Using Supplier Collaboration Portal in APO
Summarize
Summary of Using Supplier Collaboration Portal in APO
The Supplier Collaboration Portal integrates with Accounts Payable Operations (APO) to enable smooth communication and task management between Accounts Payable Specialists and suppliers. It allows suppliers to submit invoice inquiries, raise new invoices, and resolve tasks related to cases and exceptions efficiently.
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Configuring the Supplier Collaboration Portal
To set up the portal, follow the installation guide for the Supplier Collaboration Portal. It is crucial that APO users grant supplier access in the restricted access table during installation to prevent access issues. For detailed information, refer to the guidance on restricted caller access approvals.
Portal Header and Navigation
- My Tasks: Displays all tasks assigned to the logged-in user, facilitating task management.
- My Requests: Shows all invoice inquiry requests assigned to the user for review and action.
- Submit a Request: Allows suppliers to raise new invoice requests directly through the portal.
These header options help suppliers and APO users efficiently track and manage their responsibilities.
Supplier Collaboration Portal Widgets
- My Active Items Widget: Provides quick access to:
- Tasks: Lists tasks assigned to the supplier.
- Requests: Displays all invoice inquiry cases for the supplier.
- Invoices: Shows invoices with options to view details and submit related inquiry cases.
- My Requests Widget: Displays submitted invoice inquiry cases, allowing users to open and work on them directly.
These widgets enhance visibility and streamline handling of invoices and cases.
Security and Roles
Both internal and external users can access the instance, but distinct roles are required for each user to maintain security and differentiate access levels. Every user must have at least one assigned role to ensure proper access control.
Working with Tasks and Requests
The portal header provides quick access to exception tasks and invoice inquiry requests assigned to the supplier. Suppliers can view and respond to invoice inquiries, supporting timely resolution and communication.
Supplier Catalog and Virtual Agent
- Supplier Catalog: Enables suppliers to submit new invoice inquiries and invoices for APO evaluation.
- Virtual Agent Flows: Suppliers can use a chat interface to check invoice and inquiry statuses, submit inquiry cases, and access predefined chatbot topics for assistance.
Additional Resources and Related Concepts
The portal supports integration with related APO features such as invoice case management, advanced work assignment, interaction management, and email composition. These tools help optimize invoice processing workflows and communication.
The Supplier Collaboration portal application integrated with Accounts Payable Operations provides seamless interaction between Account Payable Specialist and supplier in creating invoice inquiry case, submit new invoice, resolving case tasks and exception tasks.
Configuring the Supplier Collaboration Portal
Supplier Portal Collaboration header
The portal header is located at the top-right corner of the home page contains the following options.
| Option | Description |
|---|---|
| My Tasks | Lists all the tasks that are assigned to the logged-in user. For more information on tasks, see Working with tasks in Supplier Collaboration Portal header. |
| My Requests | Opens the My Requests page, which lists all the requests assigned to you. |
| Submit a request | Supplier raises invoice requests. |
For more information regarding the Supplier Portal Collaboration header options, see Working with tasks in Supplier Collaboration Portal header.
Supplier Collaboration Portal widgets
The Supplier Collaboration Portal integrated with Accounts Payable Operations consists of the following widgets. For more information on Supplier Collaboration Portal widgets, see Supplier Collaboration Portal.
My active items widget
As a supplier contact, you can view specific items from the following tiles in the My active items widget:
| Item | Description |
|---|---|
| Tasks | Opens the My Tasks list page, which lists all the tasks that are assigned to the supplier. For more information on tasks, see Working with tasks in Supplier Collaboration Portal header. |
| Requests | Lists all the invoice inquiry cases for the supplier. For more information on inquiry requests, see Working with My Requests. |
| Invoices | Lists the invoices for supplier to view the invoice details and raise invoice-related inquiry case. For more information on invoice inquiry, see Submit Invoice Inquiry. Note: .From the invoice form, you can submit an inquiry case. For more details on inquiry case, see Submit Invoice Inquiry |
My Requests widget
Displays a list of invoice inquiry cases that you have submitted. Selecting a case directly opens the My Requests page so that you can work on that inquiry case. Select View All to view
the list of all inquiry cases that you have submitted. For more information on the My Requests widget, see Working with My Requests.
For more information on installing the Supplier Collaboration Portal, see Configuring Supplier Lifecycle Operations.