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.
Before you begin
Role required: sn_slm.manager, sn_slm.owner, or sn_slm.admin
Procedure
Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Under Quick actions, select Create new supplier.
Create new supplier
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Supplier Name | Name of the supplier. |
| This supplier is owned by another company | Indicates if the new supplier is a subsidiary company.Note: This check box is added after Xanadu December 2024 release. |
| Parent company name | Name of the parent company. This field comes up if the This supplier is owned by another company check box is selected.Note: This field is added after Xanadu December 2024 release. |
| This supplier owns other companies | Indicates if the new supplier is a parent company.Note: This check box is added after Xanadu December 2024 release. |
| Subsidiary list | List of the subsidiary companies. This field comes up if the This supplier owns other companies check box is selected.Note: This field is added after Xanadu December 2024 release. |
| Supplier DUNS | Unique numeric identifier for every supplier. |
| Contact first name | First name of the supplier contact. |
| Contact last name | Last name of the supplier contact. |
| Contact email | Email of the supplier contact. |
| Contact title | Title of the supplier contact. |
| Priority | Priority of the supplier. The available options are:- Critical - High - Moderate - Low - Planning |
Select Create.
On the Request new supplier window, select View onboarding request.
The application creates a case of type Onboard a Supplier and its state moves to Work in progress.
The supplier manager can continue to onboard the supplier using the Playbook tab on the Case Details page. For more information, see Use the supplier onboarding playbook to onboard suppliers.
Use the supplier onboarding playbook to onboard suppliers
Supplier owners and supplier managers can use the supplier onboarding playbook to complete the tasks and activities that are needed to onboard new suppliers.- Perform risk assessment playbook
The Perform risk assessment playbook includes activities that enable you to conduct risk assessments for the supplier that you are onboarding. - Add a subsidiary for a supplier from the Source-to-Pay Workspace
If a supplier has subsidiaries, you can add them to that supplier from the Source-to-Pay Workspace.
Parent Topic:Using Source-to-Pay Workspace
Related topics
Manage supplier contacts from the Source-to-Pay Workspace
Manage supplier cases from the Source-to-Pay Workspace
Manage supplier tasks from the Source-to-Pay Workspace
Offboard a supplier from the Source-to-Pay Workspace
Accept an incoming chat request from the Source-to-Pay Workspace
Interaction Management in Supplier Lifecycle Operations
Composing emails with predefined content from the Source-to-Pay Workspace
Create supplier case from Universal Request
Emails view for supplier managers
Use the supplier onboarding playbook to onboard suppliers
Add a subsidiary for a supplier from the Source-to-Pay Workspace