Source-to-Pay Workspace list page

The Source-to-Pay Workspace list page enables you to see high-level information for all records in a list filter.

The modules that are displayed on the list page vary depending on the Source-to-Pay Operations product that you have installed.

For example, if you have installed only Sourcing and Procurement Operations (SPO) and if you are assigned the Supplier Fulfiller [sn_slm.fulfiller] role, you can view only SPO modules on the list page.

If you have installed both Sourcing and Procurement Operations (SPO) and SLO and if you are assigned the Procurement Specialist [sn_shop.procurement_specialist] and Supplier Fulfiller [sn_slm.fulfiller] roles, the list page displays a combination of modules for both the installed products.

In the Source-to-Pay Workspace, select the list icon () to open the List page.

You can select each module and sub-module to view the details in a list. Under Lists, you can do the following:

• Refresh the list to display the most updated information.
• Edit columns to adjust the list to display required columns in the order of your choice.
• Reset column widths to default.
• Copy the URL for this list.
• Apply filters to view specific information that you are interested in.
• Export the list to a file in Excel, CSV, JSON, or PDF format.
• Create a copy of the list and save it under My Lists.

• SPO list page
  As a Procurement Case Management (PCM) Agent, view and work with your procurement cases, and view the knowledge base. When logged in as a Procurement Specialist however, you can also view and work with the various case types, knowledge base, orders, receipt acknowledgments, interactions, and primary data.
• SLO list page
  As a supplier manager, use the list page to work on the various supplier case types, view the cases and tasks assigned to you, all the cases and tasks, all the unassigned tasks, Knowledge Base articles, and active suppliers.
• APO list page
  As an agent, view and work with the primary data, all the invoice inquiry cases, including the cases that are assigned to you. As an Account Payable Specialist, you can view and work with the primary data, all the invoice processing cases, your assigned cases and tasks, invoices, and invoice exceptions.
• POM list page
  As an Operational Buyer, use the list page to view all purchase order exceptions and work on the exceptions assigned to you.