--- 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 --- # Supplier credit card enablement playbook # Supplier credit card enablement playbook {#ariaid-title1} * Release version: Yokohama * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Supplier Credit Card Enablement Playbook The Supplier Credit Card Enablement Playbook is designed to assist ServiceNow users in managing supplier cases for initiating credit card acceptance requests within the Source-to-Pay Workspace. It offers a structured approach with detailed guidance on each step of the process. Show full answer Show less ## Key Features * **Case Assignment:** Users can assign or reassign cases to different team members and can update case descriptions as needed. * **Supplier Propensity Score Review:** Users evaluate the propensity score to determine whether to proceed with or cancel the credit card acceptance case. * **Email Notifications:** A draft email is generated to notify suppliers about the credit card acceptance request, highlighting the benefits of this payment method. The email template is editable, but critical task buttons should remain unchanged to ensure functionality. * **Status Tracking:** Users can check the status of the request as suppliers review and approve credit card acceptance through the Supplier Collaboration Portal. * **Case Closure:** After processing necessary documents, users can mark cases as complete, updating their status to closed. ## Key Outcomes By utilizing this playbook, ServiceNow customers can efficiently manage supplier credit card acceptance requests, ensuring smooth communication with suppliers and quick resolution of cases. This process enhances payment flexibility and can lead to improved supplier relationships. Source-to-Pay Workspace includes a playbook to complete the supplier cases for initiating credit card acceptance requests. The Supplier credit card enablement playbook provides step-by-step guidance for completing the request. The playbook includes a customized supplier case flow including reviewing the case by checking the propensity score, creating the credit card acceptance task for the supplier contact, and notifying the supplier through email. Once the supplier contact accepts the credit card as the payment method, the case can be closed. For more information, see [Interact with Playbook](https://www.servicenow.com/docs/access?context=playbook-ui&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US). ## Supplier credit card enablement playbook stages and activities {#credit-card-enblmnt-playbook__section_eqj_qzx_ztb} The playbook contains the following stages and activities. {#credit-card-enblmnt-playbook__table_bgd_tzx_ztb__entry__3} | Stage | Activity | Activity Details | |-|-|-| | Review the case | Assign case | As a supplier manager or fulfiller, you can assign the case to a different person or keep the case assigned to you. You can do the following: 1. In the Assigned to search field, search for and select the person that you want to assign the case to. 2. In the Short description field, update the description for the case. 3. Select one of the following actions: * Select Save to save your changes. * Select Start work to start working on the case. {#credit-card-enblmnt-playbook__ul_qhp_d1y_ztb} {#credit-card-enblmnt-playbook__ol_lgz_4qy_nhc} | | Review the case | Review supplier propensity score | As a supplier manager or fulfiller, you can approve or cancel the case after reviewing the propensity score available for this supplier. | | Notify the supplier | Create credit card acceptance task | A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text informing them about the benefits of accepting credit card payments. Ensure that the email template remains editable. Note: Do not modify the task button, as any changes may cause the link to stop functioning. | | Notify the supplier | Notify the supplier | Send an email to the supplier informing that the credit card acceptance request has been initiated. Once the email is sent, a task is created for the supplier contact to review and approve the credit card acceptance request. | | Waiting for the supplier to decide on credit card acceptance | Check the status | The supplier contact reviews and approves the credit card acceptance request from the Supplier Collaboration Portal after providing the terminal ID and uploading the bank account proof document. | | Process change request | Close case | You can select Mark complete and Complete case to close the request. Updates the case to Closed Completed. | [Table 1. Stages in the Supplier credit card enablement playbook] {#credit-card-enblmnt-playbook__table_bgd_tzx_ztb} **Related concepts** * [Manage supplier cases from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/hrA2bAPVzieNA2dX76bH3w "You can create and manage supplier cases for suppliers in the Source-to-Pay Workspace.") * [Playbook for updating the supplier primary data](https://servicenow-prod.fluidtopics.net/fbpaN7KFiQLY1cN~_iiPhQ "Source-to-Pay Workspace includes a playbook that you use for updating the supplier primary data.") **Related tasks** * [Configure due dates for supplier cases](https://servicenow-prod.fluidtopics.net/ELlnMiPKrIu~bY8NDK4tWQ "Configure due dates for different case types so that the Due date field is auto-populated when you create supplier cases.") * [Create a case on behalf of a supplier from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/HnJ6bQoEoLB~OH59DXyPug "Create a supplier case to track the progress of supplier tasks, resolve issues related to supplier products or services, and request additional information from a supplier.")