Post-upgrade tasks

Australia Finance and Supply Chain
Release
australia
ft:locale
en-US
ft:publication_title
Australia Finance and Supply Chain
ft:clusterId
stpop
bundleId
stpop
workflow
Employee
  • Finance and Supply Chain
  • Finance and Supply Chain workflows
  • Supply chain transformation
  • Finance and Supply Chain applications
  • Common applications
  • Learn about FSC common applications
  • Components installed Finance Common Architecture
  • Components installed ERP Integration Framework
  • Finance Case Management
  • Explore
  • Overview of the Finance Operations Workspace
  • Workspace landing page
  • Workspace list page
  • View a case from Finance Operations Workspace
  • Workspace case details page
  • Send emails from Finance Operations Workspace
  • Agent assist in Finance Operations Workspace
  • Interaction management
  • Finance Operations Workspace inbox
  • Create a new interaction
  • Create a finance case from an interaction
  • Associate an interaction with a finance case
  • Playbooks
  • Configure
  • Install Finance Case Management
  • Components installed with Finance Case Management
  • Application plugin installation sequence in Finance Case Management
  • Activate the Create Finance Inquiry for inbound email flow
  • Configure Finance Operations Workspace
  • Workspace landing page
  • Configure knowledge bases from the Workspace
  • Use
  • Use the Employee Center
  • Submit a finance request from Employee Center catalog
  • View finance articles
  • Using the Finance Operations Workspace
  • Create a finance case
  • Assign a finance case to yourself
  • Accept a finance case
  • Request additional information for a finance case
  • Search for finance cases
  • Initiate sidebar discussions
  • Create a finance task
  • Create a finance task from a finance case
  • Close a finance case
  • Create a knowledge base article
  • Reference
  • Create a finance case form
  • Finance Case form tabs
  • Create a finance task form
  • Interaction form
  • Create new interaction related record form
  • Email notifications from Finance Case Management
  • Create knowledge base article form
  • Now Assist Finance Supply Chain
  • Features
  • Explore
  • Supporting information for Now Assist for Common FSC features
  • Roles for Common Finance and Supply Chain features
  • Configure
  • Customize a Now Assist for Common FSC features skill
  • Skill inputs for Now Assist for Common FSC features
  • Customize supplier summarization skill
  • Skill inputs for Supplier summarization for fulfillers skill
  • Use
  • Summarize a purchase order by using Now Assist for Common FSC features
  • Categorize inquiry cases
  • Source-to-Pay Operations
  • Purchasing and sourcing workflows
  • End-to-end purchasing workflow
  • End-to-end sourcing workflow
  • End-to-end sourcing and supplier onboarding workflow
  • Now Assist
  • Source-to-Pay Operations common skills
  • Using AI Data Explorer in Source-to-Pay Operations
  • Workspace
  • Explore
  • Source-to-Pay Workspace landing page
  • SPO landing page
  • SLO landing page
  • APO landing page
  • POM landing page
  • Source-to-Pay Workspace list page
  • SPO list page
  • SLO list page
  • APO list page
  • POM list page
  • Configure
  • Configure knowledge bases from the Workspace
  • Use
  • Create a known error article from the Source-to-Pay Workspace
  • Create a knowledge base article from the Source-to-Pay Workspace
  • Reference
  • Source-to-Pay Workspace Analytics Center
  • Integrations
  • Integration with third-party applications
  • Source-to-Pay integration framework
  • Inbound staging tables
  • Inbound staging tables Sourcing Procurement
  • CMDB Model Category Stage inbound
  • CMDB Service Model Stage inbound
  • CMN Location Stage inbound staging
  • Catalog Import staging table
  • Catalog Error staging table
  • Cost Center Stage inbound staging
  • Department Stage inbound staging table
  • ERP Plant Address Mapping Stage
  • FX Currency Stage inbound staging
  • FX Rate Stage inbound staging
  • Fixed asset details stage inbound
  • GL Account Stage inbound staging
  • Import Availability Updates inbound staging
  • Availability Error staging table
  • Cost Allocation inbound staging table
  • Invoice inbound staging table
  • Purchase Order inbound staging table
  • Purchase Order Line inbound staging
  • Receipt inbound staging table
  • Legal Entity Stage inbound staging
  • Office Location Stage inbound staging
  • Order Acknowledgement staging table
  • Order Acknowledgement Error staging table
  • Payment Terms Stage inbound staging
  • Price Import staging table
  • Price Error outbound staging table
  • Product Model Stage inbound staging
  • Purchase Entity Stage inbound staging
  • Purchase Line Stage inbound staging
  • Purchase Requisition staging table
  • Spend Shipment Import inbound staging
  • Shipment Error staging table
  • Supplier Product Stage inbound staging
  • Third Party Sourcing Registration staging
  • Third Party Unit Mapping staging
  • Third Party Unit staging table
  • Unit Measure inbound staging table
  • Inbound staging tables for Supplier Lifecycle Operations
  • Supplier Contact inbound staging table
  • Supplier inbound staging table
  • Supplier Legal Entity mapping inbound staging table
  • Supplier Location inbound staging table
  • Supplier Payment inbound staging table
  • Inbound staging tables for Accounts Payable Operations
  • Invoice import inbound staging table
  • Import error staging table
  • Invoice line import inbound staging
  • Invoice payment detail import inbound table
  • Organization tax details inbound staging table
  • Invoice tax line staging table
  • Invoice staging table
  • Invoice line stage table
  • Outbound staging tables
  • Outbound staging tables Sourcing Procurement
  • Outbound Cost Allocation staging table
  • Outbound Order staging table
  • Outbound Order Line staging table
  • Outbound Receipt staging table
  • Third-party Registration outbound staging table
  • Third-party Model Mapping outbound staging
