Manage supplier cases from the Source-to-Pay Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 4 minutes to read
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    Summary of Manage supplier cases from the Source-to-Pay Workspace

    The Source-to-Pay Workspace enables ServiceNow customers to efficiently create, manage, and resolve supplier cases—supporting supplier onboarding, risk assessments, task tracking, approvals, and communications. This workspace centralizes supplier-related case management, streamlining collaboration and visibility for supplier managers and stakeholders.

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    Key Features

    • Multi-tab Case Interface: Open multiple supplier cases in separate tabs to quickly switch contexts. Each case includes tabs such as Playbook, Details, Supplier Information, Tasks, Related Cases, Approvals, Risk and Tiering Assessments, Draft Emails, and Documents.
    • Playbook Guidance: Provides onboarding or generic playbooks tailored to case types to guide users through case resolution steps.
    • Comprehensive Case Details: View supplier case specifics, summary details, resolution notes, and track approvals and risk assessments within the case.
    • Supplier Information Panel: Access detailed supplier data including risk rating, onboarding status, DUNS number, contacts, industry, and registration country.
    • Contextual Side Panel: Quick access to supplier overview, attachments upload, and Agent Assist for searching knowledge articles and related records.
    • Collaboration Sidebar: Facilitates discussion and collaboration among stakeholders working on supplier cases.
    • Due Date Configuration: Automatically populate due dates based on case types to manage timelines effectively.
    • Case Lifecycle Management: Create, assign to self, submit, complete, reopen, and relate supplier cases within the workspace for full lifecycle control.
    • Relish Integration: Streamlines verification of supplier banking details, addresses, and sanction screening.

    Key Outcomes

    • Improved efficiency and organization in managing supplier-related issues and onboarding tasks.
    • Enhanced visibility into supplier risk and compliance through integrated risk and tiering assessments.
    • Structured approval workflows supported by automated approval records and group-based permissions.
    • Better collaboration with internal and external stakeholders via comments, private work notes, and discussion sidebar.
    • Faster resolution of supplier cases by leveraging playbooks, draft emails, and knowledge search tools.
    • Consistent supplier data management and case tracking reduce delays and support regulatory compliance.

    You can create and manage supplier cases for suppliers in the Source-to-Pay Workspace.

    On the Source-to-Pay Workspace List page, navigate to Lists > Cases and select any of the sub-modules to view a list of cases. Select the link to the case in the Number column to open the Case Details page.

    For more information about viewing cases in the Source-to-Pay Workspace, see View a supplier case from the Source-to-Pay Workspace.

    The Case Details page contains the following options.

    Table 1. Case Details page options
    Option Description
    Multi-tab interface When you select a link for a case, each case opens in a separate tab in the top-left corner, which enables you to easily navigate between multiple open cases.
    Each case displays information in the following tabs:
    • Playbook tab: Displays either the playbook to onboard a supplier or the generic playbook depending on the case type. For more information, see Use the supplier onboarding playbook to onboard suppliers and Case playbook for specific supplier case types.
    • Details tab: Contains the Supplier Case, Summary Details, and Resolution Information sections.
      • Supplier Case: Displays information about the supplier case.
      • Summary Details: Displays the parent case, related location, start and end dates for the case.
      • Resolution Information: Displays the resolution information and close notes for the case.
    • Supplier Information tab: Displays information about the supplier. For more information about this tab, see View information on supplier cases.
    • Supplier Tasks tab: Lists the supplier tasks for the supplier case.
    • Related Cases tab: Lists the child supplier cases related to the parent supplier case.

      If you've not installed Third-party Risk Management, the playbook creates supplier cases of types Risk assessment and Tiering assessment. The Supplier Risk Assessment and Supplier Tiering Assessment cases are child cases of the parent Onboard a Supplier case and are displayed on the Related Cases tab. The supplier owner or supplier manager assigns these assessment cases to the TPR assessor.

    • Approvals tab: Lists the approval records, their approval status, and the persons who need to approve this case.
      Important:
      Supplier Lifecycle Operations creates an approval record if the "Ask For Approval" action is a part of any SLO flow. This approval record can be approved by the user who belongs to the Supplier Administrators group (sys_user_group table). For more information, see Add a user to a group.
    • Risk Assessments tab: Displays the risk assessments for a supplier.

      If you have installed Third-party Risk Management, the playbook creates the risk assessment records and displays them in this tab.

    • Tiering Assessments tab: Displays the tiering assessments for a supplier.

      If you have installed Third-party Risk Management, the playbook creates the tiering assessment records and displays them in this tab.

      Note:
      The Risk Assessments and Tiering Assessments tabs are shown only for a supplier case of type Supplier onboarding.
    • Draft Emails tab: Displays a list of emails you saved as draft.
    • Documents tab: Enables you to manage supplier documents by uploading, updating and downloading the required documents
    Compose section Contains the Comments and Work notes (Private) widgets. The text that you enter in the Comments section are visible to everyone. However, the text that you enter in the Work notes (Private section) are visible only to internal users; customers cannot view them.
    Activity stream Displays all the processing activities, conversations, and changes that have happened since the case was opened. You can filter activities by post types, field changes, and flagged activities.
    Contextual side panel This panel appears below the UI actions.
    Select the supplier overview icon (Supplier overview icon.) to open the following panels:
    • Supplier overview: Displays the following information about the supplier.
      • Supplier: Name of the supplier.
      • Short description: Brief description about the supplier.
      • Risk rating: The risk rating of the supplier.

        The risk rating scale helps business users better understand risk assessment results. For example, in the default settings, risk scores in the 20 through 39 range indicate high risk, while scores in the 60 through 79 range indicate low risk.

        Depending on the risk score of the supplier, the following risk ratings are displayed:

        • 1 - Very High
        • 2 - High
        • 3 - Moderate
        • 4 - Low
        • 5 - Very Low

        For more information about risk ratings and risk scores, see Set up risk rating scales for scoring.

      • Onboarded: Status of whether the supplier is onboarded into the ERP system. The options are Yes or No.
      • DUNS number: Unique, 9-digit identifier for a supplier.
      • Website: Website of the supplier.
      • Industry: Industry to which the supplier belongs.
      • Country of Registration: The country in which the supplier is registered.
    • Supplier contacts: Displays information about the supplier contacts. An Admin label next to the contact's name indicates that the contact is a primary contact. If a supplier has more than five supplier contacts, the View all option is displayed. Select View all to view a list of all the contacts for the supplier.

    Select the attachments icon (Attachments icon.) to open the Attachments panel, which enables you to attach documents to the case.

    Select the agent assist icon (Agent Assist icon.) to open the Agent Assist panel, which enables you to search for information across multiple sources such as catalog items, knowledge articles, supplier cases, problems, and open incidents.