Create segmentation rule
Create a segmentation rule that defines criteria for categorizing suppliers into different segments based on various attributes or performance factors.
Before you begin
Role required: sn_kpi.admin or sn_slm.manager or sn_slm.admin
Procedure
Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Do one of the following:
- Under Quick actions, select Create segmentation rule.
- Select the list icon (
Image omitted: cases-list-icon.png
List icon.\), navigate to **Lists** > **Performance management** > **Segmentation rules**, and then select **New**.
List icon.\), navigate to **Lists** > **Performance management** > **Segmentation rules**, and then select **New**.
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Basic details | |
| Name | Name of the segmentation rule. |
| Description | Brief description of the segmentation rule. |
| Active | Option that indicates the segmentation rule is active for use. |
| Owner | The person who owns the segmentation rule. |
| Frequency | The frequency at which the segmentation rule automatically runs. The available options are:- Ad-hoc - Weekly - Monthly - Quarterly - Yearly |
| Conditions | |
| Segmentation table | Extracts data from the specified table. |
| Condition | Option that enables you to build a filter by adding conditions with fields, operators, and values.Select Edit conditions to open the condition builder. |
- Select Save.
Result
A new segmentation rule is created.
- Add KPI templates to a segmentation rule
You can add new KPI templates to a segmentation rule if the existing templates used for suppliers don’t meet your needs. - Add suppliers to a segmentation rule
You can add a new supplier to a segmentation rule if the existing suppliers don’t meet your needs.
Parent Topic:Configure Supplier Relationship and Performance Management
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