  • Outbound staging tables for Supplier Lifecycle Operations
  • Supplier contact outbound staging table
  • Supplier legal entity mapping outbound staging table
  • Supplier location outbound staging table
  • Supplier outbound staging table
  • Supplier payment outbound staging table
  • Outbound staging tables for Accounts Payable Operations
  • Organization tax details outbound staging table
  • Outbound invoice staging table
  • Invoice error staging table
  • Outbound invoice line staging table
  • Outbound invoice tax line staging table
  • Integration framework transform maps and subflows
  • Errors in staging tables
  • Scheduled jobs to fetch primary data
  • Create Integration Service record
  • Run scheduled jobs
  • Primary data integration
  • Fixed asset integration
  • Purchase order integration
  • Receipt integration
  • Invoice integration
  • ERP source
  • ERP source configuration
  • Integration settings on Source-to-Pay side
  • Set up the authentication profile
  • Define ERP source configuration for Source-to-Pay
  • Configure service maps for Source-to-Pay
  • Load data to ERP user mapping table for Source-to-Pay
  • ERP Integration Framework
  • Source-to-Pay integration with SAP
  • Explore
  • Execute RFC
  • Configure
  • ERP Source Configuration
  • Define ERP source configuration
  • Configure integration services
  • Look up primary data
  • Manually execute inbound flows
  • Scheduled jobs to fetch data
  • Run scheduled jobs in SAP
  • Use
  • Use schedule flows
  • Use an Outbound flow or subflow
  • Copy a flow or subflow
  • Source-to-Pay integrations with SAP reference
  • 3CLogic
  • Source-to-Pay integration with Oracle EBS
  • Configure
  • ERP source configuration for Oracle EBS
  • Define ERP source configuration for Oracle EBS
  • Configure integration services for Oracle EBS
  • Load data to ERP user-mapping table for Oracle EBS
  • Look up primary data in Oracle EBS
  • Scheduled jobs to look up primary data in Oracle EBS
  • Run scheduled jobs in Oracle EBS
  • Use
  • Use schedule flows in Oracle EBS
  • Manually trigger flows or subflows in Oracle EBS (Inbound)
  • Use a flow or subflow in Oracle EBS (Outbound)
  • Copy a flow or subflow in Oracle EBS
  • Source-to-Pay integration with SAP Ariba
  • Configure
  • ERP source configuration for SAP Ariba
  • Define ERP source configuration for SAP Ariba
  • Configure integration services for SAP Ariba
  • Look up primary data in SAP Ariba
  • Use
  • Use flows in SAP Ariba
  • Manually trigger flows or subflows in SAP Ariba (Inbound)
  • Use a flow or subflow in SAP Ariba (Outbound)
  • Copy a flow or subflow in SAP Ariba
  • Source-to-Pay integration with Coupa
  • Configure
  • ERP Source Configuration for Coupa
  • Define an ERP source configuration for Coupa
  • Configure integration services for Coupa
  • Activate the schedule flows
  • Looking up primary data in Coupa
  • Use
  • Trigger a flow or subflow in Coupa
  • View the execution status of a flow
  • Use a flow or subflow in Coupa (outbound)
  • Copy a flow or subflow in Coupa
  • Source-to-Pay integration with Oracle Financial Cloud
  • Configure
  • ERP source configuration for Oracle Financial Cloud
  • Define ERP source configuration for Oracle Financial Cloud
  • Configure integration services for Oracle Financial Cloud
  • Load data to ERP user-mapping table for Oracle Financial Cloud
  • Look up primary data in Oracle Financial Cloud
  • Scheduled jobs to look up primary data in Oracle Financial Cloud
  • Run scheduled jobs in Oracle Financial Cloud
  • Use
  • Use schedule flows in Oracle Financial Cloud
  • Manually trigger flows or subflows in Oracle Financial Cloud (Inbound)
  • Use a flow or subflow in Oracle Financial Cloud (Outbound)
  • Copy a flow or subflow in Oracle Financial Cloud
  • Reference
  • Integrations glossary
  • Source-to-Pay integrations with Oracle reference
  • Purchase Order Management
  • Now Assist for POM
  • Exploring Now Assist for Purchase Order Management (POM)
  • Supporting information for Now Assist for Purchase Order Management (POM)
  • Configure Now Assist for Purchase Order Management (POM)
  • Review the define PO exception mitigation strategy workflow
  • Using agentic workflows in Now Assist for Purchase Order Management (POM)
  • Automated purchase order exception creation from emails
  • Identify and execute mitigation strategies for purchase order exceptions
  • Identify mitigation strategies for purchase order exceptions
  • Explore
  • Source-to-Pay Workspace
  • View a purchase order exception
  • Purchase order exception Details page
  • View a purchase order exception task
  • Configure
  • Install Purchase Order Management
  • Components installed with Purchase Order Management
  • Application plugin installation sequence in Purchase Order Management
  • Assigning priority to a purchase order
  • Assigning purchase order exceptions to buyers
  • Domain separation and Purchase Order Management
  • Use
  • Reporting delivery plan issues
  • Raise a delivery plan change request
  • Submit a delivery plan change request from a purchase order line
  • Resolving purchase order exceptions
  • Update a purchase order to accept supplier changes
  • Update a purchase order to revise supplier suggested changes
  • Find alternative suppliers
  • Confirm a resolution for a purchase order exception
  • Reassign a purchase order exception
  • Change the priority level of a purchase order exception
  • Cancel a purchase order exception
  • Create and assign a purchase order exception task
  • Work on a purchase order exception task
  • Create a supplier escalation case from a purchase order exception
  • Create purchase order exception from Universal Request
  • Reference
  • Purchase order exception form
  • Purchase order exception form tabs
  • Delivery plan change form
  • Create new purchase order exception form
  • Master data tables for Purchase Order Management
  • Purchase Order Exception
  • Purchase Order Exception Task table
  • Purchase Order Exception Split Line Table
