Add a pipeline project to a sourcing request

Add a pipeline project to a sourcing request to link project details, reduce manual data entry, and track sourcing progress against project timelines.

Vorbereitungen

Role required: sn_shop.procurement_specialist or admin

Warum und wann dieser Vorgang ausgeführt wird

You can add pipeline projects to sourcing requests that are in either the Pending Review or Pending Approval state.

Prozedur

1. Navigate to Source-to-Pay Workspace.
2. Select the list icon () and do one of the following:
   • Navigate to Lists > My work > Sourcing requests.
   • Navigate to Lists > All work > Sourcing requests.
3. Select the link to the sourcing request under the Number column.
4. Select Add to pipeline project.
   
5. In the Add to pipeline project dialog box, do one of the following:

   To	Do this
   Add the sourcing request to an existing pipeline project.	Select Add to an existing pipeline project. From the Pipeline project list, search for and select a project. Hinweis: The list displays only those pipeline projects that are in either the Draft or Planned state and that share the same spend category as the sourcing request.
   Add the sourcing request to a new pipeline project.	Select Add to a new pipeline project. In the Short description field, enter a brief summary of the pipeline project. In the Description field, enter detailed project information. From the Project type list, select one of the following options: Supplier Optimization Contract Optimization Savings Potential Spend Optimization Risk Reduction In the Estimated Start Date field, enter the target start date for the pipeline project. In the Spend Category field, select the spend category that matches that of the sourcing request.

6. Select Add.
   The sourcing request is associated with either an existing or a new pipeline project. It is displayed in the Sourcing Requests tab of the pipeline project.