Complete a KPI collection task from the Source-to-Pay Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • A KPI collection task is generated automatically each time a KPI is instantiated. A supplier manager can complete the assigned KPI collection task from the Source-to-Pay Workspace.

    Before you begin

    Role required: sn_kpi.admin or sn_slm.manager or sn_slm.admin

    A KPI is instantiated when:
    • A segmentation rule is run.
    • A supplier is added to the KPI template.
    • An existing KPI template is added to the KPI management tab of a supplier.
    Note:

    A KPI collection task is also generated when an automated KPI fails to extract data.

    Procedure

    1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
    2. Select the list icon (List icon.) and navigate to Lists > Performance management > KPIs.
    3. In the Name column, select the link to a KPI.
    4. Select the Tasks tab.
    5. In the Name column, select the link to a task.
    6. Do one of the following:
      • If the requested KPI data is quantitative, in the Quantitative KPI value field, enter a numerical value.Selected field for entering KPI value.
      • If the requested KPI data is qualitative, from the Qualitative KPI value drop-down list, select a value.
      • If the KPI value isn't available, select the KPI Value is not available check box.
    7. Select Complete task.

    Result

    The KPI collection task is marked as complete.