--- 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 --- # Source-to-Pay Workspace Supplier page # Source-to-Pay Workspace Supplier page {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 10 minutes to read As a supplier manager, view all the information about a supplier, view supplier locations, manage cases, and view procurement information. Open the Source-to-Pay Workspace Details page by navigating to AllSupplier Lifecycle OperationsSource-to-Pay Workspace. Under Quick Actions, select Manage my suppliers, and then in the Legal name column of the My suppliers form, select the link to the legal name of the supplier to view more details about the supplier. The Details page contains the following tabs that display relevant information related to the supplier. * About * Details * Related work * Spend * Risk * Performance * KPI management * Subsidiaries * Documents {#supp-ws-details-page__ul_lth_p2d_jsb} ## About tab {#supp-ws-details-page__section_t3s_l2d_jsb} The About tab displays information about the supplier, supplier relationship, similar suppliers, and supplier locations.{#supp-ws-details-page__table_gzt_tfd_jsb__entry__2} | Title | Description | |-|-| | Sections || | Supplier details | Displays supplier details, such as legal name, DUNS number, country of registration, stock symbol, number of employees. You can edit the supplier details, if needed. | | Relationship summary | Displays details about whether the supplier has been onboarded, who onboarded the supplier and on which date, and who is the supplier relationship manager. | | Relationship manager | Person responsible for managing the relationship with this supplier. Select the email icon (![Email icon.]()) to send an email to the relationship manager. | | Similar suppliers | Displays suppliers that provide products and services similar to the one that you're currently viewing. | | Supplier news | Displays news and significant events related to the suppliers that you manage, so that you can take action to reduce the impact to the business. For example, news related to mergers and acquisitions, cybersecurity events, fines and sanctions, bankruptcy, negative news, and so on. By default, Supplier Lifecycle Operations retrieves supplier news and activities using the Bing News Search API. The News Integration for Supplier Lifecycle Operations plugin (com.snc.sn_supplier_news) provides you with the flexibility to dynamically fetch news and activities related to a supplier by using any API of your choice. For more information, see [Configuring a custom API to dynamically fetch supplier news](https://servicenow-prod.fluidtopics.net/Vjnozdc4G95BGnYv6eStYA "By default, News Integration for Supplier Lifecycle Operations retrieves the supplier news and activities using the Microsoft Bing News Search API."). | | Related Links | Displays links that enable you to view additional information pertaining to suppliers: * Banking information * Product codes * Email domains * Contracts * Supplier products {#supp-ws-details-page__ul_zwz_szp_tbc} | | Supplier locations | Displays the geographical location of the suppliers on a map. Note: The Map UI component for threat and alert data feeds (com.sn_fam_map) plugin enables you to view and manage this section. Verify that you have configured the FAM map properties. For more information, see [Configure properties for Supplier Lifecycle Operations](https://servicenow-prod.fluidtopics.net/mE02kSVyJBurgueqzEWIdw "Use these properties to configure settings for the Supplier Lifecycle Operations application from the Properties page."). You can do the following: * Select the add supplier location icon (![Add supplier location icon.]()) to add a supplier location. For more information, see [Add a supplier location from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/yEr_ADngZHiicCoPX3wh~g "Add a supplier location to visualize the geographical location that suppliers run their operations from."). * Select the toggle list view icon (![Toggle list view icon.]()) to open the list view, which displays a list of all the supplier locations. Select the toggle map view icon (![Toggle map view icon.]()) to return to the map view. * Select the toggle full screen view icon (![Toggle fullscreen view icon.]()) to view the map in full screen. Select the toggle full screen view icon (![Toggle fullscreen view icon.]