Supplier credit card enablement playbook
Source-to-Pay Workspace includes a playbook to complete the supplier cases for initiating credit card acceptance requests.
The Supplier credit card enablement playbook provides step-by-step guidance for completing the request. The playbook includes a customized supplier case flow including reviewing the case by checking the propensity score, creating the credit card acceptance task for the supplier contact, and notifying the supplier through email. Once the supplier contact accepts the credit card as the payment method, the case can be closed. For more information, see Interact with Playbook.
Supplier credit card enablement playbook stages and activities
The playbook contains the following stages and activities.
| Stage | Activity | Activity Details | |
|---|---|---|---|
| Review the case | Assign case | As a supplier manager or fulfiller, you can assign the case to a different person or keep the case assigned to you.You can do the following:
Image omitted: credit-card-playbook1.png Review supplier propensity scoreSupplier credit card enablement playbook assign and review step.</p></td></tr><tr><td> | As a supplier manager or fulfiller, you can approve or cancel the case after reviewing the propensity score available for this supplier. Image omitted: credit-card-playbook2.png Supplier credit card enablement playbook review propensity score step. |
| Notify the supplier | Create credit card acceptance task | A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text informing them about the benefits of accepting credit card payments. Ensure that the email template remains editable. Image omitted: credit-card-playbook3.png Supplier credit card enablement playbook review propensity score step.</p> Note: Do not modify the task button, as any changes may cause the link to stop functioning. | |
| Notify the supplier | Send an email to the supplier informing that the credit card acceptance request has been initiated.Once the email is sent, a task is created for the supplier contact to review and approve the credit card acceptance request. | ||
| Waiting for the supplier to decide on credit card acceptance | Check the status | The supplier contact reviews and approves the credit card acceptance request from the Supplier Collaboration Portal after providing the terminal ID and uploading the bank account proof document. Image omitted: supplier-accept-cc.png Supplier accepts or rejects credit card request from Collaboration portal | |
| Process change request | Close case | You can select Mark complete and Complete case to close the request. Updates the case to Closed Completed. Image omitted: credit-card-playbook4.png Supplier credit card enablement playbook review propensity score step.</td></tr></tbody> Parent Topic:Using Supplier Payment Optimization Related topics Manage supplier cases from the Source-to-Pay Workspace Configure due dates for supplier cases Playbook for updating the supplier primary data Create a case on behalf of a supplier from the Source-to-Pay Workspace |