Playbook for updating the supplier primary data
Summarize
Summary of Playbook for Updating the Supplier Primary Data
The Source-to-Pay Workspace includes a playbook designed to guide users through the process of updating supplier primary data. This playbook provides a structured approach for managing requests from suppliers and internal teams for updates related to banking information, supplier details, location changes, and sanction screenings.
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Key Features
- Case Initiation: Cases can be initiated via the Supplier Collaboration Portal or created by supplier managers and fulfillers within the Source-to-Pay Workspace.
- Case Flow: The playbook outlines a series of stages and activities necessary for resolving supplier cases efficiently.
- Activity Management: Users can assign cases, approve or reject changes, verify updates in ServiceNow, notify suppliers, and complete cases through predefined actions.
Key Outcomes
Upon following the playbook, users can expect to:
- Efficiently manage and update supplier primary data requests.
- Ensure all changes are processed and communicated effectively to suppliers.
- Achieve a clear record of case statuses, whether completed or rejected, with appropriate documentation.
Source-to-Pay Workspace includes a playbook that you use for updating the supplier primary data.
Review supplier primary data request playbook
This playbook provides step-by-step guidance for cases related to updating supplier primary data. The playbook includes a supplier case flow containing various stages and activities that you must complete to close the supplier case. For more information, see Interact with Playbook.
- A supplier contact submits a request for updating the supplier primary data using the supplier catalog item from the Supplier Collaboration Portal
- A supplier manager or fulfiller creates a case for updating the supplier primary data from the Source-to-Pay Workspace
The application opens the case on the Playbook tab on the Details page.
This playbook is displayed only for these case types:
- Banking information change request
- Supplier information change request
- Supplier location change request
- Conduct sanction screening
Review supplier primary data request playbook flow
The following diagram illustrates the flow of the activities in each stage of the Review supplier primary data request playbook.
Review supplier primary data request playbook stages and activities
The playbook contains the following stages and activities.
| Stage | Activity | Activity Details |
|---|---|---|
| Review case | Assign case | As a supplier manager or fulfiller, you can use this activity to assign the case to a different person or keep the case assigned to you. You can do the following:
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| Approve changes | As a supplier manager or fulfiller, you can use this activity to decide whether to approve or reject the case. This activity has the options:
For more information, see Non-Interactive activities. |
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| Process change request | Verify changes are made in other systems | This activity informs you that changes to this request have been processed in ServiceNow. If applicable, please verify that the details of this case have also been processed in all other systems. You can do the following:
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| Notify the supplier | A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text. You can do the following:
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| Complete case | As a supplier manager or fulfiller, you can update the state of the case and complete the case. You can do the following:
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| Reject Changes | Notify the supplier | A draft email appears with pre-populated data in the To and Subject fields. The email body is pre-populated with the relevant text. You can do the following:
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| Complete case | As a supplier manager or fulfiller, you can update the state of the case and reject the case. You can do the following:
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