--- sourceDocument: Australia Finance and Supply Chain sourceDocumentLink: https://www.servicenow.com/docs/r/source-to-pay-operations Release : - australia ft:locale : - en-US ft:publication_title : - Australia Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Employee --- # Configure Supplier Relationship and Performance Management # Configure Supplier Relationship and Performance Management {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management. Configuring Supplier Relationship and Performance Management (SRPM) involves the following: * Create KPI template and its thresholds: Define KPI template and thresholds to collect the metrics systematically by creating data collection tasks for evaluating supplier performance. * Create automated KPI template and KPIs: Define automated KPI template and KPIs to collect the metrics automatically from the specified data source and calculation method. * Create supplier-level KPIs: Add suppliers to a KPI template or vice versa to generate corresponding supplier-level KPI records and KPI collection tasks for the suppliers. * Create contract-level KPIs: Add KPI template to a supplier to generate corresponding contract-level KPI records and KPI collection tasks for the suppliers. * Configure Segmentation Rules: Configure segmentation rules to ensure consistent measurement and comparison of supplier performance, categorize suppliers into distinct groups based on specific criteria or characteristics. {#configuring-supplier-performance-mgmt__ul_khh_gt5_jcc} * **[Create KPI units](https://www.servicenow.com/docs/uCRwbK6EsTVprFXbIQLaWQ)** Create KPI units to be used as measurement units for the quantitative performance of the supplier KPIs. * **[Create KPI performance domains](https://www.servicenow.com/docs/U8nInTWP3tQItJE2J_6_HQ)** Create KPI performance domains to categorize KPIs into groups visible in the supplier KPI management tab and the Performance dashboard. * **[KPI templates](https://www.servicenow.com/docs/Q3brbWsy_xHJ67HAXqMQ9Q)** KPI templates are created to define KPIs that can be used to measure supplier performance. * **[Create KPI thresholds](https://www.servicenow.com/docs/QZiIPQtY_wbHsth6M1QqmQ)** Create KPI thresholds that consist of predefined values that serve as benchmarks or limits for evaluating performance against specific objectives. * **[Create KPIs by adding suppliers to a KPI template](https://www.servicenow.com/docs/1OKkGnOlWVPyu0TaNzPsuA)** Add suppliers to KPI templates to generate KPI records and collection tasks automatically. * **[Create supplier-level KPIs from KPI management](https://www.servicenow.com/docs/gqcezekjHyGIkaxy24O~7w)** Add supplier-level and contract-level KPIs from KPI management tab to measure performance metrics. * **[Create contract-level KPIs from KPI management](https://www.servicenow.com/docs/HQMHe_P7bqKttH0BsbMUBw)** Add contract-level KPIs from supplier KPI management tab to measure performance at contract level. * **[Create KPIs without using KPI template](https://www.servicenow.com/docs/bEC9CSdVlsTHUG0d0adiDw)** Create KPIs for a supplier without using a templates,which automatically generates a corresponding KPI template. * **[Create segmentation rule](https://www.servicenow.com/docs/JFxf8sSKZU6~FKqum5qdmg)** Create a segmentation rule that defines criteria for categorizing suppliers into different segments based on various attributes or performance factors. **Related concepts** * [Supplier Document Management](https://www.servicenow.com/docs/iD~Vx6WyXdLlsnVmIoq_EQ "Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.") * [Advanced Work Assignment for Supplier Lifecycle Operations](https://www.servicenow.com/docs/OYlGs6XmEP4MHToMYw3QbQ "Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.") * [Configure smart assessments](https://www.servicenow.com/docs/FL4i1QQVYEi4H_G2nvD3MQ "Supplier managers can configure and create assessments in bulk for internal and external users by adding instructions, questions, and reference information from the Assessment Workspace.") **Related tasks** * [Install Supplier Case Management](https://www.servicenow.com/docs/QqJHkHhWQqFsID~mIDXmNw "Install the Supplier Case Management application (com.snc.sn_supplier_mgmt) and its dependencies from ServiceNow Store to enable supplier case logging and tracking.") * [Install Supplier Collaboration Portal](https://www.servicenow.com/docs/qiL82YOVbAKivByQfampxA "Install Supplier Collaboration Portal application from ServiceNow Store to enable supplier self-service access to related ServiceNow Store applications and plugins") * [Install Supplier Operations](https://www.servicenow.com/docs/Z~NKw_g_UDtAM6UDHKYAPQ "You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.") * [Install Supplier Payment Optimization](https://www.servicenow.com/docs/xVTMmcgLcy5tmgi3LptNOA "You can install the Supplier Payment Optimization application to identify, prioritize, and track high potential suppliers and estimate potential savings from credit card payments.") * [Configure the document template for the Sign document action type for supplier task](https://www.servicenow.com/docs/WFUx7aca_kn6kFtWDsKLZg "Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.") * [Enable M2M mapping between supplier contact and suppliers](https://www.servicenow.com/docs/~fAK5HbTpzQ6uZUrrZUHxQ "Enable many-to-many (M2M) mapping between supplier contacts and suppliers. This enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.") * [Install Universal Request for SLO](https://www.servicenow.com/docs/Ql7OzADi8UvfltlaY2Lb1A "Install the Universal Request for Source-to-Pay Operations [sn_fsc_ur_common] plugin to use the Universal Request feature in SLO.") * [Create KPI units](https://www.servicenow.com/docs/uCRwbK6EsTVprFXbIQLaWQ "Create KPI units to be used as measurement units for the quantitative performance of the supplier KPIs.") * [Create KPI performance domains](https://www.servicenow.com/docs/U8nInTWP3tQItJE2J_6_HQ "Create KPI performance domains to categorize KPIs into groups visible in the supplier KPI management tab and the Performance dashboard.") * [Create manual KPI templates](https://www.servicenow.com/docs/PZDnBkYwNEvyR84h3NDyeQ "Create manual KPI templates to define KPIs that require users to manually input KPI data based on the frequency schedules.")