Update banking details using the supplier catalog

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

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

    Avant de commencer

    Role required: sn_slm.contact

    Procédure

    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.
      If you are adding a new account, you can auto-populate the Bank name, Account holder name, and Account number fields by selecting the Extract values from the attachment to auto-populate from fields checkbox. For more information about the form fields and descriptions, see Update banking details form Selected option for adding a new account.
    6. Select Submit.

    Résultats

    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.