® Supplier Lifecycle Management application enhances supplier onboarding, collaboration, and risk management across the supplier lifecycle. It shifts to using the Procurement Workspace, streamlining processes and improving user experience.
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Key Features
- Procurement Workspace Integration: Supplier Lifecycle Management now operates within the Procurement Workspace.
- Enhanced Playbooks: The onboarding playbook integrates with Third-party Risk Management (TPRM) for risk assessments, and approval activities have been removed for completing certain supplier cases.
- Supplier Offboarding: A new playbook allows for managing supplier offboarding cases and due diligence requests.
- Integration Framework: Exchange supplier data with third-party ERP systems through the Supplier Lifecycle Operations integration framework.
- Risk Assessment Visibility: New tabs and widgets in the Supplier Collaboration Portal and Procurement Workspace provide insights into supplier risk assessments.
- Task Assignment: Tasks can now be assigned to internal users, in addition to external suppliers.
- Organization Tax Details: A new table for storing tax registration details for suppliers is introduced.
- Restructured Supplier Task Table: The architecture of the Supplier Task table has been restructured, which may increase upgrade times.
- New Plugins: Introduction of the Risk Assessments for Supplier Lifecycle Operations plugin for enhanced risk assessment integration.
Key Outcomes
After upgrading to the Washington DC release, customers can expect improved supplier management efficiencies, seamless risk assessment integration, and enhanced visibility into supplier performance and compliance. Users should review post-upgrade tasks and utilize the new features to maximize the benefits of the upgraded application.
The ServiceNow® Supplier Lifecycle Operations application enables you to quickly onboard and collaborate with suppliers, manage supplier relationships, monitor risk, compliance, and performance across the supplier life cycle. Supplier Lifecycle Operations was enhanced and updated in the Washington DC release.
Supplier Lifecycle Operations highlights for the Washington DC release
- Supplier Lifecycle Operations uses the Source-to-Pay Workspace instead of the Supplier Manager Workspace.
- Complete the Case playbook and Review supplier primary data playbook without requiring to approve activities to complete the supplier cases.
- Onboard suppliers using the enhanced Supplier onboarding playbook that provides integration with Third-party Risk Management (TPRM) to conduct risk assessments when onboarding new suppliers.
See Supplier Lifecycle Operations for more information.
Important information for upgrading Supplier Lifecycle Operations to Washington DC
After upgrading from the Vancouver release to the Washington DC release, you will see only the Source-to-Pay Workspace on the All navigation tab. You don't have to do anything if you choose to continue to use the Source-to-Pay Workspace.
However, you will see both the Source-to-Pay Workspace and Supplier Manager Workspace on the Workspaces tab. If you want to use the Supplier Manager Workspace instead of the default Source-to-Pay Workspace, ensure that you run the fixscript_migrate_workspace_to_smw.xml fix script after upgrading to the Washington DC release. You can download the fixscript_migrate_workspace_to_smw.xml file from the ServiceNow Store.
If you want to revert to using the Source-to-Pay Workspace, run the fixscript_migrate_workspace_to_s2p.xml fix script. You can download the fixscript_migrate_workspace_to_smw.xml file from the ServiceNow Store. For more information about how to run a fix script, see Run fix scripts.
After you upgrade to Washington DC, you must review all the post-upgrade tasks and complete them as needed. For more information, see Post-upgrade tasks for Supplier Lifecycle Operations.
New in the Washington DC release
- Help Center
- Introduced in-product assistance, also known as Help Center, for the landing, list, and analytics pages of Source-to-Pay Workspace. Select the Help Center icon
to access the help information directly from within your workspace. - Offboard a supplier from the Source-to-Pay Workspace
- The supplier offboarding playbook has been introduced that enables you to do the following:
- Create a supplier offboarding case to offboard a supplier.
- Create a Due Diligence request if the GRC: Third-party Risk Due Diligence Request [com.sn_tprm_onboarding] plugin is installed.
- Displays a list of pending supplier cases and tasks.
- Ability to check contract and invoices.
- Maintain communication with the internal stakeholders and the supplier throughout the offboarding process.
- Supplier Lifecycle Operations integration framework
- The Supplier Lifecycle Operations (SLO) integration framework enables you to exchange supplier data with any third-party ERP system. The SLO integration framework facilitates inbound and outbound integration with third-party applications and ERP systems.
