Offboard a supplier from the Source-to-Pay Workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Offboard a supplier due to performance issues or when you learn that the supplier follows practices that are inconsistent or unethical.

    Vorbereitungen

    Role required: sn_slm.manager, sn_slm.owner, or sn_slm.admin
    Hinweis:
    The sn_slm.owner role can offboard only the suppliers they own.

    Prozedur

    1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
    2. Under Quick actions, select Create case.
    3. 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.
    4. From the Case type field, Offboard a supplier.Selected dropdown option for offboarding a supplier.
    5. Select Save.
    6. Select Submit Case.

    Ergebnisse

    A case of type Offboard a supplier is created.

    Nächste Maßnahme

    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.