Playbook for updating the supplier primary data
Summarize
Summary of Playbook for Updating the Supplier Primary Data
The Procurement Workspace provides a playbook designed to assist with updating supplier primary data. It offers detailed, step-by-step guidance for managing supplier data requests, ensuring a structured approach to handling cases related to supplier information changes.
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Key Features
- Case Initiation: The playbook is utilized when a supplier contact submits a request via the Supplier Collaboration Portal or when a supplier manager/fuller creates a case from the Procurement Workspace.
- Case Types: It specifically applies to banking information changes, supplier information changes, and supplier location changes.
- Activity Flow: The playbook outlines a series of stages and activities, including case assignment, approval/rejection of changes, processing requests, and notifying suppliers.
Key Outcomes
By following the playbook, supplier managers and fulfillers can efficiently manage supplier data updates, ensuring that all changes are properly processed and communicated. The structured approach enhances accountability and helps maintain accurate supplier records within the ServiceNow system.
Source-to-Pay Workspace includes a playbook that you use for updating the supplier primary data.
Review supplier primary data request playbook
This playbook provides step-by-step guidance for cases related to updating supplier primary data. The playbook includes a supplier case flow containing various stages and activities that you must complete to close the supplier case. For more information, see Interact with Playbook.
- A supplier contact submits a request for updating the supplier primary data using the supplier catalog item from the Supplier Collaboration Portal
- A supplier manager or fulfiller creates a case for updating the supplier primary data from the Source-to-Pay Workspace
The application opens the case on the Playbook tab on the Details page.
This playbook is displayed only for these case types:
- Banking information change request
- Supplier information change request
- Supplier location change request
Review supplier primary data request playbook flow
The following diagram illustrates the flow of the activities in each stage of the Review supplier primary data request playbook.
Review supplier primary data request playbook stages and activities
The playbook contains the following stages and activities.
| Stage | Activity | Activity Details |
|---|---|---|
| Review case | Assign case | As a supplier manager or fulfiller, you can use this activity to assign the case to a different person or keep the case assigned to you. You can do the following:
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| Approve changes | As a supplier manager or fulfiller, you can use this activity to decide whether to approve or reject the case. This activity has the options:
For more information, see Non-Interactive activities. |
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| Process change request | Verify changes are made in other systems | This activity informs you that changes to this request have been processed in ServiceNow. If applicable, please verify that the details of this case have also been processed in all other systems. You can do the following:
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| Notify the supplier | A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text. You can do the following:
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| Complete case | As a supplier manager or fulfiller, you can update the state of the case and complete the case. You can do the following:
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| Reject Changes | Notify the supplier | A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text. You can do the following:
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| Complete case | As a supplier manager or fulfiller, you can update the state of the case and reject the case. You can do the following:
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