---
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 :

    - stpop

workflow :

    - Creator


---

# Improve sourcing experience when working with new suppliers

# Improve sourcing experience when working with new suppliers {#ariaid-title1}

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

With Sourcing and Procurement Operations and Supplier Lifecycle Operations together, provide complete visibility to all the stakeholders involved in the sourcing process, along with improved supplier onboarding experience.

## Workflow of the sourcing experience {#spo-slo-sourcing-with-new-suppliers__section_cbx_r4x_zyb}

The following figure shows how an employee, procurement specialist, supplier manager, and supplier use the SPO and SLO applications together to get complete visibility into the sourcing process and simultaneously enjoy improved
supplier onboarding experience.
Figure 1. Workflow of the sourcing experience  
In this workflow:

1. An employee visits Shopping Hub (or Employee Center) and creates a sourcing request with a new supplier to be onboarded.
2. Work assignment rules route the request to a procurement specialist's workspace.
3. The procurement specialist initiates automated supplier qualification, which creates required cases, including a new supplier onboarding case that is assigned to a supplier manager.
4. The supplier manager reviews the supplier onboarding case and uses the onboarding playbook in the supplier workspace to onboard suppliers.
5. The playbook generates tasks and assigns them to the supplier being onboarded.
6. The supplier contact views the assigned tasks in the Supplier Collaboration Portal.
7. The supplier contact completes the assigned tasks and submits the required questionnaire in the Supplier Collaboration Portal.
8. The supplier manager reviews the collected supplier data and completes the onboarding playbook in the supplier workspace.
9. The employee, procurement specialist, and supplier manager have complete visibility into the status of work, including supplier onboarding, through process completion, from their respective portals.
{#spo-slo-sourcing-with-new-suppliers__ol_z5x_pqx_zyb}

## Requirements for sourcing with a new supplier {#spo-slo-sourcing-with-new-suppliers__section_lhy_5qx_zyb}

Install and activate these plugins.

* Shopping Hub \[com.snc.sn_spend_uib\]
* Sourcing and Purchasing Automation \[com.snc.sn_pr\]
* Procurement Case Management \[com.sn_spend_psd\]
* Source-to-Pay Workspace \[com.sn_spend_workspace\]
* Playbooks for Sourcing and Procurement Operations \[com.sn_spend_cp\]
* Advanced Work Assignment for Sourcing and Procurement Operations \[com.snc.sn_spend_awa\]
* Supplier Common Architecture \[com.snc.sn_slm\]
* Supplier Lifecycle Operations \[com.snc.sn_supplier_mgmt\]
* Supplier Collaboration Portal \[com.snc.sn_supplier_sp\]
* Advanced Work Assignment for Supplier Lifecycle Operations \[com.snc.sn_slm_awa\]
* Source-to-Pay Common Architecture \[com.snc.sn_shop\]
* Finance Common Architecture \[com.sn_fin\]
* Common Service Delivery \[com.sn_spend_sdc\]
* Risk Assessments Integration for Sourcing and Procurement Operations \[com.sn_spend_vrm\]
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For information on the installation sequence, see [Application plugin installation sequence](https://servicenow-prod.fluidtopics.net/M4i~Kergi5qqee2ABMDiNQ "The following table provides the consolidated list of plugins for Sourcing and Procurement Operations, a high-level description of each plugin, and the dependencies that are required before installing each plugin.").

## Get started with sourcing with a new supplier {#spo-slo-sourcing-with-new-suppliers__section_lnx_1sx_zyb}

To get started with sourcing with a new supplier, follow these steps:

1. Request for a product or service that you don't see on Shopping Hub, and add a new supplier that you prefer to source it from. For more information, see [Requesting for products or services that you don't see on ShoppingHub](https://servicenow-prod.fluidtopics.net/msHZLkMjEmS8H7_A~8Jq1Q "As an employee, shopper, or business owner, you can place requests for one or more products or services that are currently not listed on the ShoppingHub portal. You can do this from ShoppingHub Home or directly from Employee Center.").

   Role: sn_shop.shopper.
2. Review the sourcing request and its associated purchase lines on the Source-to-Pay Workspace. For more information, see [SPO list page](https://servicenow-prod.fluidtopics.net/SkB2t9Iq0CzXsmVE3wGbpg "As a Procurement Case Management (PCM) Agent, view and work with your procurement cases, and view the knowledge base. When logged in as a Procurement Specialist however, you can also view and work with the various case types, knowledge base, orders, receipt acknowledgments, interactions, and primary data.").

   Role: sn_shop.procurement_specialist.
3. Begin the qualification process to onboard the new supplier. For more information, see [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.").

   Role: sn_shop.procurement_specialist.
4. Review the supplier onboarding case and start the supplier onboarding using playbooks. For more information, see [Using the supplier onboarding playbook to onboard suppliers](https://servicenow-prod.fluidtopics.net/m1igo_ni6rREzZVjcsEwqQ#use-playbooks-onboard-supp "Supplier owners and supplier managers can use the supplier onboarding playbook to complete the tasks and activities that are needed to onboard new suppliers.").

   Role: sn_slm.manager.
5. The playbook automatically creates supplier tasks to conduct risk assessment and to collect supplier information, such as banking information and location details.
6. Log in to the Supplier Collaboration Portal and complete the following:
   * Assigned tasks. For more information, see [Viewing supplier contact tasks from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/Q0AmEl1NOLbxUVRqkLEPqQ "View the tasks that are assigned to you and other supplier contacts.").
   * Risk assessment questionnaire. For more information, see [Complete a risk assessment from the Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/RLqnhmVTz_~jixvCBHe6Yg "As a supplier contact, you can view and complete your assigned risk assessments to help the supplier manager in evaluating a supplier before onboarding them.").

   {#spo-slo-sourcing-with-new-suppliers__ul_gnk_gsx_zyb}

   Role: sn_slm.contact.
7. Review the collected supplier information and determine whether to continue or cancel the onboarding process.Role: sn_slm.manager.

8. Complete the different activities in each stage of the playbook to successfully onboard the new supplier.Role: sn_slm.manager.

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