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

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    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

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workflow :

    - Creator


---

# Source-to-Pay Workspace

# Source-to-Pay Workspace {#ariaid-title1}

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

As a Procurement Specialist, you can easily complete your actionable tasks within the
premises of an enhanced user experience with Source-to-Pay Workspace.

The Source-to-Pay Workspace application provides experiences and tools
for a Procurement Specialist to source, negotiate, and procure the goods and services that an
organization requires. It also enables them to address and work on tasks related to
procurement.  
The Source-to-Pay Workspace application is a dependent application and is automatically installed if any of the following applications are installed:

* Source-to-Pay Common Architecture
* Procurement Case Management

{#procurement-specialist-workspace__ul_cpk_fpk_4pb}However, if you wish to install just the Source-to-Pay Workspace application, the dependent application Procurement Case Management is also installed along with.

For more information, see [Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/TOTOc2xbiEhbM8PO4O7bCw "The Source-to-Pay Workspace provides experiences and tools that you can use to work on various activities, such as procuring goods, onboarding high-performing suppliers, and processing invoices.").
* **[Work prioritization](https://servicenow-prod.fluidtopics.net/HOxxU6dgRATQNNUOgKeo5g)**   
  Priority is automatically assigned to purchase requisitions, sourcing requests, and procurement cases that your procurement specialists must work on, based on decisions configured by your administrators through decision tables.
* **[Add a sourcing request to a negotiation event](https://servicenow-prod.fluidtopics.net/YTdYqhPGaj5cO9u5bMlPCw)**   
  You can manage multi-supplier and multi-product negotiations by mapping similar sourcing requests and related negotiations to a negotiation event.
* **[Supplier qualification](https://servicenow-prod.fluidtopics.net/AgfyglpfcfkFAPOXsATx9w)**   
  As a procurement specialist or Procurement Case Management (PCM) agent, you would want to engage with suppliers who are qualified to fulfill your organization's purchasing needs.
* **[Work on a negotiation event](https://servicenow-prod.fluidtopics.net/437HmbNCTUVbunTjE7k62g)**   
  You can work on a negotiation event and complete an entire workflow, right from starting negotiations with multiple suppliers, to awarding one or multiple suppliers, or rejecting bids. Awarding suppliers create purchase requisitions for the selected suppliers and items.
* **[Award multiple suppliers from a negotiation event](https://servicenow-prod.fluidtopics.net/u2MpgCz_7ZKxbM1pCKzZ9w)**   
  When negotiations are complete for a negotiation event, you can award one or multiple suppliers from the negotiation event, or reject all bids, as required. Awarding suppliers create purchase requisitions for the selected suppliers and items.
* **[Create a quick case](https://servicenow-prod.fluidtopics.net/FeiethszqK1Mrz~xkBQzqw)**   
  As a procurement specialist, quickly create a procurement case from the plus icon on Source-to-Pay Workspace. With an additional supplier role of sn_supplier.fulfiller, you can similarly create a supplier case.
* **[Create a procurement case](https://servicenow-prod.fluidtopics.net/W09RvikFj~swOOTbMopQkw)**   
  As a procurement specialist, create a procurement case from the list view of Source-to-Pay Workspace to address your procurement-related business needs.
* **[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 a procurement task](https://servicenow-prod.fluidtopics.net/2pX~dFH1E0wEj8QWgFswVQ)**   
  As a procurement specialist, create a procurement task for the shopper or employer from the contextual panel of a procurement object details page in Source-to-Pay Workspace, to address your procurement-related business needs.
* **[Email composer with quick messages and response templates in Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/stPiyMIlY8UVGa4oRolgMw)**   
  Insert predefined content into the message body of emails that you send from the email client in Source-to-Pay Workspace.
* **[Agent assist in Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/No4jLXBTSSxghh3gdc2dBw)**   
  Agent assist in Source-to-Pay Workspace automatically displays relevant search results based on the search text, which is defaulted with the short description of the procurement case you're working on. You can edit the search text as required. These search results help you to work on the record.
* **[Process Automation Designer flows for playbook](https://servicenow-prod.fluidtopics.net/meLO7PvdZ2ij0aloyx8YAw)**   
  The procurement workspace helps you automate the entire process, right from tracking the requests, fulfillment, and to order revision flows.
* **[Interaction Management in Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/_z1gBUAgZMF6pniz04WHOw)**   
  Interactions are a centralized location for all communication channels available in Source-to-Pay Workspace. Interaction Management involves managing procurement related queries from different sources such as an email, chat, message, or SMS.
* **[Email notifications from Playbook](https://servicenow-prod.fluidtopics.net/i_pkYweTYWjJJ4RdF4ARtQ)**   
  Several email notifications are triggered from Playbook. This may be a result of your action, an assignment for you, or to keep you updated on the status of your purchases, including purchase revisions.
* **[Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/s9lAjTa0fqT1wlLR4rI52g)**   
  Playbooks provide a streamlined and consistent way of accomplishing various tasks, such as editing a purchase order, editing a purchase requisition, approving or rejecting cancellation requests, and so on.

**Related concepts**   

* [My purchases on Shopping Hub](https://servicenow-prod.fluidtopics.net/NNdWHAAMI7TbPIrOdI9umg "As a shopper, you can view all the purchases made from your shopping account by selecting My purchases from your Shopping Hub profile.")
* [Shopping Hub Mobile](https://servicenow-prod.fluidtopics.net/ti7u220MMvTwCLDoysgkhw "The ServiceNow Shopping Hub Mobile app enables you to engage with procurement organizations from a mobile device. Shopping Hub Mobile is available on the Now Mobile app and is supported on iOS and Android devices.")
* [Performance Analytics for Sourcing and Procurement Operations](https://servicenow-prod.fluidtopics.net/l34YKsmfBug7nFmK39tUDA "With this application, you can use a set of pre-configured metrics and dashboards to assess spend, operational efficiency, and team performance across the Sourcing and Procurement Operations product.")
* [Procurement Case Management](https://servicenow-prod.fluidtopics.net/PZQt4GAfbCzvZJ2NBMJa3A "With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base. You can also enable your procurement teams to automate their fulfillment processes so that they can manage and monitor the progress of their tasks.")
* [AI Search for Sourcing and Procurement Operations](https://servicenow-prod.fluidtopics.net/5TZJ7xOFtJP3yBn8nG3_0Q "The AI Search application provides a modern consumer-grade search engine for the Service Portal, Employee Center (EC), Mobile, and Virtual Agent.")  
**Related reference**   

* [Sourcing and Purchasing Automation](https://servicenow-prod.fluidtopics.net/LOb9PNNLbhKfcUd4Ag2Oiw "Sourcing and Purchasing Automation for Shopping Hub includes workflows that help support the user interface purchasing experience for the shopper. These workflows consist of sourcing requests, negotiations, purchase requisitions, contracts, purchase orders, receipts, and invoices.")

