Offboard suppliers using the supplier offboarding playbook

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 5 minutes de lecture

    • Supplier owners and supplier managers can use the supplier offboarding playbook to complete the tasks and activities that are needed to offboard suppliers.

    Offboard a Supplier playbook

    The Offboard a Supplier playbook provides step-by-step guidance for completing various stages and activities to offboard a supplier.

    When a supplier manager or supplier owner submits the Offboard a supplier case from the Source-to-Pay Workspace, the application opens the case on the Playbook tab on the Details page.

    The Offboard a Supplier playbook is displayed only for the cases of type Offboard a supplier.

    Offboard a Supplier playbook tab.

    Offboard a Supplier playbook flow

    The following diagram illustrates the flow of the activities in each stage of the Offboard a Supplier playbook.

    Figure 1. Offboard a Supplier playbook
    Offboard a Supplier playbook flow.

    Offboard a Supplier playbook stages and activities

    The following table lists the stages and activities that supplier managers and owners can use to offboard suppliers.

    Tableau 1. Playbook stages and activities
    Stage Activity Activity Details
    Review case Assign case

    When a supplier manager or owner creates an supplier offboarding case, the workspace opens the Create New Onboarding Case form, and then opens the supplier offboarding playbook.

    As a supplier manager or fulfiller, you can use this activity to assign the case to a different person or keep the case assigned to you.

    You can do the following:

    • In the Assigned to search field, search for and select the person that you want to assign the case to.
    • In the Short description field, update the description for the case.
    • Select Save.

    Select Start work to start working on the case.
    Notification Emails Review incomplete cases This activity shows the list of all pending or outstanding cases that you can review before offboarding the supplier.

    Available actions:

    Select Continue to move to the next activity.
    Review incomplete tasks This activity shows the list of all pending or outstanding tasks that you can review before offboarding the supplier.

    Select Continue to move to the next activity.
    Notify internal stakeholders

    This activity enables you to send an email to notify internal stakeholders about the decision to offboard the supplier.

    A draft email appears with pre-populated data in the Subject field. The email body is pre-populated with the relevant text.

    Add the relevant internal stakeholders in the To field.

    Select one of the following actions:

    • Send Email: Sends an email to the internal stakeholders.
    • Skip: Skips this activity and moves to the next activity.
    Notify supplier This activity enables you to send an email to the supplier informing about their termination.

    A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text.

    Select one of the following actions:

    • Send Email: Sends an email to the supplier.
    • Skip: Skips this activity and moves to the next activity.
    Termination plan Decide if a due diligence request is needed
    This activity enables you to request for due diligence for the supplier being offboarded. This helps you in assessing the impact of offboarding the supplier.
    Remarque :
    This activity is displayed only if you have installed both the com.snc.sn_supplier_tprm and com.sn_tprm_onboarding plugins.
    • Select one of the following options:
      • Offboard an engagement with due diligence: Select this option if you want to create a due diligence request for the supplier.
      • Offboard an engagement with NO due diligence: Select this option if you do not want to create a due diligence request for the supplier.
    • If you selected Offboard an engagement with due diligence, then do the following:
      • In the Third party field, enter the name of the supplier.
      • In the User who will respond to the initial IRA questionnaire field, specify the name of the TPRM assessor.
      • In the Engagement field, select the engagement for the supplier.
      • Select Submit.
    Wait for risk process to start As soon as the Due Diligence Request moves to the IRQ in progress state, this activity auto-completes and moves to the next activity.
    Review contract for compliance This activity lists all the open contracts for the supplier. Ensure that all the terms and clauses are being followed.

    Select Continue to move to the next activity.
    Settle outstanding invoices Check all outstanding invoices to confirm that all payments or balances have been settled.

    Select Continue to move to the next activity.
    Final Notices Review incomplete cases This activity shows the list of all pending or outstanding cases that you can review before offboarding the supplier.

    Available actions:

    Select Continue to move to the next activity.
    Review incomplete tasks This activity shows the list of all pending or outstanding tasks that you can review before offboarding the supplier.

    Select Continue to move to the next activity.
    Notify internal stakeholders

    This activity enables you to send an email to notify internal stakeholders about the decision to offboard the supplier.

    A draft email appears with pre-populated data in the Subject field. The email body is pre-populated with the relevant text.

    Add the relevant internal stakeholders in the To field.

    Select one of the following actions:

    • Send Email: Sends an email to the internal stakeholders.
    • Skip: Skips this activity and moves to the next activity.
    Notify supplier This activity enables you to send an email to the supplier informing about their termination.

    A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text.

    Select one of the following actions:

    • Send Email: Sends an email to the supplier.
    • Skip: Skips this activity and moves to the next activity.
    Close case

    Manages the case close activities.

    		 Deactivate user accounts This activity enables you to raise a ticket to the appropriate teams to deactivate user accounts.

    Select one of the following actions:

    • Accept: Deactivates the supplier user accounts.
    • Skip: Skipping this activity deactivates the supplier user accounts and moves to the next activity.
    Close case This activity enables you to close the case.

    Do the following:

    • In the Close notes field, enter the details when closing the case.
    • Select Complete case.

    Updates the case to Closed Completed.
    Update primary contacts active to false This activity deactivates all the contacts of the offboarded supplier. That is, the Active check box is deselected and the Locked out check box is selected for the contacts in the Vendor Contact [vm_vdr_contact] table.