  • Purchase Order Confirmation table
  • Purchase Order Confirmation Line table
  • Sourcing and Procurement Operations
  • Now Assist for SPO
  • Explore
  • Supporting information
  • Automatically assign categories
  • Audit purchase lines automatically
  • Predict categories for imported PRLs and POLs
  • Ensure consistent invoice spend categories
  • Configure
  • Customize skills
  • Skill inputs
  • Use
  • Summarize record using Now Assist
  • Summarize record using Now Assist
  • Request generative AI capabilites Now
  • Use Now Assist Sourcing Procurement
  • Generate email responses
  • Analyze sentiment in procurement cases
  • Use agentic workflows
  • Conversational intake sourcing procurement agentic
  • Enable AI agents for Conversational intake for sourcing and procurement workflow in the NA panel
  • Enable AI agents for Conversational intake for sourcing and procurement agentic workflow in Virtual Agent
  • Submit a purchase request
  • Upload Statement Work (SOW) request
  • Upload quote request purchase using
  • Update product category or spend category
  • Email parser agent for SPO
  • Explore
  • Shopping Hub
  • my-purchases
  • Process visibility
  • Purchase refinement
  • State indicators
  • Activity stream
  • My to-dos
  • My requests
  • Multi-currency support in Shopping Hub
  • Purchase requisition line-level questions Shopping
  • Purchase for another user
  • Decimal quantity support service-based purchases
  • Run fix script enable decimal
  • Shopping Hub Mobile
  • Purchases on mobile
  • Preconfigured metrics and dashboards
  • Procurement Buyer Dashboard
  • Procurement Strategy & Ops Dashboard
  • Procurement Team Performance Dashboard
  • Sourcing and Purchasing Automation
  • Sourcing request
  • Negotiations
  • Sourcing events
  • Purchase requisition
  • Handling fees
  • Purchase lines
  • Milestones
  • Cost allocations
  • Pre-payments
  • Purchase requisition merging
  • Purchasing tasks and procurement cases
  • Purchasing task procurement case creation
  • Purchase requisition auto-order
  • Purchase order
  • Blanket purchase order workflow
  • Purchase revisions
  • Contracts
  • Pricing
  • Receipt tasks
  • Receipts
  • Shipment details
  • Invoice tasks
  • Invoices
  • Create an approval rule
  • Approval rule types
  • Approval rule considerations
  • Approval rule grouping and sequencing
  • Monitor an approval plan
  • Approvals reassessment
  • Create a purchasing assignment rule
  • Define a capitalization policy
  • Fixed asset creation
  • Inventory asset creation
  • Shipping cost calculations
  • Shipping cost calculation cart line
  • Tax calculations
  • Tax calculation API
  • Tax calculation integration with SAP
  • Procurement Case Management
  • Procurement case types
  • Work prioritization
  • Example
  • Supplier qualification
  • Process Automation Designer flows playbook
  • Email notifications from Playbook
  • Email composer with quick messages and response templates
  • Agent Assist in Source-to-Pay Workspace
  • Interaction Management in Source-to-Pay Workspace
  • View interaction details Source-to-Pay Workspace
  • Associate interaction record with related procurement case
  • Procurement Case Management Dashboard
  • Record producers catalogs procurement workflow
  • Source-to-Pay Workspace
  • Spend and Savings Management
  • Components installed Spend Savings Management
  • Category management tab
  • Category analytics
  • Savings dashboard
  • Savings opportunities
  • Supplier optimization
  • Spend optimization
  • Contract optimization
  • Sourcing Pipeline Management
  • Components installed Sourcing Pipeline Management
  • Pipeline project creation rule for high-value sourcing requests
  • Automatic pipeline project creation via
  • Email notifications for pipeline projects
  • Pipeline management tab
  • Hard Savings YTD
  • Cost Avoidance YTD
  • Planned Savings (Current Year)
  • Active Savings (Current Year)
  • Understanding punchout
  • Punchout configuration in SPO
  • How L1 punchout works
  • Establishing connection between SPO supplier
  • How L2 punchout works
  • AI Search Sourcing Procurement Operations
  • Universal Request in Sourcing and Procurement Operations
  • Configure
  • Install Sourcing and Procurement Operations
  • Components installed Sourcing Procurement Operations
  • Properties installed Finance Common Architecture
  • Configure properties Finance Common Architecture
  • Application plugin installation sequence Sourcing
  • Setting up primary data Shopping
  • Add a supplier
  • Add office locations
  • Manage delivery to valid address
  • Add delivery locations
  • Setting up your product catalog
  • Create product categories group product
  • Create product models group supplier
  • Add a supplier product
  • Add a supplier product bundle
  • Lead time calculations
  • Ledger assignment rules
  • Create ledger assignment rules
  • Create shopping controls
  • Configure delegate for a shopper
  • Configure approval rule delegate
  • ShoppingHub configuration
  • Enable shopper purchase behalf another
  • Purchase modification configuration
  • Configure purchase modification record producers
  • Configure sourcing checkout details
  • Enable user actions
  • Sourcing checkout
  • Create sourcing checkout record
  • Edit sourcing checkout record
  • Configure sourcing checkout
  • Shopping Hub process visibility configuration
  • Add process steps
  • Add work items
  • Link work items process steps
  • Configure punchout third-party site purchases
  • Provide Confirmation URLs to Punchout Suppliers
  • Configure extension point Product search
  • Map Product Categories and Units of Measure for Seamless Checkout
  • Add third-party catalog data Excel
  • Configuring work prioritization
  • Configure for procurement cases
  • Configure for purchase requisitions
  • Configure for sourcing requests
  • Add new button Shopping Hub
  • Customize your top suppliers Shopping
  • Configure conditions merging purchase requisitions
  • Service portal configuration for ShoppingHub