()) to exit the full screen mode. {#supp-ws-details-page__ul_efs_kmn_15b} | | Supplier contacts | Displays information about the supplier contacts. Also indicates which user is the primary contact. You can add new supplier contacts, if needed. For more information, see [Add a supplier contact from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/Q7l7I6mGFggR8fEql2mu0A "Add the supplier contacts so that they can access the Supplier Collaboration Portal and start working on the most important tasks."). It also contains the following links: * View registered: Select this link to view the list of the supplier contacts that have been registered. The link name shows the count of registered contacts in parentheses. * View pending: Select this link to view the list of the cases for supplier contacts that are pending and not yet registered. The link name shows the count of pending contacts in parentheses. {#supp-ws-details-page__ul_zqr_5r3_w5b} Note: The View pending and View registered links are displayed only when a supplier has more than 5 supplier contacts. | | Option || | Contextual side panel | This panel appears below the UI actions. Select the supplier overview icon (![Supplier overview icon.]()) to open the following panels: * Supplier overview: Displays information about the supplier. * Supplier contacts: Displays information about the supplier contacts. An Admin label next to the contact's name indicates that the contact is a primary contact. If a supplier has more than 5 supplier contacts, the View all option is displayed. Select View all to view a list of all the contacts for the supplier. {#supp-ws-details-page__ul_l1m_cjq_bvb} Select the attachments icon (![Attachments icon.]()) to open the Attachments panel, which enables you to attach documents to the case. Select the agent assist icon (![Agent Assist icon.]()) to open the Agent Assist panel, which enables you to search for information across multiple sources such as catalog items, knowledge articles, supplier cases, problems, and open incidents. | | Options to sync supplier data with an external third-party application | Select Connect to external data: Enables you to synchronize the supplier data from an external third-party application so that you can view the latest supplier details in the Source-to-Pay Workspace Select Sync with external data to synchronize with an external third-party application to update the supplier details in the Source-to-Pay Workspace Note: The Sync with external data option replaces the Connect to external data option after you import supplier details for the first time using the Connect to external data option. For more information, see [Synchronize supplier data using external third-party application](https://servicenow-prod.fluidtopics.net/bmT~6aw_r9HQM69tToMNGQ "Synchronize supplier data with any external third-party application to ensure that you are working with the latest data in the Source-to-Pay Workspace."). | | Options to create supplier cases and supplier tasks | Select the Create drop-down list to view these options: * Create supplier case: Enables you to create a supplier case. For more information, see [Create a supplier case](https://servicenow-prod.fluidtopics.net/ZoYMx9MClsId8TzQx~IFig "As a procurement specialist, with an additional supplier role of sn_supplier.fulfiller, create a supplier case from the list view of Source-to-Pay Workspace to address your supplier-related business needs."). * Create supplier task: Enables you to create a task for a supplier case. For more information, see [Create a task for a supplier case from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/g~OEvAPwW07P6~kY9rjY8w "You can create a task for a supplier case and assign it to a supplier contact.") {#supp-ws-details-page__ul_h1j_kdh_wtb} | | Option to save supplier details | If you update the supplier details, select Save to save the data to the supplier record. | | Option to delete a supplier | Select the see actions icon (![See actions icon.]()) and select Delete to delete a supplier. | [Table 1. Sections on the About tab] {#supp-ws-details-page__table_gzt_tfd_jsb} ## Details tab {#supp-ws-details-page__section_hjy_mmt_4tb} The Details tab displays information about the supplier. Note: The fields on this tab are editable. You can update the supplier details and select Save to save the data. {#supp-ws-details-page__table_z5n_bqt_4tb__entry__2} | Field | Description | |-|-| | Supplier || | Number | An auto-generated number that uniquely identifies a supplier. | | Legal name | Name of the supplier. | | ERP supplier code | Company code of the supplier in the ERP system. | | Parent entity | Name of the parent company of the supplier. | | Global company | Name of the global company of the supplier. | | Relationship manager | Person responsible for managing the relationship with this supplier. | | Relationship status | Business relationship that is designated to the supplier. The options are Strategic, Valued, Tactical, or Excluded. | | Onboarded | Whether the supplier is