Source-to-Pay Workspace landing page

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Depending on the product that you have installed and the role you're assigned, the landing page for each product is displayed in a separate tab under the Source-to-pay header. The product tabs that appear are named after each installed product.

    When you open the Source-to-Pay Workspace, the home page is displayed by default. If you navigate away from the home page, you can select the home icon (Home icon.) to return to the home page.

    Example scenarios for role-based access in Source-to-Pay Workspace

    Let's take a look at a few example scenarios to help you understand the conditions that determine how and when product-specific tabs containing landing pages are displayed.

    Scenario 1: Only one product is installed
    Let's consider a scenario where you have installed only the Supplier Lifecycle Operations product and you are assigned the Supplier Fulfiller [sn_slm.fulfiller] role. In this scenario, the individual product-specific tabs are not shown, instead the landing page for Supplier Lifecycle Operations is directly displayed.
    Scenario 2: Two or more products are installed
    Let's consider a scenario where:
    • You have installed Sourcing and Procurement Operations, Supplier Lifecycle Operations, and Accounts Payable Operations.
    • You have been assigned the Procurement Case Management (PCM) agent [sn_spend_psd.agent], Supplier Fulfiller [sn_slm.fulfiller], and Accounts Payable Specialist [sn_ap_apm_accounts_payable_specialist] roles.

    In this scenario, the following product-specific tabs are displayed under the Source-to-pay header on the Source-to-Pay Workspace landing page.

    • Sourcing and procurement: Select this tab to view the landing page for Sourcing and Procurement Operations. For more information, see SPO list page.
    • Supplier management: Select this tab to view the landing page for Supplier Lifecycle Operations. For more information, see SLO landing page.
    • Accounts payable: Select this tab to view the landing page for Accounts Payable Operations.
    Figure 1. Source-to-Pay Workspace with all the three product-specific tabs
    Source-to-Pay Workspace product-specific tabs