Manage supplier details
As a supplier manager, view all the information about a supplier, view supplier locations, manage cases, and view procurement information.
Open the Source-to-Pay Workspace Details page by navigating to .
Under Quick Actions, select Manage my suppliers, and then in the Legal name column of the My suppliers form, select the link to the legal name of the supplier to view more details about the supplier.
- About
- Details
- Emails
- Related work
- Spend
- Risk
- Stakeholders
- Performance
- KPI management
- Subsidiaries
- Documents
About tab
| Title | Description |
|---|---|
| Sections | |
| Supplier details | Displays supplier details, such as legal name, DUNS number, country of registration, stock symbol, number of employees. You can edit the supplier details, if needed. |
| Relationship summary | Displays details about whether the supplier has been onboarded, who onboarded the supplier and on which date, and who is the supplier relationship manager. |
| Relationship manager | Person responsible for managing the relationship with this supplier. Select the email icon ( ) to send an email to the relationship manager. |
| Similar suppliers | Displays suppliers that provide products and services similar to the one that you’re currently viewing. |
| Supplier news | Displays news and significant events related to the suppliers that you manage, so that you can take action to reduce the impact to the business. For example, news related to mergers and acquisitions,
cybersecurity events, fines and sanctions, bankruptcy, negative news, and so on. By default, Supplier Lifecycle Operations retrieves supplier news and activities using the Bing News Search API. The News Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_news) provides you with the flexibility to dynamically fetch news and activities related to a supplier by using any API of your choice. For more information, see Configuring a custom API to dynamically fetch supplier news. |
| Related Links | Displays links that enable you to view additional information pertaining to suppliers:
|
| Supplier locations | Displays the geographical location of the suppliers on a map. Note: The Map UI component for threat and alert data feeds (com.sn_fam_map) plugin enables you to view and manage this section. Verify that you have configured the FAM map properties. For more information, see Configure properties for Supplier Case Management. You can do the following:
|
| Stakeholders | Displays internal stakeholders and supplier contacts associated with a supplier. Internal stakeholders are internal users with a unique relationship type such as Procurement manager or Category manager. To
view a list of all the internal stakeholders, select the View stakeholders option. For more information on adding and managing internal stakeholders, see Manage internal stakeholders Supplier contacts are associated external users. Primary supplier contact is indicated with a Primary tag. To view a list of all the external stakeholders, select the View supplier contacts link. For more information on adding and managing supplier contacts, see Manage supplier contacts from the Source-to-Pay Workspace. Note: The View stakeholders and View supplier contacts links are displayed only if the supplier has more than five internal
stakeholders or supplier contacts respectively. |
| Option | |
| Contextual side panel | This panel appears below the UI actions. Select the supplier overview icon (
 ) to open the following panels:
Select the attachments icon ( Select the agent assist icon ( |
| Options to sync supplier data with an external third-party application | Select Connect to external data: Enables you to synchronize the supplier data from an external third-party application so that you can view the latest supplier details in the Source-to-Pay Workspace Select Sync with external data to synchronize with an external third-party application to update the supplier details in the Source-to-Pay Workspace
Note: The Sync with external data option replaces the Connect to external data option after you import supplier details for the first time using the
Connect to external data option. For more information, see Synchronize supplier data using external third-party application. |
| Options to create supplier cases and supplier tasks | Select the Create drop-down list to view these options:
|
| Option to save supplier details | If you update the supplier details, select Save to save the data to the supplier record. |
| Option to delete a supplier | Select the see actions icon ( ) and select Delete to delete a supplier. |
) to add a supplier location. For more information, see 
) to open the list view, which displays a list of all the supplier locations. Select the toggle map view icon (
) to return to the map view.
) to view the map in full screen. Select the toggle full screen view icon (
) to exit the full screen mode.
) to open the Attachments panel, which enables you to attach documents to the case.