onboarded. The options are Yes or No. | | Preferred | Whether the supplier is preferred. The options are Yes or No. | | General || | Street address | Street where the supplier is located. | | City | City where the supplier is located. | | State / Province | State or province where the supplier is located. | | Country | Country where the supplier is located. | | Industry | The type of industry the supplier belongs to. | | Website | Website of the supplier. | | Image | Option to attach an image of the supplier logo. Select Attach image and select the image you want to attach. | [Table 2. Fields on the Details tab] {#supp-ws-details-page__table_z5n_bqt_4tb} ## Related work tab The Related work tab displays information about cases, tasks, sourcing requests, risk assessments, purchase requisitions, and shipments. The Related work tab contains the Lists section on the left, which contains the modules that display information about cases, tasks, sourcing requests, risk assessments, purchase requisitions, and shipments. The Lists section displays the count of records in each module. You can select a module to view a list of records in that module. In the Number column, select the record number link to view more details pertaining to that record. {#supp-ws-details-page__table_y2n_ykj_xsb__entry__2} | Module | Description | |-|-| | Cases | Displays a list of cases for the supplier. | | Tasks | Displays a list of tasks for the supplier. | | Risk assessments | Displays a list of risk assessments for the supplier. Note: This module is displayed only if you have installed the Vendor Risk Management (com.sn_vdr_risk_asmt) plugin. | | Purchase requisitions | Displays a list of purchase requisitions for the supplier. Note: This module is displayed only if you have installed the Sourcing and Purchasing Automation (com.snc.sn_pr) plugin. | | Purchase orders | Displays a list of purchase orders for the supplier. Note: This module is displayed only if you have installed the Sourcing and Purchasing Automation (com.snc.sn_pr) and Source-to-Pay Common Architecture (com.snc.sn_shop) plugins. | | Shipments | Note: This module is displayed only if you have installed the Supply Chain Exception Management (com.snc.sn_scm_core) plugin. | | Invoices | Displays a list of invoices for the supplier. Note: This module is displayed only if you have installed the Sourcing and Purchasing Automation (com.snc.sn_pr) and Source-to-Pay Common Architecture (com.snc.sn_shop) plugins. | [Table 3. Modules on the Related work tab] {#supp-ws-details-page__table_y2n_ykj_xsb} ## Spend tab {#supp-ws-details-page__section_kcf_qgd_jsb} The Spend tab displays information about open purchase orders, open invoices, your total spend, total savings, and the trend of your spend and savings over time. Note: The Spend tab becomes available in the Source-to-Pay Workspace only if you install the Source-to-Pay Common Architecture (com.snc.sn_shop) plugin. The Spend tab displays information about open purchase orders, open invoices, your total spend, total savings, and a graphical representation of the trend of your spend and savings over time. For detailed information about each component, select an individual widget or chart. Figure 1. Spend tab {#supp-ws-details-page__table_mhj_dkb_zsb__entry__3} | Title | Type | Description | |-|-|-| | Summary - Total Spend ||| | All Time | Widget | View the total spend till date. | | This Year | Widget | View the total spend for the year. | | This Quarter | Widget | View the total spend for the quarter. | | This Month | Widget | View the total spend for the quarter. | | Summary - Total Savings ||| | All Time | Widget | View the total savings till date. | | This Year | Widget | View the total savings for the year. | | This Quarter | Widget | View the total savings for the quarter. | | This Month | Widget | View the total savings for the quarter. | | Summary ||| | Spend vs. Savings over time | Graph | Displays a graphical presentation of spend versus savings over a given period of time. | | Purchase orders ||| | Number | Column | An auto-generated number that uniquely identifies the purchase order. In the Number column, select the link to the record number to view more details. | | Display name | Column | Name of the purchase order for a supplier product. | | Total amount | Column | The total cost of purchase requisition calculated as the sum from all related purchase lines. | | Status | Column | State of the purchase order. | | Created | Column | Date on which this purchase order is created. | | Created by | Column | Person who created the purchase order. | | Invoices ||| | Number | Column | An auto-generated number that uniquely identifies the invoice. In