Using Source-to-Pay Workspace › Use › Supplier Lifecycle Operations › Finance and Supply Chain

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Manage supplier details

As a supplier manager, view all the information about a supplier, view supplier locations, manage cases, and view procurement information.

Open the Source-to-Pay Workspace Details page by navigating to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.

Under Quick Actions, select Manage my suppliers, and then in the Legal name column of the My suppliers form, select the link to the legal name of the supplier to view more details about the supplier.

The Details page contains the following tabs that display relevant information related to the supplier.

About
Details
Emails
Related work
Spend
Risk
Stakeholders
Performance
KPI management
Subsidiaries
Documents

About tab

The About tab displays information about the supplier, supplier relationship, similar suppliers, and supplier locations.

Title

Description

Sections

Supplier details

Displays supplier details, such as legal name, DUNS number, country of registration, stock symbol, number of employees. You can edit the supplier details, if needed.

Relationship summary

Displays details about whether the supplier has been onboarded, who onboarded the supplier and on which date, and who is the supplier relationship manager.

Relationship manager

Person responsible for managing the relationship with this supplier. Select the email icon \(

Image omitted: email-icon.png
Email icon.\) to send an email to the relationship manager.

Similar suppliers

Displays suppliers that provide products and services similar to the one that you’re currently viewing.

Supplier news

Displays news and significant events related to the suppliers that you manage, so that you can take action to reduce the impact to the business. For example, news related to mergers and acquisitions, cybersecurity events, fines and sanctions, bankruptcy, negative news, and so on.By default, Supplier Lifecycle Operations retrieves supplier news and activities using the Bing News Search API. The News Integration for Supplier Lifecycle Operations plugin \(com.snc.sn\_supplier\_news\) provides you with the flexibility to dynamically fetch news and activities related to a supplier by using any API of your choice. For more information, see Configuring a custom API to dynamically fetch supplier news.

Related Links

Displays links that enable you to view additional information pertaining to suppliers:- Banking information - Product codes - Email domains - Contracts - Supplier products

Supplier locations

Displays the geographical location of the suppliers on a map.

Note: The Map UI component for threat and alert data feeds (com.sn_fam_map) plugin enables you to view and manage this section. Verify that you have configured the FAM map properties. For more information, see Configure properties for Supplier Case Management.

You can do the following:

Select the add supplier location icon (
Image omitted: add-key-contacts.png
Add supplier location icon.) to add a supplier location. For more information, see <a href="../add-supplier-location/">Add a supplier location from the Source-to-Pay Workspace</a>.</li>
Select the toggle list view icon (
Image omitted: location-list-icon.png
Toggle list view icon.) to open the list view, which displays a list of all the supplier locations. Select the toggle map view icon ([Omitted image "location-map-icon.png"] Alt text: Toggle map view icon.) to return to the map view.</li>
Select the toggle full screen view icon (
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Toggle fullscreen view icon.) to view the map in full screen. Select the toggle full screen view icon ([Omitted image "toggle-exit-full-icon.png"] Alt text: Toggle fullscreen view icon.) to exit the full screen mode.</li>

Stakeholders

Displays internal stakeholders and supplier contacts associated with a supplier. Internal stakeholders are internal users with a unique relationship type such as Procurement manager or Category manager. To view a list of all the internal stakeholders, select the View stakeholders option. For more information on adding and managing internal stakeholders, see Manage internal stakeholdersSupplier contacts are associated external users. Primary supplier contact is indicated with a Primary tag. To view a list of all the external stakeholders, select the View supplier contacts link. For more information on adding and managing supplier contacts, see Manage supplier contacts from the Source-to-Pay Workspace.

Note: The View stakeholders and View supplier contacts links are displayed only if the supplier has more than five internal stakeholders or supplier contacts respectively.

Option

Contextual side panel

This panel appears below the UI actions. Select the supplier overview icon (

Image omitted: supp-overview-icon.png
Supplier overview icon.) to open the following panels:

Supplier overview: Displays information about the supplier.
Supplier contacts: Displays information about the supplier contacts. An Admin label next to the contact's name indicates that the contact is a primary contact. If a supplier has more than 5 supplier contacts, the View all option is displayed. Select View all to view a list of all the contacts for the supplier.

Select the attachments icon (

Image omitted: attachments-icon.png
Attachments icon.) to open the Attachments panel, which enables you to attach documents to the case.

Select the agent assist icon (

Image omitted: agent-assist-icon.png
Agent Assist icon.) to open the Agent Assist panel, which enables you to search for information across multiple sources such as catalog items, knowledge articles, supplier cases, problems, and open incidents.</td></tr><tr><td>

Options to sync supplier data with an external third-party application

Select Connect to external data: Enables you to synchronize the supplier data from an external third-party application so that you can view the latest supplier details in the Source-to-Pay Workspace

Select Sync with external data to synchronize with an external third-party application to update the supplier details in the Source-to-Pay Workspace

Note: The Sync with external data option replaces the Connect to external data option after you import supplier details for the first time using the Connect to external data option.

