Configure Source-to-Pay Workspace
Plan and configure your implementation for Source-to-Pay Workspace.
- For more information on configuring Sourcing and Procurement Operations, see Configure Sourcing and Procurement Operations.
- For more information on configuring Supplier Lifecycle Operations, see Configure Supplier Lifecycle Operations.
- For more information on configuring Source-to-Pay Workspace, see Configure Accounts Payable Operations.
AI search in Source-to-Pay Workspace
The AI search feature in the Source-to-Pay Workspace and Supplier Collaboration Portal enables users (with admin role and suppliers) to refine searches by filtering their results. You can search for procurement records, supplier records, and invoice records. You can choose to show or hide the AI search in your workspace.
Make record content searchable by configuring an indexed source to add it to the AI Search index. For more information on AI search indexing, see AI Search.
Change the general settings to Source-to-Pay Workspace experience in UI Builder to fit the needs of your organization. For example, you can modify the title, description, and path for your workspace experience. Use the Global search to show or hide the search functionality in Source-to-Pay Workspace. For more information on global search, see Display global search in a workspace experience.