) to open the Agent Assist panel, which enables you to search for information across multiple sources such as catalog items, knowledge articles, supplier cases, problems, and open incidents.Details tab
| Field | Description |
|---|---|
| Supplier | |
| Number | An auto-generated number that uniquely identifies a supplier. |
| Legal name | Name of the supplier. |
| ERP supplier code | Company code of the supplier in the ERP system. |
| Parent entity | Name of the parent company of the supplier. |
| Global company | Name of the global company of the supplier. |
| Relationship manager | Person responsible for managing the relationship with this supplier. |
| Relationship status | Business relationship that is designated to the supplier. The options are Strategic, Valued, Tactical, or Excluded. |
| Onboarded | Whether the supplier is onboarded. The options are Yes or No. |
| Preferred | Whether the supplier is preferred. The options are Yes or No. |
| General | |
| Street address | Street where the supplier is located. |
| City | City where the supplier is located. |
| State / Province | State or province where the supplier is located. |
| Country | Country where the supplier is located. |
| Industry | The type of industry the supplier belongs to. |
| Website | Website of the supplier. |
| Image | Option to attach an image of the supplier logo. Select Attach image and select the image you want to attach. |
Emails tab
The Emails tab displays the list of emails sent to and received from the supplier. It includes all emails related to tasks, cases, and other interactions related to the supplier.
Related work tab
The Related work tab displays information about cases, tasks, sourcing requests, risk assessments, purchase requisitions, and shipments.
The Related work tab contains the Lists section on the left, which contains the modules that display information about cases, tasks, sourcing requests, risk assessments, purchase requisitions, and shipments. The Lists section displays the count of records in each module. You can select a module to view a list of records in that module.
In the Number column, select the record number link to view more details pertaining to that record.
| Module | Description |
|---|---|
| Cases | Displays a list of cases for the supplier. |
| Tasks | Displays a list of tasks for the supplier. |
| Contracts | Displays a list of contracts created for suppliers. |
| Action plans | Displays a list of existing action plans. |
| Risk assessments | Displays a list of risk assessments for the supplier. Note: This module is displayed only if you have installed the Vendor Risk Management
(com.sn_vdr_risk_asmt) plugin. |
| Purchase requisitions | Displays a list of purchase requisitions for the supplier. Note: This module is displayed only if you have installed the Sourcing and Purchasing Automation (com.snc.sn_pr) plugin. |
| Purchase orders | Displays a list of purchase orders for the supplier. Note:
This module is displayed only if you have installed the Sourcing and Purchasing Automation (com.snc.sn_pr) and Source-to-Pay Common Architecture (com.snc.sn_shop) plugins. |
| Shipments | Note: This module is displayed only if you have installed the Supply Chain Exception Management (com.snc.sn_scm_core) plugin. |
| Invoices | Displays a list of invoices for the supplier. Note:
This module is displayed only if you have installed the Sourcing and Purchasing Automation (com.snc.sn_pr) and Source-to-Pay Common Architecture (com.snc.sn_shop) plugins. |
Spend tab
The Spend tab becomes available in the Source-to-Pay Workspace only if you install the Source-to-Pay Common Architecture (com.snc.sn_shop) plugin. The Spend tab displays information about open purchase orders, open invoices, your total spend, total savings, and a graphical representation of the trend of your spend and savings over time.
For detailed information about each component, select an individual widget or chart.
