Using Supplier Collaboration Portal in APO

The Supplier Collaboration Portal enables suppliers to interact with Accounts Payable specialists to submit invoices, create inquiry cases, and manage tasks.

Supplier Portal Collaboration header

The portal header is located at the top-right corner of the home page contains the following options.

Table 1. Supplier collaboration portal header options

Option	Description
My Tasks	Lists all the tasks that are assigned to the logged-in user. For more information on tasks, see Working with tasks in Supplier Collaboration Portal header.
My Requests	Opens the My Requests page, which lists all the requests assigned to you.
Submit a request	Supplier raises invoice requests.

For more information regarding the Supplier Portal Collaboration header options, see Working with tasks in Supplier Collaboration Portal header.

Supplier Collaboration Portal widgets

The Supplier Collaboration Portal integrated with Accounts Payable Operations consists of the following widgets. For more information on Supplier Collaboration Portal widgets, see Supplier Collaboration Portal.

My active items widget

As a supplier contact, you can view specific items from the following tiles in the My active items widget:

Table 2. My active items widget

Item	Description
Tasks	Opens the My Tasks list page, which lists all the tasks that are assigned to the supplier. For more information on tasks, see Working with tasks in Supplier Collaboration Portal header.
Requests	Lists all the invoice inquiry cases for the supplier. For more information on inquiry requests, see Working with My Requests.
Invoices	Lists the invoices for supplier to view the invoice details and raise invoice related inquiry case. For more information on invoice inquiry see Submit Invoice Inquiry. Note: From the invoice form, you can submit an inquiry case. For more details on inquiry case, see Submit Invoice Inquiry .

My Requests widget

Displays a list of invoice inquiry cases that you have submitted. Selecting a case directly opens the My Requests page so that you can work on that inquiry case. Select View All to view the list of all inquiry cases that you have submitted. For more information on My Requests widget, see Working with My Requests.

For more information on installing Supplier Collaboration Portal, see Configure Supplier Lifecycle Operations.

• Explicit roles plugin
  Explicit roles in Accounts Payable Operations control data access for internal and external users, ensuring each user sees only information appropriate for their role.
• Working with tasks in Supplier Collaboration Portal header
  View and manage exception tasks and invoice inquiry requests assigned to your supplier account using the Tasks menu in the Supplier Collaboration Portal header.
• Working with My Requests
  View and manage invoice inquiry cases assigned to you as a supplier, including responding to requests from the Accounts Payable team.
• Create Universal Request from Supplier portal
  Create a Universal Request (UR) from the Supplier Collaboration Portal to submit invoice inquiries directly to the Source-to-Pay Workspace for processing.
• Working with Supplier Catalog
  Suppliers use the Supplier Catalog to submit invoice inquiries and new invoices to the Accounts Payable Operations team for evaluation and resolution.
• Virtual agent flows
  Suppliers can check the invoice and inquiry statuses, create inquiry cases in the supplier portal using the chat channel. Suppliers can also use the virtual agent to view predefined chatbot topics.

Related concepts

• Invoice case categories and subcategories
• Using Invoice Case Management
• Using Accounts Payable Invoice Processing
• Advanced Work Assignment in Accounts Payable Operations
• Using Advanced Work Assignment for Accounts Payable Operations
• Interaction management in Accounts Payable Operations
• Composing emails with predefined content from the Source-to-Pay Workspace
• Universal Request in Accounts Payable Operations
• Playbook for updating the invoice primary data

Related tasks

• Create a knowledge base article about invoice
• Configure Advanced Work Assignment for Accounts Payable Operations
• Working with Advanced Work Assignment