---
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


---

# Offboard a supplier from the Source-to-Pay Workspace

# Offboard a supplier from the 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

Offboard a supplier due to performance issues or when you learn that the supplier follows practices that are inconsistent or unethical.

## Before you begin

Role required: sn_slm.manager, sn_slm.owner, or sn_slm.admin  
Note:  
The sn_slm.owner role can offboard only the suppliers they own.

## Procedure

1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
2. Under Quick actions, select Create case.
3. On the Create New Supplier Case form, fill in the fields.  
   For more information about the form fields and descriptions, see [Create New Supplier Case form](https://servicenow-prod.fluidtopics.net/hErh3G~6~1aN6wfnHzJOjA "Use the Create New Supplier Case form to enter supplier case details and provide resolution information.").
4. From the Case type field, Offboard a supplier.
5. Select Save.  
   The application creates a case of type Offboard a supplier.
6. Select Submit Case.

## What to do next

The supplier manager or supplier owner can continue to offboard the supplier using the Playbook tab on the Case Details page. For more information, see [Offboard suppliers using the supplier offboarding playbook](https://servicenow-prod.fluidtopics.net/NNDN0Be00BQUtXlG8DXEwQ "Supplier owners and supplier managers can use the supplier offboarding playbook to complete the tasks and activities that are needed to offboard suppliers.").
* **[Offboard suppliers using the supplier offboarding playbook](https://servicenow-prod.fluidtopics.net/NNDN0Be00BQUtXlG8DXEwQ)**   
  Supplier owners and supplier managers can use the supplier offboarding playbook to complete the tasks and activities that are needed to offboard suppliers.

**Related concepts**   

* [Managing supplier cases from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/Wou65kZci3EdbBvos2GUoQ "You can create and manage supplier cases for suppliers in the Source-to-Pay Workspace.")
* [Managing supplier tasks from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/IafUnCPTQmmhidI~Yxjk_Q "You can create and manage tasks for suppliers and internal users in the Source-to-Pay Workspace.")
* [Managing supplier contacts from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/uzn3fHlhrj7H3diMTOWn1A "Add or remove contacts, elevate access or remove elevated access to contacts from the Source-to-Pay Workspace.")
* [Interaction Management in Supplier Lifecycle Operations](https://servicenow-prod.fluidtopics.net/Eb1FKdsaVpv0eQYRrJQX8g "Interactions are a centralized location for all communication channels available in Source-to-Pay Workspace. Interaction Management involves managing supplier-related queries from different sources, such as an email, chat, message, or SMS.")
* [Composing emails with predefined content from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/6OEh9zN7BDK4HTRWYJsU6g "Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.")  
**Related tasks**   

* [Create a supplier from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/2muC8fcZ2qmGfQ_NTwEdYA "Create a supplier to quickly onboard the supplier using playbooks and start purchasing goods and services.")
* [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.")
* [Edit supplier details from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/eRRESQIVDfkCbYvEIFvpSQ "Add or modify the details of an existing supplier.")
* [Manage documents from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/k22DoNAnpUnhWCpJyJScwQ "Manage documents by uploading, updating and downloading the required documents from the Source-to-Pay Workspace.")
* [Accept an incoming chat request from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/NpyRrUcFXpj767hJZhuTvA "As a supplier fulfiller, accept an incoming chat request from the Supplier Manager Workspace Inbox to start a chat session with a supplier contact.")

*[\>]: and then