Landing page for Supplier Lifecycle Operations in Source-to-Pay Workspace

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

    • As a supplier manager, view a snapshot of your assigned supplier cases and tasks and take actions to resolve them.

    As a Supplier Manager [sn_slm.manager] or Supplier Fulfiller [sn_slm.fulfiller], you can use the landing page to create a new case, task, and supplier. You can also manage suppliers, view cases and tasks that are assigned to you.

    For a detailed analysis on each component, select the respective widget or chart. Select the Refresh icon ( ) to view the latest data. Select the Edit columns icon () to add or remove columns in the list and to display the columns in the order you choose.

    Components in the Source-to-Pay Workspace

    Title Type Description
    Quick Actions
    Create case Option Opens the Create New Supplier Case form that enables you to create a new supplier case.
    Create task Option Opens the Create a new task form that enables you to create a new supplier task.
    Create new supplier Option Opens the Request new supplier form that enables you to onboard a new supplier.
    Manage my suppliers Option Opens the My Suppliers form that displays a list of the suppliers managed by the logged-in user.

    In the Number column of the My Suppliers form, select the link to the supplier number to view more details about the supplier.
    My Work
    High priority cases Single score Displays the count of cases marked as high priority.
    Overdue cases Single score Displays the count of cases that are overdue.
    Tasks to review Single score Displays the count of tasks that the logged-in user needs to review.
    Tasks created by me Single score Displays the count of tasks that the logged-in user has created.
    Overdue tasks Single score Displays the count of tasks that are overdue.
    Cases List Displays a list of cases assigned to the logged-in user.

    This list shows only five cases by default. Click View all to view the list of all the cases.
    Tasks List Displays a list of tasks assigned to the logged-in user.

    This list shows only five tasks by default. Click View all to view the list of all the tasks.
    Work Summary
    My cases Donut chart Displays a segmented breakdown of your assigned cases. Each segment represents the type, state, or priority of the cases based on the applied filter.
    By type Filter Displays cases filtered by their type.
    By state Filter Displays cases filtered by their state.
    By priority Filter Displays cases filtered by their priority.
    My tasks Donut chart Displays a segmented breakdown of your assigned tasks. Each segment represents the type, state, or priority of the tasks based on the applied filter.
    By type Filter Displays tasks filtered by their type.
    By state Filter Displays tasks filtered by their state.
    By priority Filter Displays tasks filtered by their priority.

    Role-based access to quick actions in the Source-to-Pay Workspace

    Role Available quick action
    Supplier Administrator

    [sn_slm.admin]
    • Create case
    • Create task
    • Create new supplier
    • Manage my suppliers
    Supplier Manager

    [sn_slm.manager]
    • Create case
    • Create task
    • Create new supplier
    • Manage my suppliers
    Supplier Owner

    [sn_slm.owner]
    • Create case
    • Create task
    • Create new supplier
    • Manage my suppliers
    Supplier Fulfiller

    [sn_slm.fulfiller]

    		 Create task