  • Add Shopping Hub Navbar link
  • Add Shopping Hub icon link
  • Add Shopping Hub widget your
  • Verify update search sources your
  • Install ShoppingHub Mobile
  • Enable mobile experience ShoppingHub Mobile
  • Advanced Work Assignment Source-to-Pay Operations
  • Setting up Advanced Work Assignment
  • Configure Advanced Work Assignment Source-to-Pay
  • Configure Sourcing Procurement Operations queues
  • Configure Agent Chat Source-to-Pay Workspace
  • Using Advanced Work Assignment Source-to-Pay
  • Automatic case creation from emails
  • Install Universal Request for Sourcing and Procurement Operations
  • Integrate
  • Sourcing Procurement Operations integration Asset
  • Create SR or PR via ITAM Workspace
  • Create sourcing request ITAM Workspace
  • Create purchase requisition ITAM Workspace
  • Receiving assets Asset Management
  • Asset creation process Asset Management
  • Considerations implementing ITAM-SPO better together
  • Sourcing Procurement Operations integration Employee
  • Search punchout products Employee Center
  • Tracking your procurement requests Employee
  • Approve a request from Employee Center
  • Approval email notification templates
  • Provide more details your purchase
  • Confirm meeting milestone your service
  • Review your service acknowledgment task
  • Confirm receipt your order Employee
  • View link video Employee Center
  • Upload document Employee Center
  • Sign document using DocuSign Employee
  • Sign document Employee Center
  • Complete form Employee Center
  • Raise a general inquiry for procurement
  • Virtual Agent Sourcing Procurement Operations
  • Sourcing Procurement Operations Virtual Agent
  • Install Virtual Agent Sourcing Procurement
  • Enable Virtual Agent Sourcing Procurement
  • NLU support Sourcing Procurement Operations
  • Set up NLU Sourcing Procurement
  • Sourcing Procurement Operations integration third-party
  • Decision configuration for third-party sourcing
  • Integration tables for third-party sourcing
  • Submit multi-product sourcing requests
  • Manage third-party RFx tasks in Employee Center
  • Sourcing Procurement Operations integration
  • Sourcing Procurement Operations integration Project
  • Sourcing Procurement Operations integration Celonis
  • Sourcing Procurement Operations integration Field
  • Integrate with Field Service Management
  • Order parts you need using
  • Source-to-Pay Operations integration Contract Management
  • Integrate with Contract Management Pro
  • Initiate a contract request
  • Initiate contract request related work
  • Initiate a contract request from DRR
  • Initiate contract request playbook
  • Using Now Assist Contract Management
  • Enable Now Assist Contract Management
  • Start metadata extraction contract Source-to-Pay
  • Analyze contract document Source-to-Pay Workspace
  • RCA approvals Now Assist Contract
  • ERP source validation Sourcing Procurement
  • SpendInt APIs
  • Procurement File Transfer Framework
  • Third-party registration PIF PFTF
  • Import data using FTP server
  • Run scheduled imports
  • Perform export steps
  • Export data to the FTP server
  • Data source table information
  • Payloads samples and errors
  • Use
  • Using Shopping Hub
  • Log Shopping Hub first time
  • Browse punchout and native catalog items from the Categories and Suppliers lists in SH
  • Order a product with quick checkout
  • Complete sourcing checkout
  • Shopping cart
  • Add products your shopping cart
  • Review your shopping cart
  • Cart line update scenarios
  • Product selection overrides
  • Complete your checkout
  • Select a delivery location
  • Delivery location options
  • Delivery address suggestions
  • Valid countries for delivery
  • Valid country location
  • Select a delivery date
  • Delivery dates
  • Select a payment method
  • Payment method options
  • Provide a reason for your purchase
  • Add users watchlist purchase
  • Configure additional questions for checkout
  • Configure purchase requisition line-level questions
  • Checkout data loss scenarios
  • Purchase line creation scenarios
  • Purchasing punchout third-party suppliers
  • Shopper checkout experiences based installed
  • Unified request tracking Shopping Hub
  • Hide supplier pricing from ShoppingHub
  • Request for products or services that you don't see on ShoppingHub
  • Request products you don't see
  • Request services you don't see
  • Configure additional attributes for I need a product or service
  • Submit a quote
  • Purchase revision flows
  • Purchase revision roles and responsibilities
  • Edit a purchase line from a purchase requisition or order
  • Add line existing purchase requisition
  • Edit a purchase requisition line
  • Edit a purchase order line
  • Edit a purchase line from a purchase requisition or order from EC
  • Edit purchase requisitions with cost allocation adjustments
  • Raise a cancel request
  • Return a product
  • Submit edit receipt request Shopping
  • Shopper to-dos
  • To-do refinement options
  • To-do highlights
  • Approve your purchase requisition Shopping
  • Provide more details your purchase
  • Request clarification purchase request Shopping
  • Provide clarification your purchase Shopping
  • Compare quotes select supplier Shopping
  • Confirm receipt your order Shopping
  • View shipment details your order
  • Confirm meeting milestone your service
  • View link video Shopping Hub
  • Upload document Shopping Hub Home
  • Sign document using DocuSign Shopping
  • Sign document Shopping Hub Home
  • Complete form Shopping Hub Home
  • Create an employee credit
  • Create a credit allocation rule
  • Create a paycheck period
  • Shopping controls overridden by credits
  • Shop with employee credits
  • Alerts email notifications ShoppingHub
  • Prioritize Shopping Hub email notifications
  • Using Shopping Hub Mobile
  • Shopper to-dos on your mobile
  • Approve your purchase requisition your
  • Provide more details on your purchase
  • Request clarification on a purchase request
  • Provide clarification on your purchase
