Update banking details using the supplier catalog

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Keep the banking information up to date to ensure timely payments without any delays.

    Before you begin

    Role required: sn_slm.contact

    Procedure

    1. Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a /supplier suffix.
      For example, https://example.com/supplier.
    2. Select the supplier from the My Company drop-down list of suppliers associated with your profile.
      Important:
      The list of suppliers under My Company is available from the Xanadu December 2024 release onwards, only if M2M mapping between supplier contact and suppliers is enabled.
    3. In the portal header, select Raise a request.
    4. Select the Update banking details catalog item under the General category.
      The Supplier field is auto-populated with the supplier you have currently selected. This field is available from the Xanadu December 2024 release onwards.
    5. On the Update banking details form, fill in the fields.
      For more information about the form fields and descriptions, see Update banking details form.
    6. Select Submit.
      The application creates a case and assigns it to the supplier manager for review and approval.

      After the supplier manager approves the case, the banking details are updated in the supplier record.