Create a supplier from the Source-to-Pay Workspace

Create a supplier to quickly onboard the supplier using playbooks and start purchasing goods and services.

Avant de commencer

Role required: sn_slm.manager, sn_slm.owner, or sn_slm.admin

Procédure

1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
2. Under Quick actions, select Create new supplier.
3. On the form, fill in the fields.

   Tableau 1. Request new supplier form

   Field	Description
   Supplier Name	Name of the supplier.
   This supplier is owned by another company	Indicates if the new supplier is a subsidiary company. Remarque : This check box is added after Xanadu December 2024 release.
   Parent company name	Name of the parent company. This field comes up if the This supplier is owned by another company check box is selected. Remarque : This field is added after Xanadu December 2024 release.
   This supplier owns other companies	Indicates if the new supplier is a parent company. Remarque : This check box is added after Xanadu December 2024 release.
   Subsidiary list	List of the subsidiary companies. This field comes up if the This supplier owns other companies check box is selected. Remarque : This field is added after Xanadu December 2024 release.
   Supplier DUNS	Unique numeric identifier for every supplier.
   Contact first name	First name of the supplier contact.
   Contact last name	Last name of the supplier contact.
   Contact email	Email of the supplier contact.
   Contact title	Title of the supplier contact.
   Priority	Priority of the supplier. The available options are: Critical High Moderate Low Planning

4. Select Create.
5. On the Request new supplier window, select View onboarding request.
   The application creates a case of type Onboard a Supplier and its state moves to Work in progress.

   The supplier manager can continue to onboard the supplier using the Playbook tab on the Case Details page. For more information, see Use the supplier onboarding playbook to onboard suppliers.

• Use the supplier onboarding playbook to onboard suppliers
  Supplier owners and supplier managers can use the supplier onboarding playbook to complete the tasks and activities that are needed to onboard new suppliers.
• Perform risk assessment playbook
  The Perform risk assessment playbook includes activities that enable you to conduct risk assessments for the supplier that you are onboarding.
• Add a subsidiary for a supplier from the Source-to-Pay Workspace
  If a supplier has subsidiaries, you can add them to that supplier from the Source-to-Pay Workspace.

Concepts associés

• Manage supplier details
• Manage internal stakeholders
• Manage supplier contacts from the Source-to-Pay Workspace
• Manage supplier cases from the Source-to-Pay Workspace
• Manage supplier tasks from the Source-to-Pay Workspace
• Interaction Management in Supplier Lifecycle Operations
• Composing emails with predefined content from the Source-to-Pay Workspace
• Overall supplier dashboard
• Emails view for supplier managers
• Use the supplier onboarding playbook to onboard suppliers
• Perform risk assessment playbook

Tâches associées

• Offboard a supplier from the Source-to-Pay Workspace
• Accept an incoming chat request from the Source-to-Pay Workspace
• Create supplier case from Universal Request
• Add a subsidiary for a supplier from the Source-to-Pay Workspace