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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Using Supplier Collaboration Portal in APO

# Using Supplier Collaboration Portal in APO {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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 {#using-supplier-collaboration-portal__section_z44_jfl_ldc}

To configure the Supplier Collaboration Portal, see [Install Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/jqPZP3p34Flz0IstKgXX4A "You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.").  
Note:  
APO users while installing the Supplier Collaboration Portal must grant access to supplier records in the restricted access table to avoid any kind of access issues. For more information on restricted access approval, see [Restricted caller access approvals for Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/wfG7wZs9yY1kc~h7rCu~JQ "After you install the Supplier Collaboration Portal application from ServiceNow Store, you might encounter Restricted Caller Access (RCA) approval messages requesting for an update in the access request. You can approve the RCA privileges either manually or by running the fix script.").

## Supplier Portal Collaboration header {#using-supplier-collaboration-portal__section_ght_slv_zxb}

The portal header is located at the top-right corner of the home page contains the following options.

{#using-supplier-collaboration-portal__table_yvm_mvm_1yb__entry__2}

| 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](https://servicenow-prod.fluidtopics.net/MivLEuYS7PXDll_ZoP1lDQ "Use the portal header located at the top-right corner of the Supplier Collaboration Portal home page to open exception tasks, invoice inquiry requests assigned to the logged-in supplier."). |
| My Requests | Opens the My Requests page, which lists all the requests assigned to you. |
| Submit a request | Supplier raises invoice requests. |
[ ]

{#using-supplier-collaboration-portal__table_yvm_mvm_1yb}

For more information regarding the Supplier Portal Collaboration header options, see [Working with tasks in Supplier Collaboration Portal header](https://servicenow-prod.fluidtopics.net/MivLEuYS7PXDll_ZoP1lDQ "Use the portal header located at the top-right corner of the Supplier Collaboration Portal home page to open exception tasks, invoice inquiry requests assigned to the logged-in supplier.").

## Supplier Collaboration Portal widgets {#using-supplier-collaboration-portal__section_vmx_tqy_zxb}

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](https://servicenow-prod.fluidtopics.net/gCon7G8aSoW0p~yRTjRKFw "The ServiceNow Supplier Collaboration Portal application provides a seamless unified employee portal experience for supplier contacts.").

## My active items widget {#using-supplier-collaboration-portal__section_gdk_cbr_2yb}

As a supplier contact, you can view specific items from the following tiles in the My active items widget:
{#using-supplier-collaboration-portal__table_pbp_yqy_zxb__entry__2}

| 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](https://servicenow-prod.fluidtopics.net/MivLEuYS7PXDll_ZoP1lDQ "Use the portal header located at the top-right corner of the Supplier Collaboration Portal home page to open exception tasks, invoice inquiry requests assigned to the logged-in supplier."). |
| Requests | Lists all the invoice inquiry cases for the supplier. For more information on inquiry requests, see [Working with My Requests](https://servicenow-prod.fluidtopics.net/~slZyzBxRjwqOsF5KLHp2g "View and respond to invoice inquiries."). |
| 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](https://servicenow-prod.fluidtopics.net/T5sg_i7o7DkM7NvtevByQg "Supplier uses the Supplier Collaboration Portal to create an inquiry related to an invoice and submits it to the Accounts Payable Operations team to evaluate and resolve the inquiry."). Note: From the invoice form, you can submit an inquiry case. For more details on inquiry case, see [Submit Invoice Inquiry](https://servicenow-prod.fluidtopics.net/T5sg_i7o7DkM7NvtevByQg "Supplier uses the Supplier Collaboration Portal to create an inquiry related to an invoice and submits it to the Accounts Payable Operations team to evaluate and resolve the inquiry."). |
[ ]

{#using-supplier-collaboration-portal__table_pbp_yqy_zxb}

## My Requests widget {#using-supplier-collaboration-portal__section_ctx_mwm_1yb}

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](https://servicenow-prod.fluidtopics.net/~slZyzBxRjwqOsF5KLHp2g "View and respond to invoice inquiries.").