  • Compare quotes select supplier your
  • Confirm receipt your order your
  • View shipment details your order
  • Confirm meeting a milestone for your service from mobile
  • Review invoice acknowledgment task your
  • Display My Purchases your mobile
  • View revise your purchase your
  • Using Procurement Case Management
  • Create a procurement case
  • Create procurement case service
  • Create a quick case
  • Create a supplier case
  • Create task procurement case
  • Create a procurement task
  • Add sourcing request sourcing event
  • Work on a sourcing event
  • Award multiple suppliers sourcing event
  • Create knowledge base article about
  • Working with playbooks
  • Process purchase order edit playbook
  • Process purchase requisition edit request
  • Process a return request in playbook
  • Process replacement request playbook
  • Process edit receipt request playbook
  • Fulfilling request copy contract playbook
  • Fulfill request copy contract playbook
  • Routing NDAs to suppliers
  • Define NDA content update list
  • Send NDA suppliers signature
  • Verifying delivery addresses in playbook
  • Review delivery address in playbook
  • Reviewing updating general ledger details
  • Review update missing general ledger
  • Sourcing intake guided experience playbooks
  • Review details and request clarification on a sourcing request
  • Select sourcing approach playbook
  • Set up negotiations with suppliers and manage qualifications
  • Streamlining supplier risk assessment workflow
  • Track risk assessments due diligence
  • Using Spend and Savings Management
  • Map spend categories to product categories
  • Add spend category data Excel
  • Load map spend categories existing
  • Run transform to import spend category data into Spend Category table
  • Map spend categories product categories
  • Action or dismiss an opportunity
  • Review and act on a savings opportunity
  • Dismiss a savings opportunity
  • Using Sourcing Pipeline Management
  • Add sourcing request pipeline project
  • Create a pipeline project manually
  • Report savings when awarding supplier
  • Report savings when awarding multiple
  • Close a pipeline project
  • Create pipeline project expiring contract
  • Confirm contract renewal Employee Center
  • Create a Universal Request
  • Create a procurement case from a Universal Request
  • Reference
  • Base system procurement case type
  • Create New Pipeline Project form
  • Pipeline project record tabs UI
  • Savings opportunities
  • Purchase requisition, purchase order, and sourcing request states
  • SPO ITAM data model mappings
  • SPO PO field mappings ITAM
  • SPO PO state mappings ITAM
  • SPO PR field mappings ITAM
  • SPO PR state mappings ITAM
  • SPO SR field mappings ITAM
  • SPO SR state mappings ITAM
  • ITAM shipment field state mappings
  • ITAM receipt field mappings SPO
  • Domain separation Sourcing Procurement Operations
  • Sourcing and Procurement Operations glossary
  • Supplier Lifecycle Operations
  • Now Assist for SLO
  • Explore
  • Supporting information
  • Configure
  • Customize a skill for Case summarization
  • Customize Now Assist to use the Virtual Agent chat
  • Configure skill input
  • Use
  • AI driven supplier onboarding
  • Activate AI agents
  • Supplier document strategy generator AI agent
  • Automate supplier case creation from emails
  • Deactivate Create supplier case from email inbound action
  • Summarize a case in Source-to-Pay Workspace
  • Summarize supplier performance in Source-to-Pay Workspace
  • Analyze sentiments in supplier cases
  • Generate an email response for supplier cases
  • Generate an email response for supplier tasks
  • Use Now Assist in a Virtual Agent chat
  • Explore
  • Supplier Common Architecture
  • Source-to-Pay Workspace
  • Supplier Case Management
  • Supplier Collaboration Portal
  • Supplier Operations
  • Supplier Relationship and Performance Management
  • Supplier Payment Optimization
  • Smart Assessments
  • Universal Request
  • Configure
  • Install Supplier Case Management
  • Components installed
  • Explicit Roles
  • Application plugin installation sequence
  • Prerequisites for upgrading to Washington DC or later releases
  • Configure properties
  • Enable creation of supplier cases from incoming emails
  • Email format for contacts linked with multiple suppliers
  • Post-upgrade tasks
  • Run fix script to update the KPI weighted score field in the KPI score table
  • Run fix script to update the Aggregation method field in the KPI table
  • Run fix script to update the KPI Instruction field
  • Run fix scripts to enable Automated KPI collection
  • Run fix script to migrate existing data from the Action type column
  • Run fix script to use Supplier Manager Workspace
  • Enable deprecated case types
  • Process skipped supplier catalog item records
  • Install Supplier Collaboration Portal
  • Post-upgrade tasks
  • Enable access to Supplier Collaboration Portal
  • Run fix script to enable access
  • Configure self-registration for external users
  • Configure the flow to create approval records
  • Map the self-registration configuration to Supplier Collaboration Portal
  • Configure system property to send registration emails
  • Configure Vendor Contact table to send invitation emails
  • Enable error notification
  • Restricted caller access approvals
  • Approve restricted caller access privileges manually
  • Run the fix script for RCA approvals
  • Configure activity configurations
  • Additional plugins
  • Install Supplier Operations
  • Install Supplier Payment Optimization
  • Supplier Document Management
  • Create document configuration
  • Run document configuration manually
  • Uploading supplier documents
  • Configure document expiration monitoring attributes
  • Configure document template for the Sign document action type
  • Approve application restricted caller access privileges
  • Advanced Work Assignment for Supplier Lifecycle Operations
  • Source-to-Pay Workspace agent inbox