- Configure due dates for tasks
- Configure due dates for different task types so that the Due date field is auto-populated when you create tasks.
- Complete a risk assessment from the Supplier Collaboration Portal
-
View supplier risk assessment details from the My active items widget in the Supplier Collaboration Portal. In the My active items widget, the Risk Assessments tile shows assessments only if you've installed the Third-party Risk Management [com.sn_vdr_risk_asmt] plugin. Select the Risk Assessments tile to open the Assessment Summary page, which displays a list of risk assessments for a supplier and for an engagement.
- View risk assessment details in Source-to-Pay Workspace
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A new Risk tab has been added on the Supplier record page in the Source-to-Pay Workspace. The Risk tab displays supplier risk assessment details, such as third-party name and process information, summary reports, risk intelligence scores, and tracking data for issues and tasks. The Risk tab is displayed only if you have installed the Third-party Risk Management [com.sn_vdr_risk_asmt] and GRC: Vendor Risk Management Workspace (com.sn_vdr_risk_asmt_workspace) plugins.
- Assign tasks to internal users
- Previously, tasks were only assigned to external users (supplier contacts). You can now assign tasks also to internal users. A new field Task audience has been added on the Details tab of the task to identify tasks as internal or external.
- Organization Tax Details table
-
A new table, Organization Tax Details (sn_fin_org_tax_detail) has been added that enables you to store multiple tax registration details for each individual supplier. This table has been added in the Finance Common Architecture (com.sn_fin) plugin.
- Restructured Supplier Task table
- The Supplier Task table architecture has been restructured. Starting with the Washington DC release, the Supplier Task [sn_slm_task] table extends the Service Task [sn_spend_sdc_service_task] table.Note:
You can experience a longer upgrade time if you’re upgrading from Vancouver or an older release to Washington DC or any latest release. This delay is due to a mandatory script that runs for restructuring the Supplier Task [sn_slm_task] table and the duration of upgrade depends on the number of records in this table.
- Risk Assessments for Supplier Lifecycle Operations plugin introduced
- A new plugin, Risk Assessments for Supplier Lifecycle Operations (com.snc.sn_supplier_tprm) has been added that provides an integration with third-party risk assessment application to conduct risk assessments when onboarding new suppliers using the Supplier onboarding playbook.
- Using the supplier onboarding playbook to onboard suppliers
- The Supplier onboarding playbook now includes a new Perform risk assessment playbook that triggers two different flows to conduct supplier risk assessments, depending on the plugins that you have installed:
- If you have installed only the Risk Assessments Integration for Supplier Lifecycle Operations [com.snc.sn_supplier_tprm] plugin, the Perform risk assessment playbook triggers the flow that includes activities to verify the eligibility of the supplier by creating risk assessments.
- If you have installed both the Risk Assessments for Supplier Lifecycle Operations [com.snc.sn_supplier_tprm] and GRC: Third-party Risk Due Diligence Request [com.sn_tprm_onboarding] plugins, the Perform risk assessment playbook triggers the flow that includes activities to create a due diligence request, complete Inherent Risk Questionnaire (IRQ) assessments, and conduct risk assessments for a third-party or an engagement.
- Create a case on behalf of a supplier from the Source-to-Pay Workspace
- The supplier manager can create cases on behalf of suppliers in the Source-to-Pay Workspace.
Changed in this release
- Case playbook for specific supplier case types
- The Case playbook has been updated to no longer include approval activities for completing the following supplier case types:
- Supplier support request
- General inquiry
- Playbook for updating the supplier primary data
- The Review supplier primary data playbook has been updated to no longer include approval activities for completing the following supplier case types:
- Banking information change request
- Supplier information change request
- Supplier location change request
Deprecations
- Source-to-Pay Workspace
- Starting with the Washington DC release, Supplier Manager Workspace is being prepared for future deprecation. It will be hidden and no longer be activated on new instances but will continue to be supported. Source-to-Pay Workspace provides the latest experience for this functionality.
- Enable deprecated case types after upgrade
- The Conduct a risk assessment and Conduct a tiering risk assessment case types have been deprecated. However, you can enable both the case types for use after you upgrade to Washington DC. A new case type, Due diligence has been added that provides the functionality for conducting risk assessments.
Activation information
Install Supplier Lifecycle Operations by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.