For more information, see Synchronize supplier data using external third-party application.

Options to create supplier cases and supplier tasks

Select the Create drop-down list to view these options:- Create supplier case: Enables you to create a supplier case. - Create supplier task: Enables you to create a task for a supplier case. For more information, see Create a task for a supplier case from the Source-to-Pay Workspace

Option to save supplier details

If you update the supplier details, select Save to save the data to the supplier record.

Option to delete a supplier

Select the see actions icon (

Image omitted: see-actions-icon.png
See actions icon.) and select Delete to delete a supplier.</td></tr></tbody>

Details tab

The Details tab displays information about the supplier.

Note: The fields on this tab are editable. You can update the supplier details and select Save to save the data.

Field	Description
Supplier
Number	An auto-generated number that uniquely identifies a supplier.
Legal name	Name of the supplier.
ERP supplier code	Company code of the supplier in the ERP system.
Parent entity	Name of the parent company of the supplier.
Global company	Name of the global company of the supplier.
Relationship manager	Person responsible for managing the relationship with this supplier.
Relationship status	Business relationship that is designated to the supplier. The options are Strategic, Valued, Tactical, or Excluded.
Onboarded	Whether the supplier is onboarded. The options are Yes or No.
Preferred	Whether the supplier is preferred. The options are Yes or No.
General
Street address	Street where the supplier is located.
City	City where the supplier is located.
State / Province	State or province where the supplier is located.
Country	Country where the supplier is located.
Industry	The type of industry the supplier belongs to.
Website	Website of the supplier.
Image	Option to attach an image of the supplier logo. Select Attach image and select the image you want to attach.

Emails tab

The Emails tab displays the list of emails sent to and received from the supplier. It includes all emails related to tasks, cases, and other interactions related to the supplier.

The Related work tab displays information about cases, tasks, sourcing requests, risk assessments, purchase requisitions, and shipments.

The Related work tab contains the Lists section on the left, which contains the modules that display information about cases, tasks, sourcing requests, risk assessments, purchase requisitions, and shipments. The Lists section displays the count of records in each module. You can select a module to view a list of records in that module.

In the Number column, select the record number link to view more details pertaining to that record.

Module	Description
Cases	Displays a list of cases for the supplier.
Tasks	Displays a list of tasks for the supplier.
Contracts	Displays a list of contracts created for suppliers.
Action plans	Displays a list of existing action plans.
Risk assessments	Displays a list of risk assessments for the supplier.Note: This module is displayed only if you have installed the Vendor Risk Management (com.sn_vdr_risk_asmt) plugin.
Purchase requisitions	Displays a list of purchase requisitions for the supplier.Note: This module is displayed only if you have installed the Sourcing and Purchasing Automation (com.snc.sn_pr) plugin.
Purchase orders	Displays a list of purchase orders for the supplier.Note: This module is displayed only if you have installed the Sourcing and Purchasing Automation (com.snc.sn_pr) and Source-to-Pay Common Architecture (com.snc.sn_shop) plugins.
Shipments	Note: This module is displayed only if you have installed the Supply Chain Exception Management (com.snc.sn_scm_core) plugin.
Invoices	Displays a list of invoices for the supplier.Note: This module is displayed only if you have installed the Sourcing and Purchasing Automation (com.snc.sn_pr) and Source-to-Pay Common Architecture (com.snc.sn_shop) plugins.

Spend tab

The Spend tab displays information about open purchase orders, open invoices, your total spend, total savings, and the trend of your spend and savings over time.

Note:

The Spend tab becomes available in the Source-to-Pay Workspace only if you install the Source-to-Pay Common Architecture (com.snc.sn_shop) plugin. The Spend tab displays information about open purchase orders, open invoices, your total spend, total savings, and a graphical representation of the trend of your spend and savings over time.

For detailed information about each component, select an individual widget or chart.

