Using Supplier Collaboration Portal in APO
The Supplier Collaboration Portal enables suppliers to interact with Accounts Payable specialists to submit invoices, create inquiry cases, and manage tasks.
Supplier and supplier contact management
APO grants supplier contacts access to the Supplier Collaboration Portal to manage invoices and invoice inquiries, handle tasks, and submit invoices or inquiries through the portal, Virtual Agent, or Live Agent chat.
APO does not include workflows to onboard suppliers or to add and update supplier contacts. These workflows are part of SLO. If your instance has APO without SLO, import supplier and supplier contact records into ServiceNow from your ERP or other system of record instead of using the SLO onboarding workflow. For more information, see Manage supplier contacts from the Source-to-Pay Workspace and Add a supplier contact from the Source-to-Pay Workspace.
Each supplier contact record requires a linked user record. When you import a supplier contact, create a corresponding user record that stores the contact's user ID and password so the contact can log in to the Supplier Collaboration Portal with credentials set up outside ServiceNow.
Supplier Portal Collaboration header
The portal header is located at the top-right corner of the home page contains the following options.
| Option | Description |
|---|---|
| My Tasks | Lists all the tasks that are assigned to the logged-in user. For more information on tasks, see Working with tasks in Supplier Collaboration Portal header. |
| My Requests | Opens the My Requests page, which lists all the requests assigned to you. |
| Submit a request | Supplier raises invoice requests. |
For more information regarding the Supplier Portal Collaboration header options, see Working with tasks in Supplier Collaboration Portal header.
Supplier Collaboration Portal widgets
The Supplier Collaboration Portal integrated with Accounts Payable Operations consists of the following widgets. For more information on Supplier Collaboration Portal widgets, see Supplier Collaboration Portal.
My active items widget
As a supplier contact, you can view specific items from the following tiles in the My active items widget:
| Item | Description |
|---|---|
| Tasks | Opens the My Tasks list page, which lists all the tasks that are assigned to the supplier. For more information on tasks, see Working with tasks in Supplier Collaboration Portal header. |
| Requests | Lists all the invoice inquiry cases for the supplier. For more information on inquiry requests, see Working with My Requests. |
| Invoices | Lists the invoices for supplier to view the invoice details and raise invoice related inquiry case. For more information on invoice inquiry see Submit an Invoice Inquiry.Note: From the invoice form, you can submit an inquiry case. For more details on inquiry case, see Submit an Invoice Inquiry . |
My Requests widget
Displays a list of invoice inquiry cases that you have submitted. Selecting a case directly opens the My Requests page so that you can work on that inquiry case. Select View All to view the list of all inquiry cases that you have submitted. For more information on My Requests widget, see Working with My Requests.
For more information on installing Supplier Collaboration Portal, see Configure Supplier Lifecycle Operations.
Important: After you install Supplier Collaboration Portal, approve the restricted caller access privileges that installation generates. If these privileges remain unapproved, suppliers encounter errors when they use the portal. For more information, see Restricted caller access approvals for Supplier Collaboration Portal.
- Explicit roles plugin
The Explicit Roles plugin controls which users can access APO by requiring every user to have at least one explicit role assignment. - Working with tasks in Supplier Collaboration Portal header
View and manage exception tasks and invoice inquiry requests assigned to your supplier account using the Tasks menu in the Supplier Collaboration Portal header. - Working with My Requests
View and manage invoice inquiry cases assigned to you as a supplier, including responding to requests from the Accounts Payable team. - Create Universal Request from Supplier portal
Create a Universal Request (UR) from the Supplier Collaboration Portal to submit invoice inquiries directly to the Source-to-Pay Workspace for processing. - Working with Supplier Catalog
Suppliers use the Supplier Catalog to submit invoice inquiries and new invoices to the Accounts Payable Operations team for evaluation and resolution. - Virtual agent flows
Suppliers can check the invoice and inquiry statuses, create inquiry cases in the supplier portal using the chat channel. Suppliers can also use the virtual agent to view predefined chatbot topics.
Parent Topic:Accounts Payable Operations overview
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