Using Supplier Collaboration Portal in APO

The Supplier Collaboration portal application integrated with Accounts Payable Operations provides seamless interaction between Account Payable Specialist and supplier in creating invoice inquiry case, submit new invoice, resolving case tasks and exception tasks.

Supplier Portal Collaboration header

The portal header is located at the top-right corner of the home page contains the following options.

Option	Description
My Tasks	Lists all the tasks that are assigned to the logged-in user. For more information on tasks, see Working with tasks in Supplier Collaboration Portal header.
My Requests	Opens the My Requests page, which lists all the requests assigned to you.
Raise a request	Supplier raises invoice requests.

For more information regarding the Supplier Portal Collaboration header options, see Working with tasks in Supplier Collaboration Portal header.

Supplier Collaboration Portal widgets

The Supplier Collaboration Portal integrated with Accounts Payable Operations consists of the following widgets. For more information on Supplier Collaboration Portal widgets, see Supplier Collaboration Portal.

My active items widget

As a supplier contact, you can view specific items from the following tiles in the My active items widget:

Item	Description
Tasks	Opens the My Tasks list page, which lists all the tasks that are assigned to the supplier. For more information on tasks, see Working with tasks in Supplier Collaboration Portal header.
Requests	Lists all the invoice inquiry cases for the supplier. For more information on inquiry requests, see Working with My Requests.
Invoices	Lists the invoices for supplier to view the invoice details and raise invoice related inquiry case. For more information on invoice inquiry see Submit Invoice Inquiry. Note: From the invoice form, you can submit an inquiry case. For more details on inquiry case, see Submit Invoice Inquiry .

My Requests widget

Displays a list of invoice inquiry cases that you have submitted. Selecting a case directly opens the My Requests page so that you can work on that inquiry case. Select View All to view the list of all inquiry cases that you have submitted. For more information on My Requests widget, see Working with My Requests.

For more information on installing Supplier Collaboration Portal, see Configuring Supplier Lifecycle Operations.

• Explicit roles plugin
  You can give both internal users and external users access to your instance. However, you might not want both types of users to have the same level of access. To provide added security, every user must have at least one role so that the instance can distinguish between internal and external users.
• Working with tasks in Supplier Collaboration Portal header
  Use the portal header located at the top-right corner of the Supplier Collaboration Portal home page to open exception tasks, invoice inquiry requests assigned to the logged-in supplier.
• Working with My Requests
  View and respond to invoice inquiries.
• Create Universal Request from Supplier portal
  Suppliers submit their invoice inquiries through Request help, which transfers to a Universal Request (UR). Requests are sent directly to the Source-to-Pay Workspace for further processing.
• Working with Supplier Catalog
  Supplier uses the Supplier Catalog to submit new invoice inquiry and invoice to the Accounts Payable Operations team to evaluate and resolve the cases.
• Virtual agent flows
  Suppliers can check the invoice and inquiry statuses, create inquiry cases in the supplier portal using the chat channel. Suppliers can also use the virtual agent to view predefined chatbot topics.
• Email resolution notifications for APO
  When the AI worker agent provides a resolution to your invoice inquiry case and moves the case status to awaiting acceptance. An email notification is sent with resolution details and action buttons to accept or reject the resolution.

Related concepts

• Invoice case categories and subcategories
• Using Invoice Case Management
• Using Accounts Payable Invoice Processing
• Advanced Work Assignment in Accounts Payable Operations
• Using Advanced Work Assignment for Accounts Payable Operations
• Interaction management in Accounts Payable Operations
• Composing emails with predefined content from the Source-to-Pay Workspace
• Universal Request in Accounts Payable Operations
• Playbook for updating the invoice primary data

Related tasks

• Create a knowledge base article about invoice
• Configure Advanced Work Assignment for Accounts Payable Operations
• Working with Advanced Work Assignment