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.
Before you begin
Role required: sn_slm.manager, sn_slm.owner, or sn_slm.admin
Note: The sn_slm.owner role can offboard only the suppliers they own.
Procedure
Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Under Quick actions, select Create case.
On the Create New Supplier Case form, fill in the fields.
For more information about the form fields and descriptions, see Create New Supplier Case form.
From the Case type field, Offboard a supplier.
Selected dropdown option for offboarding a supplier.
Select Save.
Select Submit Case.
Result
A case of type Offboard a supplier is created.
What to do next
The supplier manager or supplier owner can continue to offboard the supplier using the Playbook tab on the Case Details page. For more information, see Offboard suppliers using the supplier offboarding playbook.
- Offboard suppliers using the supplier offboarding playbook
Supplier owners and supplier managers can use the supplier offboarding playbook to complete the tasks and activities that are needed to offboard suppliers.
Parent Topic:Using Source-to-Pay Workspace
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