Create a supplier from the Source-to-Pay Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

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

    Procedure

    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.
      Table 1. Request new supplier form
      Field Description
      Supplier Name Name of the supplier.
      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 Using the supplier onboarding playbook to onboard suppliers.