Verify and update search sources on your service portal

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

    • You can verify the search sources on your service portal and update them, as required, so that the required data is queried seamlessly from the respective instance tables.

    Vorbereitungen

    Role required: admin or sp_admin

    Warum und wann dieser Vorgang ausgeführt wird

    Verify that the appropriate search sources, including Suppliers and Purchasing, are listed for your service portal. These should be available by default. If for some reason they aren't, you can add them manually. For more information on search sources, see AI Search for Sourcing and Procurement Operations.

    Prozedur

    1. Navigate to All > Service Portal > Portals.
    2. From the Service Portals list, select the active service portal.
      Hinweis:
      A green dot to the left of the list item indicates that it is active.
    3. Verify that the Search Sources related list includes Suppliers and Purchasing.
      Hinweis:
      If they aren't listed, here's how you can add them manually.
    4. Navigate to Service Portal > Search Sources.
    5. From the Search Sources list, select Suppliers.
    6. On the Portals related list, select Edit.
    7. On the Edit Members page, move Service Portal to your Portals List for Suppliers.
    8. Select Save.
    9. Repeat steps 5-8 for the Purchasing search source.