Offboard a supplier from the Source-to-Pay Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Offboard a supplier due to performance issues or when you learn that the supplier follows practices that are inconsistent or unethical.

    Before you begin

    Role required: sn_slm.manager, sn_slm.owner, or sn_slm.admin
    Note:
    The sn_slm.owner role can offboard only the suppliers they own.

    Procedure

    1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
    2. Under Quick actions, select Create case.
    3. On the Create New Supplier Case form, fill in the fields.
      For more information about the form fields and descriptions, see Create New Supplier Case form.
    4. From the Case type field, Offboard a supplier.
    5. Select Save.
      The application creates a case of type Offboard a supplier.
    6. Select Submit Case.

    What to do next

    The supplier manager or supplier owner can continue to offboard the supplier using the Playbook tab on the Case Details page. For more information, see Offboard suppliers using the supplier offboarding playbook.