--- sourceDocument: Yokohama Finance and Supply Chain sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Employee --- # Configure Supplier Relationship and Performance Management # Configure Supplier Relationship and Performance Management {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively. Important: Check your entitlements to determine whether you have access to Supplier Relationship and Performance Management. Configuring Supplier Relationship and Performance Management (SRPM) involves the following: * Create KPI template and its thresholds: Define KPI template and thresholds to collect the metrics systematically by creating data collection tasks for evaluating supplier performance. * Create automated KPI template and KPIs: Define automated KPI template and KPIs to collect the metrics automatically from the specified data source and calculation method. * Create supplier-level KPIs: Add suppliers to a KPI template or vice versa to generate corresponding supplier-level KPI records and KPI collection tasks for the suppliers. * Create contract-level KPIs: Add KPI template to a supplier to generate corresponding contract-level KPI records and KPI collection tasks for the suppliers. * Configure Segmentation Rules: Configure segmentation rules to ensure consistent measurement and comparison of supplier performance, categorize suppliers into distinct groups based on specific criteria or characteristics. {#configuring-supplier-performance-mgmt__ul_khh_gt5_jcc} * **[Create KPI units](https://servicenow-prod.fluidtopics.net/XdO_CrnJrxdVN0PmQDca2A)** Create KPI units to be used as measurement units for the quantitative performance of the supplier KPIs. * **[Create KPI performance domains](https://servicenow-prod.fluidtopics.net/qaWXNe~APFtdL6f8opIcAw)** Create KPI performance domains to classify various KPIs into categories. The KPIs under different performance domains can be viewed in the KPI management tab and the Performance dashboard to measure the supplier performance. * **[KPI templates](https://servicenow-prod.fluidtopics.net/F9NiePusXZT~qKT7w_ZGdA)** KPI templates are created to define KPIs that can be used to measure supplier performance. * **[Create KPI thresholds](https://servicenow-prod.fluidtopics.net/GAOEnE4m0bMOgMLPqDMorw)** Create KPI thresholds that consist of predefined values that serve as benchmarks or limits for evaluating performance against specific objectives. * **[Create KPIs by adding suppliers to a KPI template](https://servicenow-prod.fluidtopics.net/TZIQBB8hKYda6MK0JYwdww)** You can add a new supplier whose performance you want to measure using the KPI template. Adding a supplier to a KPI template generates corresponding KPI records and KPI collection tasks for this supplier. * **[Create supplier-level KPIs from KPI management](https://servicenow-prod.fluidtopics.net/ljbKW4Ru3gC1HG3U2msarw)** You can add supplier-level for a supplier from the KPI management tab of the supplier page. You can also define contract-level KPIs under their respective supplier-level KPIs. * **[Create contract-level KPIs from KPI management](https://servicenow-prod.fluidtopics.net/7kKGdgObBKMxjmHYni1Cyg)** You can add contract-level KPIs for a supplier from the KPI management tab of the supplier page. Contract-level KPIs are defined under their respective supplier-level KPIs. * **[Create KPIs without using KPI template](https://servicenow-prod.fluidtopics.net/yZF1oT9GbA4onuq3X~2K3A)** You can add new KPIs for a supplier without using the existing KPI templates. Adding new KPIs directly generates the corresponding KPI templates. * **[Create segmentation rule](https://servicenow-prod.fluidtopics.net/t2bZErchiE7MQG79UdL0Qw)** Create a segmentation rule that defines criteria for categorizing suppliers into different segments based on various attributes or performance factors. **Related concepts** * [Supplier Document Management](https://servicenow-prod.fluidtopics.net/DzFvjGqqkqFfwk6tUjvXSw "Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.") * [Advanced Work Assignment for Supplier Lifecycle Operations](https://servicenow-prod.fluidtopics.net/3kwt~Dab4BSu7wkxDDqr9Q "Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.") * [Configure smart assessments](https://servicenow-prod.fluidtopics.net/z1EmvsnvpGL15uiDEYlLsA "Supplier managers can configure and create assessments in bulk for internal and external users by adding instructions, questions, and reference information from the Assessment Workspace.") **Related tasks** * [Install Supplier Lifecycle Operations](https://servicenow-prod.fluidtopics.net/QgdfCXgX_caqCqTf_4ktRg "You can install the Supplier Lifecycle Operations application (com.snc.sn_supplier_mgmt) 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.") * [Install Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/0pQo0lnAbRcQWIP8t28GvA "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.") * [Install Supplier Operations](https://servicenow-prod.fluidtopics.net/n25shC7hQ7aFV0t_dy1yRg "You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.") * [Install Supplier Payment Optimization](https://servicenow-prod.fluidtopics.net/t9a0CqmraIQcZWxsMGW8Hw "You can install the Supplier Payment Optimization application to identify, prioritize, and track high potential suppliers and estimate potential savings from credit card payments.") * [Configure the document template for the Sign document action type for supplier task](https://servicenow-prod.fluidtopics.net/xWhsGnO2n28Z7WpdoHWVJQ "Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document.") * [Enable M2M mapping between supplier contact and suppliers](https://servicenow-prod.fluidtopics.net/VHOg_FRSNSwLRZ_HnDBcCg "Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.") * [Install Universal Request for SLO](https://servicenow-prod.fluidtopics.net/Mj04pBWb2g3EIxkBPCpwcw "Install the Universal Request for Source-to-Pay Operations [sn_fsc_ur_common] plugin to use the Universal Request feature in SLO.") * [Create KPI units](https://servicenow-prod.fluidtopics.net/XdO_CrnJrxdVN0PmQDca2A "Create KPI units to be used as measurement units for the quantitative performance of the supplier KPIs.") * [Create KPI performance domains](https://servicenow-prod.fluidtopics.net/qaWXNe~APFtdL6f8opIcAw "Create KPI performance domains to classify various KPIs into categories. The KPIs under different performance domains can be viewed in the KPI management tab and the Performance dashboard to measure the supplier performance.") * [Create manual KPI templates](https://servicenow-prod.fluidtopics.net/sZGiElNjrjngkZLRY5YXCg "Create manual KPI templates to define KPIs that require users to manually input KPI data based on the frequency schedules.")