Map assessment template with segmentation rule

You can map assessment templates with segmentation rules in the Source-to-Pay workspace. A rule defines which suppliers receive assessments based on the configured criteria.

Vorbereitungen

Role required: sn_slm.manager or sn_slm.admin

Prozedur

1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
2. Create a segmentation rule.
   For more information, see Create segmentation rule.
3. Select Assessment templates and New to map an assessment template with this segmentation rule.
   
4. Fill in the details in the new segmentation rule assessment template form.

   Field	Description
   Assessment template	Assessment template used for mapping with the segmentation rule.
   Audience type	Type of recipients of the assessment.
   Segmentation rule	Segmentation rule for which assessment is getting created (auto-filled).
   Due date	Date of expiry of the assessment.

5. Select Save.

Nächste Maßnahme

Trigger assessments from the segmentation rule assessment mapping templates.