Offboard a supplier from the Source-to-Pay Workspace

Offboard a supplier due to performance issues or when you learn that the supplier follows practices that are inconsistent or unethical.

시작하기 전에

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

주:

The sn_slm.owner role can offboard only the suppliers they own.

프로시저

1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
2. Under Quick actions, select Create case.
3. On the Create New Supplier Case form, fill in the fields.
   For more information about the form fields and descriptions, see Create New Supplier Case form.
4. From the Case type field, Offboard a supplier.
5. Select Save.
6. Select Submit Case.

결과

A case of type Offboard a supplier is created.

다음에 수행할 작업

The supplier manager or supplier owner can continue to offboard the supplier using the Playbook tab on the Case Details page. For more information, see Offboard suppliers using the supplier offboarding playbook.

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

관련 개념

• Manage supplier details
• Manage internal stakeholders
• Manage supplier contacts from the Source-to-Pay Workspace
• Manage supplier cases from the Source-to-Pay Workspace
• Manage supplier tasks from the Source-to-Pay Workspace
• Interaction Management in Supplier Lifecycle Operations
• Composing emails with predefined content from the Source-to-Pay Workspace
• Overall supplier dashboard
• Emails view for supplier managers
• Offboard suppliers using the supplier offboarding playbook

관련 태스크

• Create a supplier from the Source-to-Pay Workspace
• Accept an incoming chat request from the Source-to-Pay Workspace
• Create supplier case from Universal Request