For more information on installing the Supplier Collaboration Portal, see [Configuring Supplier Lifecycle Operations](https://servicenow-prod.fluidtopics.net/~nNJ3CZDpXN3SxeaHO2FLg "Plan and configure your implementation for Supplier Lifecycle Operations.").
* **[Explicit roles plugin](https://servicenow-prod.fluidtopics.net/vhMjwYYZwCjzhITIz_4MoA)**   
  You can give both internal users and external users access to your instance. However, you might not want both types of users to have the same level of access. To provide added security, every user must have at least one role so that the instance can distinguish between internal and external users.
* **[Working with tasks in Supplier Collaboration Portal header](https://servicenow-prod.fluidtopics.net/MivLEuYS7PXDll_ZoP1lDQ)**   
  Use the portal header located at the top-right corner of the Supplier Collaboration Portal home page to open exception tasks, invoice inquiry requests assigned to the logged-in supplier.
* **[Working with My Requests](https://servicenow-prod.fluidtopics.net/~slZyzBxRjwqOsF5KLHp2g)**   
  View and respond to invoice inquiries.
* **[Working with Supplier Catalog](https://servicenow-prod.fluidtopics.net/1z9Hwe7ovdpCoPGlT55R9Q)**   
  Supplier uses the Supplier Catalog to submit new invoice inquiry and invoice to the Accounts Payable Operations team to evaluate and resolve the cases.
* **[Virtual agent flows](https://servicenow-prod.fluidtopics.net/VmlzSkOAqPGINge5fP6Zbw)**   
  Suppliers can check the invoice and inquiry statuses, create inquiry cases in the supplier portal using the chat channel. Suppliers can also use the virtual agent to view predefined chatbot topics.

**Related concepts**   

* [Invoice case categories and subcategories](https://servicenow-prod.fluidtopics.net/wnArOcjf7awZImsNySynJw "An agent and Accounts Payable Specialist can access and work on the invoice cases in the Accounts Payable workspace.")
* [Using Invoice Case Management](https://servicenow-prod.fluidtopics.net/W6tJqq~sYaWHfNpaslbUDw "Agents can use Invoice Case Management to manage and work on invoice inquiry cases raised by employees and suppliers to resolve issues related to invoices.")
* [Using Accounts Payable Invoice Processing](https://servicenow-prod.fluidtopics.net/bWMkPO4ZY2L5MXUptzDt9g "Accounts Payable Specialists can use the Accounts Payable Invoice Processing application to manage and work on invoice processing cases to perform end-to-end invoice processing, from invoice ingestion to approval.")
* [Advanced Work Assignment in Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/UT206zdTyrdORtuQJbirsQ "Advanced Work Assignment (AWA) automatically assigns work items to Accounts Payable Operations agents based on their availability, capacity and skills. AWA pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. The work items are available in Agent workspace inbox.")
* [Using Advanced Work Assignment for Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/hVRiX00KEDVtJWMI5IO5Rw "AWA enables suppliers to interact with Accounts Payable Operations agents inquire or resolve invoice-related queries.")
* [Interaction management in Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/0iJauY7g48SV82mmx0EFrA "Any request for assistance made to an Accounts Payable specialist via email, chat, phone is logged in an auto-generated interaction record. Agents can choose to create a case from the interaction record, create a request, and associate an interaction record with an existing invoice case record.")
* [Composing emails with predefined content from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/7f_lY0jJvmLVvlHSFEXAcg "Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.")
* [Playbook for updating the invoice primary data](https://servicenow-prod.fluidtopics.net/i4bYHl~~l0k_kldg4xariA "Playbooks provide Accounts Payable admins or specialists to visualize invoice processing workflows in a simplified, task oriented, actionable view.")  
**Related tasks**   

* [Create a knowledge base article about invoice](https://servicenow-prod.fluidtopics.net/PcRoI1Z0FBtfJ4dKH0rXSQ "Create a knowledge base article to share invoice information and policies with your employees and suppliers.")
* [Configure Advanced Work Assignment for Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/wiPNpGe7VEWMWqJwu2pnZw "Configure AWA for APO to ensure that requests or queries received via email, chat, messenger are routed to the respective APO agents belonging to defined groups.")
* [Working with Advanced Work Assignment](https://servicenow-prod.fluidtopics.net/YtKtIu4SibsV_ioU7C3rpg "Suppliers interact with APO agents for invoice inquiry cases using the live chat.")