the Number column, select the link to the record number to view more details. | | Purchase order | Column | Purchase order with which this invoice is associated. | | State | Column | Status of the invoice. | | Invoice date | Column | Date on which this invoice is created. | | Created by | Column | Person who created the invoice. | | Contracts ||| | Number | Column | An auto-generated number that uniquely identifies the contract record. In the Number column, select the link to the record number to view more details. | | Name | Column | Short description of the contract. | | Total cost | Column | Final cost of the contract. | | State | Column | Current state of the contract. | | Substate | Column | Current substate of the contract. | | Start date | Column | Date on which the contract takes effect. | | End date | Column | Date on which the contract expires | [Table 4. Sections on the Spend tab] {#supp-ws-details-page__table_mhj_dkb_zsb} ## Risk tab {#supp-ws-details-page__section_n2s_bxz_s1c} The Risk tab displays third-party name and process information, summary reports, risk intelligence scores, and tracking data for issues and tasks. On most reports, you can select an item to view the underlying data. The Risk tab is displayed only if you have installed the Third-party Risk Management \[com.sn_vdr_risk_asmt\] and GRC: Vendor Risk Management Workspace (com.sn_vdr_risk_asmt_workspace) plugins. To know more about the information displayed on the Risk tab, see [Viewing summarized risk information for a third party](https://www.servicenow.com/docs/access?context=tprm-ws-tab-tp-risk-overview&version=xanadu&pubname=xanadu-governance-risk-compliance&ft:locale=en-US). ## Performance {#supp-ws-details-page__section_od1_vft_zcc} The Performance tab displays the Dashboard which enables monitoring and managing supplier performance effectively and making data-driven decisions. You can view the overall supplier score, risk score, individual KPI scores, and domain-specific scores. The Performance tab is displayed only if you have installed the KPI Framework (com.snc.sn_kpi) and Supplier Relationship and Performance Management (com.snc.sn_slm_perf) plugins. To know more about the information displayed on the Performance tab, see [View supplier performance dashboard](https://servicenow-prod.fluidtopics.net/jAt27m0gKlvYBG7_2kPGHg "You can view the overall supplier score, risk score, individual KPI scores, and performance domain-specific scores in the supplier performance dashboard."). ## KPI Management {#supp-ws-details-page__section_p3l_2gt_zcc} The KPI Management tab provides comprehensive visibility into the performance scores of all KPIs. KPIs are grouped by domains (such as Inventory and Quality) and include critical details such as weight, frequency, and status. The KPI Management tab is displayed only if you have installed the KPI Framework (com.snc.sn_kpi) and Supplier Relationship and Performance Management (com.snc.sn_slm_perf) plugins. To know more about the information displayed on the KPI Management tab, see [Manage supplier KPIs from the supplier record page of the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/G~iKB3hwgThrAJ0~39k1lg "You can view the latest KPI data that is collected for a particular supplier from the supplier page of the Source-to-Pay Workspace."). ## Subsidiaries tab {#supp-ws-details-page__section_s24_nzv_ryb} The Subsidiaries tab displays all the subsidiaries of the supplier. The Subsidiaries tab contains the Add option, which enables you to quickly add a subsidiary of the supplier. For more information, see [Add a subsidiary for a supplier from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/R6fWCHdOHnqA5ncuuDWbNw "If a supplier has subsidiaries, you can add them to that supplier from the Source-to-Pay Workspace."). ## Documents tab {#supp-ws-details-page__section_ajl_n2f_cvb} The Documents tab displays information about the required documents that the suppliers upload by either using this tab or from the Supplier Collaboration Portal. The Documents tab contains the Link Documents option, which enables you to quickly add an already uploaded document without creating a new one. Access to the Link Documents option is controlled by the user criteria you set on the Manage access tab when creating the supplier document configuration. For more information, see [Create a supplier document configuration](https://servicenow-prod.fluidtopics.net/QARQkFIXSBaTBklAXGUgDg "Create a supplier document configuration to define when to run the configuration, who can view the upload request and upload the documents, and whether to send notifications when documents are uploaded or have expired."). *[\>]: and then