Supplier Document Management

Supplier Lifecycle Operations uses the ServiceNow® Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.

Important :

Check your entitlements to determine whether you have access to Document Management.

Supplier Lifecycle Operations extends the Document Management plugin (com.snc.platform_document_management), which is installed along with the Supplier Operations (com.snc.sn_so) application. For more information, see Document Management.

You can create a supplier document configuration to configure various aspects of the document upload process. The document configuration determines when this configuration is run, who can view, update, and upload a document, and whether to send notifications when a document is uploaded or has expired. You can set run conditions to determine when the configuration should be run or you can run the configuration manually.

• Create a supplier document configuration
  Create a supplier document configuration to define when to run the configuration, who can view the upload request and upload the documents, and whether to send notifications when documents are uploaded or have expired.
• Manually run a supplier document configuration
  Run a supplier document configuration to enable supplier managers, supplier owners, and supplier contacts to immediately upload the required documents.
• Uploading supplier documents
  After you create and run a supplier document configuration, you can upload the required prerequisite documents.
• Configure document expiration monitoring attributes
  Configure document attributes such as grace period, lead time, and reminder frequency to manage document that are near or past their original expiry date.

Concepts associés

• Advanced Work Assignment for Supplier Lifecycle Operations
• Configure Supplier Relationship and Performance Management
• Configure smart assessments
• Uploading supplier documents

Tâches associées

• Install Supplier Case Management
• Install Supplier Collaboration Portal
• Install Supplier Operations
• Install Supplier Payment Optimization
• Configure the document template for the Sign document action type for supplier task
• Enable M2M mapping between supplier contact and suppliers
• Install Universal Request for SLO
• Create a supplier document configuration
• Manually run a supplier document configuration