  • Activate Agent Chat and load demo data
  • Setting up Advanced Work Assignment for Supplier Lifecycle Operations
  • Configure Advanced Work Assignment for Supplier Lifecycle Operations
  • Configure the Supplier Collaboration Queue
  • Configure Agent Chat
  • Using Advanced Work Assignment for Supplier Lifecycle Operations
  • Enable M2M mapping between supplier contact and suppliers
  • Run the fix script
  • Verify version record
  • Remove the unique constraint from Email Domain
  • Configure Supplier Relationship and Performance Management
  • Create KPI units
  • Create KPI performance domains
  • KPI templates
  • Create manual KPI templates
  • Create automated KPI templates
  • Create KPI thresholds
  • Create KPIs by adding suppliers to a KPI template
  • Create supplier-level KPIs from KPI management
  • Create contract-level KPIs from KPI management
  • Create KPIs without using KPI template
  • Create segmentation rule
  • Add KPI templates
  • Add suppliers
  • Install Universal Request for SLO
  • Configure smart assessments
  • Create assessment template from Assessment Workspace
  • Configure user criteria for reassigning assessments
  • Create custom user criteria for primary managers
  • Create custom user criteria for all managers
  • Map assessment template with segmentation rule
  • Create assessments from assessment templates
  • Integrate
  • SLO integration framework
  • Add supplier inbound data in an Excel file
  • Load supplier data
  • Run transform to update supplier primary data
  • Monitor the integration status of the data import
  • Craft.co Integration
  • Synchronize supplier data using third-party application
  • News Integration
  • Configure the Supplier News REST message
  • Configuring a custom API to dynamically fetch supplier news
  • Create a REST message for a custom API
  • Add and configure the Get News data resource in UI Builder
  • Update the field names in the UX client script
  • Relish Integration
  • Set up authentication profile using Relish credentials
  • Use
  • Using Source-to-Pay Workspace
  • Create a supplier
  • Use the supplier onboarding playbook to onboard suppliers
  • Use the risk assessment playbook
  • Risk assessment flow when only Vendor Risk Management is installed
  • Playbook stages and activities
  • Risk assessment flow with Third-party Risk Due Diligence
  • Playbook stages and activities
  • Add a subsidiary for a supplier
  • Manage supplier details
  • Add supplier location
  • Edit supplier details
  • Manage documents
  • Playbook for updating supplier primary data
  • Manage internal stakeholders
  • Add internal stakeholders
  • Remove internal stakeholders
  • Manage supplier contacts
  • Add a supplier contact
  • Remove a supplier contact
  • Elevate a contact to the primary contact role
  • Restrict the primary contact role for a contact
  • Manage supplier cases
  • View information on supplier cases
  • Sidebar for supplier cases in the Source-to-Pay Workspace
  • Configure due dates for supplier cases
  • Case playbook for specific supplier case types
  • Create a case on behalf of a supplier
  • Assign a supplier case to yourself
  • Submit a supplier case
  • Complete a supplier case
  • Reopen a supplier case
  • Add a related case to a supplier case
  • View a supplier case
  • Review supplier information using Relish
  • Verify supplier location change request
  • Address verification parameters
  • Verify banking information
  • Banking verification parameters
  • Conduct sanction screening
  • Sanction screening parameters
  • Manage supplier tasks
  • Configure due dates
  • Create a task for a supplier case
  • Submit a task
  • Complete a supplier task
  • Offboard a supplier
  • Offboard suppliers using supplier offboarding playbook
  • Accept an incoming chat request
  • Interaction Management
  • View or create an interaction for a supplier
  • Associate an interaction record to a supplier case
  • Composing emails with predefined content
  • Configure access to the compose email feature
  • Communicate using emails
  • Overall supplier dashboard
  • View Overall supplier dashboard
  • Create supplier case from Universal Request
  • Emails view for supplier managers
  • Using Supplier Collaboration Portal
  • Invite a member to access the Supplier Collaboration Portal
  • Register as an invited member
  • Supplier contact self-registration
  • Supplier contact self-registration process
  • Approve request associated with Enroll a new supplier user case type
  • Self-register to the Supplier Collaboration Portal
  • Managing supplier contacts
  • Elevate a contact to the primary contact role
  • Restrict the primary contact role for a contact
  • Reassign tasks to a different contact
  • Update the supplier contact email
  • Remove a supplier contact
  • Remove a supplier contact from the My contacts widget
  • Raising requests
  • Add or remove a supplier location
  • Add a supplier contact
  • Remove a supplier contact
  • Ask a question
  • Submit an idea
  • Submit an issue
  • Update banking details
  • Update company profile
  • Request elevated access
  • Update default supplier
  • Request something else
  • Viewing supplier contact tasks
  • Approve or reject a task
  • View or update your user profile
  • View all your requests
  • View supplier locations
  • View supplier payment information
  • Start a chat session
  • Manage documents
  • Manage documents from Documents tab
  • Manage documents from My Company page
  • Upload document from My Tasks page
  • Complete a risk assessment
  • Create Universal Request
  • Using Supplier Relationship and Performance Management
  • Run segmentation rule
  • Complete KPI collection task from Source-to-Pay Workspace
  • Complete KPI collection task from Supplier Collaboration Portal
  • View KPI collection task from Source-to-Pay Workspace
  • Manage supplier KPIs from the supplier record page
  • Create action plan for KPIs
  • Create milestones for the action plan
  • Create supplier tasks for the action plan
  • View supplier performance dashboard
