Using Source-to-Pay Workspace

As a supplier manager, use the Source-to-Pay Workspace to import or create suppliers, add key contacts, add supplier locations, and manage the supplier cases assigned to you.

중요사항:

Starting with the Washington D.C. release, Supplier Manager Workspace is being prepared for future deprecation. It will be hidden from the navigation and no longer be activated on new instances. Source-to-Pay Workspace provides the latest experience for this functionality.

• Create a supplier from the Source-to-Pay Workspace
  Create a supplier to quickly onboard the supplier using playbooks and start purchasing goods and services.
• Manage supplier details
  As a supplier manager, view all the information about a supplier, view supplier locations, manage cases, and view procurement information.
• Manage internal stakeholders
  Internal stakeholders represent key relationship types associated with a supplier such as Business owner, Category manager, or Procurement manager. Mapping internal stakeholders to a unique relationship type enhances governance data visibility and facilitates effective relationship management with a supplier.
• Manage supplier contacts from the Source-to-Pay Workspace
  Add or remove supplier contacts, elevate access or remove elevated access to contacts from the Source-to-Pay Workspace.
• Manage supplier cases from the Source-to-Pay Workspace
  You can create and manage supplier cases for suppliers in the Source-to-Pay Workspace.
• Manage supplier tasks from the Source-to-Pay Workspace
  You can create and manage tasks for suppliers and internal users in the Source-to-Pay Workspace.
• Offboard a supplier from the Source-to-Pay Workspace
  Offboard a supplier due to performance issues or when you learn that the supplier follows practices that are inconsistent or unethical.
• Accept an incoming chat request from the Source-to-Pay Workspace
  As a supplier fulfiller, accept an incoming chat request from the Supplier Manager Workspace Inbox to start a chat session with a supplier contact.
• Interaction Management in Supplier Lifecycle Operations
  Interactions are a centralized location for all communication channels available in Source-to-Pay Workspace. Interaction Management involves managing supplier-related queries from different sources, such as an email, chat, message, or SMS.
• Composing emails with predefined content from the Source-to-Pay Workspace
  Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.
• Overall supplier dashboard
  The Overall supplier dashboard provides a comprehensive view of the entire supplier base's performance in one centralized location, aggregating data across all suppliers to give you enterprise-wide insights.
• Create supplier case from Universal Request
  Routing agents can create a supplier case from the Source-to-Pay Workspace to resolve a Universal Request.
• Emails view for supplier managers
  Supplier managers can access all emails including system-triggered emails, inbound replies, and error emails from the Source-to-Pay Workspace at case, task, and supplier levels.

관련 개념

• Using Supplier Collaboration Portal
• Using Supplier Relationship and Performance Management
• Using Supplier Payment Optimization
• Using Supplier Collaboration Portal
• Using Supplier Relationship and Performance Management
• Using Supplier Payment Optimization