---
sourceDocument: Australia Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/source-to-pay-operations

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Supplier credit card enablement playbook

# Supplier credit card enablement playbook {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

Source-to-Pay Workspace includes a playbook to complete the supplier cases for initiating credit card acceptance requests.
The Supplier credit card enablement playbook provides step-by-step guidance for completing the request. The playbook includes a customized supplier case flow including reviewing the case by checking the propensity score,
creating the credit card acceptance task for the supplier contact, and notifying the supplier through email. Once the supplier contact accepts the credit card as the payment method, the case can be closed. For more information,
see [Interact with Playbook](https://www.servicenow.com/docs/access?context=playbook-ui&version=australia&pubname=australia-build-workflows&ft:locale=en-US).

## Supplier credit card enablement playbook stages and activities {#credit-card-enblmnt-playbook__section_eqj_qzx_ztb}

The playbook contains the following stages and activities.
{#credit-card-enblmnt-playbook__table_bgd_tzx_ztb__entry__3}

| Stage | Activity | Activity Details |
|-|-|-|
| Review the case | Assign case | As a supplier manager or fulfiller, you can assign the case to a different person or keep the case assigned to you. You can do the following: 1. In the Assigned to search field, search for and select the person that you want to assign the case to. 2. In the Short description field, update the description for the case. 3. Select one of the following actions: * Select Save to save your changes. * Select Start work to start working on the case. {#credit-card-enblmnt-playbook__ul_qhp_d1y_ztb} {#credit-card-enblmnt-playbook__ol_lgz_4qy_nhc} |
| Review the case | Review supplier propensity score | As a supplier manager or fulfiller, you can approve or cancel the case after reviewing the propensity score available for this supplier. |
| Notify the supplier | Create credit card acceptance task | A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text informing them about the benefits of accepting credit card payments. Ensure that the email template remains editable. Nota: Do not modify the task button, as any changes may cause the link to stop functioning. |
| Notify the supplier | Notify the supplier | Send an email to the supplier informing that the credit card acceptance request has been initiated. Once the email is sent, a task is created for the supplier contact to review and approve the credit card acceptance request. |
| Waiting for the supplier to decide on credit card acceptance | Check the status | The supplier contact reviews and approves the credit card acceptance request from the Supplier Collaboration Portal after providing the terminal ID and uploading the bank account proof document. |
| Process change request | Close case | You can select Mark complete and Complete case to close the request. Updates the case to Closed Completed. |
[Tabela 1. Stages in the Supplier credit card enablement playbook]

{#credit-card-enblmnt-playbook__table_bgd_tzx_ztb}
**Conceitos relacionados**   

* [Manage supplier cases from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/4cpTx30Ax_kQhTCnzJz5UA "You can create and manage supplier cases for suppliers in the Source-to-Pay Workspace.")
* [Playbook for updating the supplier primary data](https://servicenow-prod.fluidtopics.net/C~oA~Elgns6NkyMFeoxWGg "Source-to-Pay Workspace includes a playbook that you use for updating the supplier primary data.")  
**Tarefas relacionadas**   

* [Configure due dates for supplier cases](https://servicenow-prod.fluidtopics.net/NLKSq28HnMbNCabRkS0r2g "Configure due dates for different case types so that the Due date field is auto-populated when you create supplier cases.")
* [Create a case on behalf of a supplier from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/7ASjLnQo3bmUgl34b~DTvA "Create a supplier case to track the progress of supplier tasks, resolve issues related to supplier products or services, and request additional information from a supplier.")