Map assessment template with segmentation rule

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • You can map assessment templates with segmentation rules in the Source-to-Pay workspace. A rule defines which suppliers receive assessments based on the configured criteria.

    Antes de Iniciar

    Role required: sn_slm.manager or sn_slm.admin

    Procedimento

    1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
    2. Create a segmentation rule.
      For more information, see Create segmentation rule.
    3. Select Assessment templates and New to map an assessment template with this segmentation rule.
      Creating assessment template from segmentation rule
    4. Fill in the details in the new segmentation rule assessment template form.
      Field Description
      Assessment template Assessment template used for mapping with the segmentation rule.
      Audience type Type of recipients of the assessment.
      Segmentation rule Segmentation rule for which assessment is getting created (auto-filled).
      Due date Date of expiry of the assessment.
    5. Select Save.

    O que Fazer Depois

    Trigger assessments from the segmentation rule assessment mapping templates.