| Title | Type | Description |
|---|---|---|
| Summary - Total Spend | ||
| All Time | Widget | View the total spend till date. |
| This Year | Widget | View the total spend for the year. |
| This Quarter | Widget | View the total spend for the quarter. |
| This Month | Widget | View the total spend for the quarter. |
| Summary - Total Savings | ||
| All Time | Widget | View the total savings till date. |
| This Year | Widget | View the total savings for the year. |
| This Quarter | Widget | View the total savings for the quarter. |
| This Month | Widget | View the total savings for the quarter. |
| Summary | ||
| Spend vs. Savings over time | Graph | Displays a graphical presentation of spend versus savings over a given period of time. |
| Credit card savings estimator | ||
| Last saved estimate | View | Displays the value of the last estimate of potential savings from credit card payments calculated using the savings calculator. |
| View previous estimates | Widget | Displays a list of the last estimates calculated using the savings calculator. |
| Launch savings estimator | Widget | Launches the commercial card savings value calculator. The saving estimation tool can be used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates. |
| Purchase orders | ||
| Number | Column | An auto-generated number that uniquely identifies the purchase order. In the Number column, select the link to the record number to view more details. |
| Display name | Column | Name of the purchase order for a supplier product. |
| Total amount | Column | The total cost of purchase requisition calculated as the sum from all related purchase lines. |
| Status | Column | State of the purchase order. |
| Created | Column | Date on which this purchase order is created. |
| Created by | Column | Person who created the purchase order. |
| Invoices | ||
| Number | Column | An auto-generated number that uniquely identifies the invoice. In the Number column, select the link to the record number to view more details. |
| Purchase order | Column | Purchase order with which this invoice is associated. |
| State | Column | Status of the invoice. |
| Invoice date | Column | Date on which this invoice is created. |
| Created by | Column | Person who created the invoice. |
| Contracts | ||
| Number | Column | An auto-generated number that uniquely identifies the contract record. In the Number column, select the link to the record number to view more details. |
| Name | Column | Short description of the contract. |
| Total cost | Column | Final cost of the contract. |
| State | Column | Current state of the contract. |
| Substate | Column | Current substate of the contract. |
| Start date | Column | Date on which the contract takes effect. |
| End date | Column | Date on which the contract expires |
Risk tab
The Risk tab displays third-party name and process information, summary reports, risk intelligence scores, and tracking data for issues and tasks. On most reports, you can select an item to view the underlying data.
The Risk tab is displayed only if you have installed the Third-party Risk Management [com.sn_vdr_risk_asmt] and GRC: Vendor Risk Management Workspace (com.sn_vdr_risk_asmt_workspace) plugins.
To know more about the information displayed on the Risk tab, see Viewing summarized risk information for a third party.
Performance
The Performance tab displays the Dashboard which enables monitoring and managing supplier performance effectively and making data-driven decisions. You can view the overall supplier score, risk score, individual KPI scores, and domain-specific scores.
The Performance tab is displayed only if you have installed the KPI Framework (com.snc.sn_kpi) and Supplier Relationship and Performance Management (com.snc.sn_slm_perf) plugins.
To know more about the information displayed on the Performance tab, see View supplier performance dashboard.
KPI Management
The KPI Management tab provides comprehensive visibility into the performance scores of all KPIs. KPIs are grouped by domains (such as Inventory and Quality) and include critical details such as weight, frequency, and status.
The KPI Management tab is displayed only if you have installed the KPI Framework (com.snc.sn_kpi) and Supplier Relationship and Performance Management (com.snc.sn_slm_perf) plugins.
To know more about the information displayed on the KPI Management tab, see Manage supplier KPIs from the supplier record page of the Source-to-Pay Workspace.
Subsidiaries tab
The Subsidiaries tab displays all the subsidiaries of the supplier.
The Subsidiaries tab contains the Add option, which enables you to quickly add a subsidiary of the supplier. For more information, see Add a subsidiary for a supplier from the Source-to-Pay Workspace.
Stakeholders
- View a list of internal stakeholders and supplier contacts
- Add internal stakeholders with a unique relationship type to the supplier
- Remove or update internal stakeholder details
- Add, remove, or update supplier contacts
- Manage access for primary contact role
For more information on the stakeholders tab, see Manage internal stakeholders and Manage supplier contacts from the Source-to-Pay Workspace.
Documents tab
The Documents tab displays information about the required documents that the suppliers upload by either using this tab or from the Supplier Collaboration Portal.
The Documents tab contains the Link Documents option, which enables you to quickly add an already uploaded document without creating a new one. Access to the Link Documents option is controlled by the user criteria you set on the Manage access tab when creating the supplier document configuration. For more information, see Create a supplier document configuration.