Create segmentation rule

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

    • Create a segmentation rule that defines criteria for categorizing suppliers into different segments based on various attributes or performance factors.

    Avant de commencer

    Role required: sn_kpi.admin or sn_slm.manager or sn_slm.admin

    Procédure

    1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
    2. Do one of the following:
      • Under Quick actions, select Create segmentation rule.
      • Select the list icon (List icon.), navigate to Lists > Performance management > Segmentation rules, and then select New.
    3. On the form, fill in the fields.
      Create new segmentation rule form
      Tableau 1. Create New Segmentation rule form
      Field Description
      Basic details
      Name Name of the segmentation rule.
      Description Brief description of the segmentation rule.
      Active Option that indicates the segmentation rule is active for use.
      Owner The person who owns the segmentation rule.
      Frequency The frequency at which the segmentation rule automatically runs. The available options are:
      • Ad-hoc
      • Weekly
      • Monthly
      • Quarterly
      • Yearly
      Conditions
      Segmentation table Extracts data from the specified table.
      Condition Option that enables you to build a filter by adding conditions with fields, operators, and values.

      Select Edit conditions to open the condition builder.
    4. Select Save.