  • Using Supplier Payment Optimization
  • Add propensity score
  • Create a case for enabling credit card
  • Supplier credit card enablement playbook
  • Estimate savings
  • View the Payment Optimization dashboard
  • Reference
  • Create New Supplier Case form
  • Create new task form
  • Task form
  • Add New Location form
  • Update banking details form
  • Update profile details form
  • Onboard a Supplier form
  • Create New Documents form
  • Primary data tables for Supplier Lifecycle Operations
  • Supplier table
  • Vendor Contact table
  • Supplier Contact table
  • Supplier Email Domain table
  • Product Code table
  • Supplier Location table
  • Supplier Payment Information table
  • Domain separation and Supplier Lifecycle Operations
  • Supplier Lifecycle Operations data model
  • Supplier Relationship and Performance Management reference
  • Supplier Relationship and Performance Management data model
  • Primary data tables for SRPM
  • KPI Template table
  • KPI table
  • KPI Data table
  • Performance Domain table
  • Unit table
  • KPI Threshold table
  • Restructured Supplier Task table
  • Supplier Payment Optimization reference
  • Supplier Payment Optimization data model
  • Spend Savings Estimation table
  • Supplier Lifecycle Operations glossary
  • Accounts Payable Operations
  • Now Assist for APO
  • Exploring Now Assist for Accounts Payable Operations (APO)
  • Supporting information for Now Assist for Accounts Payable Operations (APO)
  • Configure Now Assist for Accounts Payable Operations (APO)
  • Skill inputs for Now Assist for Accounts Payable Operations (APO)
  • Install Now Assist for Accounts Payable Operations (APO)
  • Configure Invoice case summarization
  • Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO)
  • Copy and activate the Invoice attachment DI processing flow
  • Copy and activate the DI STP Failed flow
  • Copy and activate the generative AI DocIntel flow
  • Configure data extraction modes
  • Configure Accounts payable document classification skill
  • Copy and configure Invoice Processing Case for Invoice email flow
  • Configure Process Classification Attachment using DI flow
  • Configure Set Classification Values on Invoice Stage flow
  • Configure Email response generation skill in Now Assist for Accounts Payable Operations (APO)
  • Configure Sentiment analysis for invoice case skill in Now Assist for Accounts Payable Operations (APO)
  • Customize a Now Assist for Accounts Payable Operations (APO) skill
  • Customize Now Assist for Accounts Payable Operations (APO) to use the Virtual Agent chat
  • Using Now Assist for Accounts Payable Operations (APO)
  • Summarize a record by using Now Assist for Accounts Payable Operations (APO)
  • Use Now Assist for Accounts Payable Operations (APO) in a Virtual Agent chat
  • Use Invoice inquiry solution generator skill
  • Use purchase order line mapping
  • Analyze sentiments in invoice cases
  • Generate email response for invoice case
  • Generate email response for invoice task
  • Using AI agents in Now Assist for Accounts Payable Operations
  • Inquiry resolution provider AI agent
  • Configure inquiry resolution property
  • Work with the Inquiry resolution provider
  • Case resolution using Inquiry resolution provider
  • Recommend invoice owner AI agent
  • Configuring invoice owner prediction settings
  • Use Recommend invoice owner AI agent
  • Resolution plan scenarios
  • Email parser agent for APO
  • Explore
  • Accounts Payable Invoice Processing
  • Invoice Case Management
  • Source-to-Pay Workspace
  • Accounts Payable Operations integration with Document Intelligence
  • Configure
  • Install Accounts Payable Invoice Processing
  • Components installed with Accounts Payable Invoice Processing
  • Application plugin installation sequence in Accounts Payable Operations
  • Application plugin for AI capabilities in APO
  • Run the fix script for Accounts Payable Operations
  • Set APO properties
  • Set system properties for invoice exception
  • Set system properties for scheduler
  • Configure Antivirus Scanning
  • Upgrade Accounts Payable Operations
  • Upgrade Accounts Payable Operations from version 2.0
  • Post upgrade tasks for APO
  • Install Invoice Case Management
  • Components installed with Invoice Case Management
  • Activate the Create Inquiry Case on Invoice email flow
  • Install Accounts Payable Operations integration with Document Intelligence
  • Components installed with Accounts Payable Operations integration with Document Intelligence
  • Invoice Processing use case
  • Invoice and Invoice line fields in the APO integration with Document Intelligence
  • Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence
  • Create a copy of the default Invoice Processing use case
  • Configure the newly created DocIntel Extract Values Flow
  • Configure Invoice email flow
  • Copy and configure the Invoice attachment DI processing flow
  • Copy and configure the DI STP Failed flow
  • Configure Invoice email flow when Document Intelligence is not installed
  • Configure Invoice email flow for disabling Document Intelligence
  • Deactivate the Invoice attachment DI processing flow
  • How Accounts Payable Operations integration with Document Intelligence works
  • Required fields for creating an invoice
  • Invoice data transformation logic
  • Domain separation and Accounts Payable Operations
  • Use
  • Create a knowledge base article about invoice
  • Invoice case categories and subcategories
  • Using Invoice Case Management
  • Invoice inquiry cases
  • Work on an invoice inquiry case
  • Create an invoice inquiry case manually
  • Create an invoice task
  • Request the requester for more Invoice details
  • Submit an invoice inquiry case for an internal review
  • Close an invoice inquiry case
  • Using Accounts Payable Invoice Processing
  • Invoice ingestion using API
  • Rules based engine
  • Work with invoices
  • Create an invoice manually
  • Create an invoice line manually
  • Invoice rejection modes
  • Reject an invoice manually
