Create KPIs by adding suppliers to a KPI template

You can add a new supplier whose performance you want to measure using the KPI template. Adding a supplier to a KPI template generates corresponding KPI records and KPI collection tasks for this supplier.

Before you begin

Role required: sn_kpi.admin or sn_slm.manager or sn_slm.admin

About this task

The Supplier related tab for a KPI template displays the following information:

• Automatically displays suppliers that match a segmentation rule that is linked to this KPI template.
• Displays suppliers that you add manually by selecting Add.

Procedure

1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
2. Select the list icon () and navigate to Lists > Performance management > KPI Templates.
3. In the Name column, select the link to the KPI template.
4. Select the Suppliers tab and select Add.
   The Add supplier dialog box is displayed which shows the list of existing suppliers. You can select suppliers from this list to generate template-corresponding KPIS for the selected suppliers.
5. Select Add.
   Template-corresponding KPIs are created for the added suppliers and the newly added supplier is shown in the Suppliers related tab for the KPI template. Also, corresponding KPI collection tasks are created for the suppliers.

   Note:

   The same result can be achieved by adding a template to a supplier record.

What to do next

Run segmentation rule.