Image omitted: ws-details-spend.png
Spend tab on the Details page

Title	Type	Description
Summary - Total Spend
All Time	Widget	View the total spend till date.
This Year	Widget	View the total spend for the year.
This Quarter	Widget	View the total spend for the quarter.
This Month	Widget	View the total spend for the quarter.
Summary - Total Savings
All Time	Widget	View the total savings till date.
This Year	Widget	View the total savings for the year.
This Quarter	Widget	View the total savings for the quarter.
This Month	Widget	View the total savings for the quarter.
Summary
Spend vs. Savings over time	Graph	Displays a graphical presentation of spend versus savings over a given period of time.
Credit card savings estimator
Last saved estimate	View	Displays the value of the last estimate of potential savings from credit card payments calculated using the savings calculator.
View previous estimates	Widget	Displays a list of the last estimates calculated using the savings calculator.
Launch savings estimator	Widget	Launches the commercial card savings value calculator. The saving estimation tool can be used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates.
Purchase orders
Number	Column	An auto-generated number that uniquely identifies the purchase order.In the Number column, select the link to the record number to view more details.
Display name	Column	Name of the purchase order for a supplier product.
Total amount	Column	The total cost of purchase requisition calculated as the sum from all related purchase lines.
Status	Column	State of the purchase order.
Created	Column	Date on which this purchase order is created.
Created by	Column	Person who created the purchase order.
Invoices
Number	Column	An auto-generated number that uniquely identifies the invoice.In the Number column, select the link to the record number to view more details.
Purchase order	Column	Purchase order with which this invoice is associated.
State	Column	Status of the invoice.
Invoice date	Column	Date on which this invoice is created.
Created by	Column	Person who created the invoice.
Contracts
Number	Column	An auto-generated number that uniquely identifies the contract record.In the Number column, select the link to the record number to view more details.
Name	Column	Short description of the contract.
Total cost	Column	Final cost of the contract.
State	Column	Current state of the contract.
Substate	Column	Current substate of the contract.
Start date	Column	Date on which the contract takes effect.
End date	Column	Date on which the contract expires

Risk tab

The Risk tab displays third-party name and process information, summary reports, risk intelligence scores, and tracking data for issues and tasks. On most reports, you can select an item to view the underlying data.

The Risk tab is displayed only if you have installed the Third-party Risk Management [com.sn_vdr_risk_asmt] and GRC: Vendor Risk Management Workspace (com.sn_vdr_risk_asmt_workspace) plugins.

To know more about the information displayed on the Risk tab, see Viewing summarized risk information for a third party.

Performance

The Performance tab displays the Dashboard which enables monitoring and managing supplier performance effectively and making data-driven decisions. You can view the overall supplier score, risk score, individual KPI scores, and domain-specific scores.

The Performance tab is displayed only if you have installed the KPI Framework (com.snc.sn_kpi) and Supplier Relationship and Performance Management (com.snc.sn_slm_perf) plugins.

Image omitted: kpi-dashboard.png
Performance dashboard details page

To know more about the information displayed on the Performance tab, see View supplier performance dashboard.

KPI Management

The KPI Management tab provides comprehensive visibility into the performance scores of all KPIs. KPIs are grouped by domains (such as Inventory and Quality) and include critical details such as weight, frequency, and status.

The KPI Management tab is displayed only if you have installed the KPI Framework (com.snc.sn_kpi) and Supplier Relationship and Performance Management (com.snc.sn_slm_perf) plugins.

Image omitted: kpi-mgmt-tab.png
KPI Management tab details page

To know more about the information displayed on the KPI Management tab, see Manage supplier KPIs from the supplier record page of the Source-to-Pay Workspace.

Subsidiaries tab

The Subsidiaries tab displays all the subsidiaries of the supplier.

The Subsidiaries tab contains the Add option, which enables you to quickly add a subsidiary of the supplier. For more information, see Add a subsidiary for a supplier from the Source-to-Pay Workspace.

Stakeholders

The Stakeholders tab helps you manage internal stakeholders and supplier contacts associated with a supplier. You can complete the following operations from this tab:

View a list of internal stakeholders and supplier contacts
Add internal stakeholders with a unique relationship type to the supplier
Remove or update internal stakeholder details
Add, remove, or update supplier contacts
Manage access for primary contact role

Image omitted: stakeholders-overview.png
Stakeholders details tab.

For more information on the stakeholders tab, see Manage internal stakeholders and Manage supplier contacts from the Source-to-Pay Workspace.

Documents tab

The Documents tab displays information about the required documents that the suppliers upload by either using this tab or from the Supplier Collaboration Portal.

The Documents tab contains the Link Documents option, which enables you to quickly add an already uploaded document without creating a new one. Access to the Link Documents option is controlled by the user criteria you set on the Manage access tab when creating the supplier document configuration. For more information, see Create a supplier document configuration.

Add a supplier location from the Source-to-Pay Workspace
Add a supplier location to visualize the geographical location that suppliers run their operations from.
Edit supplier details from the Source-to-Pay Workspace
Add or modify the details of an existing supplier.
Manage documents from the Source-to-Pay Workspace
Manage documents by uploading, updating and downloading the required documents from the Source-to-Pay Workspace.
Playbook for updating the supplier primary data
Source-to-Pay Workspace includes a playbook that you use for updating the supplier primary data.

Parent Topic:Using Source-to-Pay Workspace

Manage internal stakeholders

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

Overall supplier dashboard

Create supplier case from Universal Request

Emails view for supplier managers