  • Credit memo
  • Invoice cost allocation
  • Create invoice cost allocation manually
  • Distribution set in Accounts Payable Operations
  • Allocate costs using distribution set
  • Tax calculations
  • Create tax codes to be added in an invoice
  • Create tax types to be used in an invoice
  • Update the purchase order on an invoice
  • View your invoices on Employee Center
  • Invoice processing cases
  • Work on an invoice processing case
  • Accounts Payable Specialist manual tasks
  • View the invoice processing case associated with an invoice
  • Review an invoice in Document Intelligence
  • Add missing Invoice details and submit
  • Confirm whether an invoice is a duplicate
  • Convert invoice type
  • Reset an invoice to the Received status
  • Check for invoice exceptions on a single invoice
  • Start processing Invoices from third-party apps
  • Activate the Orphan Invoices flow
  • Invoice ingestion process when Document Intelligence is unavailable
  • Create an invoice manually when Document Intelligence is unavailable
  • Close the additional invoice processing case for an invoice
  • Invoice exceptions
  • Activate the Exceptions Monitoring Scheduler
  • Work on an invoice exception
  • Create an exception task for an invoice exception
  • Mark an exception task as complete from Employee Center
  • Edit a purchase for an Insufficient Funds invoice exception
  • Resolve unverified sender source exception
  • Confirm receipt of your order from Employee Center
  • Bypass an invoice exception
  • View invoice line details for a line-level invoice exception
  • View tasks for insufficient Goods Receipt
  • Create an invoice exception definition
  • Create subflow in workflow studio
  • Tolerance Rules and Variances for invoices
  • Define an invoice tolerance type
  • Map invoice tolerance type with invoice exception definition
  • Define an invoice tolerance rule
  • View tolerance form
  • Invoice approvals
  • Create an approval rule
  • Approval rule types
  • Monitor an approval plan
  • Approve an invoice approval task from Employee Center
  • View invoice documents in the Source-to-Pay Workspace
  • Advanced Work Assignment in Accounts Payable Operations
  • Set up Advanced Work Assignment
  • Configure Advanced Work Assignment for Accounts Payable Operations
  • Configure the Accounts Payable Operations queues
  • Configure Agent chat for Accounts Payable Operations
  • Using Advanced Work Assignment for Accounts Payable Operations
  • Working with Advanced Work Assignment
  • Interaction management in Accounts Payable Operations
  • Create a new interaction
  • Associate an interaction record in Accounts Payable Operations
  • View interaction record in Accounts Payable Operations
  • Composing emails with predefined content from the Source-to-Pay Workspace
  • Communicate using emails from the Source-to-Pay Workspace
  • Universal Request in Accounts Payable Operations
  • Create invoice case from Universal Request
  • Playbook for updating the invoice primary data
  • View the Playbook activities
  • Using Playbook in Accounts Payable Operations
  • Document Intelligence processing with playbook
  • Extract data with Document Intelligence
  • Extract data when Document Intelligence fails
  • Extract data when Document Intelligence is unavailable
  • Using Supplier Collaboration Portal in APO
  • Explicit roles plugin
  • Working with tasks in Supplier Collaboration Portal header
  • Working with My Requests
  • Create Universal Request from Supplier portal
  • Working with Supplier Catalog
  • Submit Invoice Inquiry
  • Submit new Invoice
  • Virtual agent flows
  • Configure the chat channel
  • Integrate
  • Accounts Payable Operations integration framework
  • Integration errors
  • Working with Integration error tasks
  • Example of ERP posting error workflow
  • Import data into invoice
  • Load invoice data
  • Run transform to update invoice data
  • Working with inbound invoice
  • Working with outbound invoice
  • IT Asset Management purchase order invoice processing
  • Invoice processing using IT Asset Management purchase order
  • Tax Engine Integration
  • Configuration tables and prerequisites for Tax integration
  • Tax integration in playbook
  • Reference
  • Accounts Payable Operations properties
  • Create New Invoice Line form
  • Create New Invoice form
  • Invoice form tabs
  • Inbound Invoice Fields
  • Inbound invoice line fields
  • Inbound invoice payment fields
  • Outbound invoice fields
  • Outbound invoice line fields
  • Invoice Line form tabs
  • Create invoice cost allocation form
  • Outbound cost allocation staging table
  • Distribution set form
  • Create New Invoice case form
  • Invoice case form tabs
  • Invoice status messages
  • Create New Invoice task form
  • Invoice task form tabs
  • Invoice processing case form
  • Invoice processing details
  • Invoice processing case form tabs
  • ERP Posting error form
  • Tax lines
  • Invoice Tax lines fields
  • Tax status
  • Invoice exception form
  • Invoice exception form tabs
  • Invoice Exception Rule Form
  • Request Help form
  • Data required for invoice processing
  • Purchase order
  • Purchase order lines
  • Supplier
  • Supplier Legal Entity Mapping
  • Supplier contact
  • Legal entity
  • Cost center
  • Ledger account
  • Payment terms
  • Tax code fields
  • Tax type fields
  • Organization tax details
  • Invoice exception definition form
  • Approval Rule form
  • Approval Plan form
  • Accounts Payable Operations glossary
  • Troubleshooting

Post installation mandatory step for Supplier Collaboration Portal

After you install the Supplier Collaboration Portal, ensure that you enable access to Supplier Collaboration Portal.

  • Enable access to Supplier Collaboration Portal
    Enable users to access the Supplier Collaboration Portal either by configuring the user criteria or by running the fix script.
Related tasks
  • Run the fix script to enable access to Supplier Collaboration Portal
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