Source-to-Pay Workspace
The Source-to-Pay Workspace provides experiences and tools that you can use to work on various activities, such as procuring goods, onboarding high-performing suppliers, and processing invoices.
The Source-to-Pay Operations (S2P) product suite includes the following products:
Regardless of whether you have installed the entire Source-to-Pay (S2P) product suite or any of the individual products that are part of the S2P suite, you use the Source-to-Pay Workspace to manage and work on all aspects and activities of Source-to-Pay Operations. Access to the landing pages and list views within the Source-to-Pay Workspace is role-based.
The Source-to-Pay Workspace application provides experiences and tools for a Procurement Specialist, Supplier Manager, and Accounts Payable Specialist, and Operational Buyer to work on cases and tasks related to Source-to-Pay Operations.
The Source-to-Pay Workspace application is a dependent application and is automatically installed if any of the following applications are installed:
- Source-to-Pay Common Architecture
- Procurement Case Management
- Supplier Lifecycle Operations
- Invoice Case Management
However, if you wish to install just the Source-to-Pay Workspace application, the dependent application Procurement Case Management is also installed along with.
End user and roles
| End user and goal | Required role |
|---|---|
| Procurement Specialist: View your open requests and purchasing to-dos. | sn\_shop.procurement\_specialist |
| PCM Agent: View your open requests and purchasing to-dos. | sn\_spend\_psd.agent |
| Accounts Payable Specialist: View your open requests and purchasing to-dos.Note: This role contains the PCM Agent role, and therefore has access to the same home page and modules as the PCM Agent. | sn\_shop.accounts\_payable\_specialist |
| Admin role for Canvas Core Application: View and make configuration changes to the widgets. | canvas\_admin |
| Supplier Fulfiller:- Create tasks - View suppliers related to assigned cases or tasks - View assigned cases and tasks, or tasks that are created by them - Update assigned cases and tasks, or tasks that are created by them | sn\_slm.fulfiller |
| Supplier Manager:- Create suppliers, cases, and tasks - View all the suppliers, cases, and tasks - Update only the suppliers they manage - Update the cases and tasks that they create or that are assigned to them | sn\_slm.manager |
| Supplier Administrator: Create, view, update, and delete all the suppliers, cases, and tasks. | sn\_slm.admin |
| Operational Buyer: View, track, and resolve purchase order exceptions | sn\_poem\_core.operational\_buyer |
- Source-to-Pay Operations workspace
The Source-to-Pay Workspace is the central workspace for managing all Source-to-Pay Operations products and activities, including procurement, supplier lifecycle management, and accounts payable. - Configure Source-to-Pay Workspace
Configure Source-to-Pay Workspace to set up queues, work assignments, integrations, and other settings for accounts payable operations. - Use Source-to-Pay Workspace
Source-to-Pay Workspace provides a unified environment where procurement specialists, sourcing managers, supplier managers, supplier contacts, and accounts payable specialists manage requests, cases, negotiations, supplier onboarding, supplier risk, and invoice processing. - Source-to-Pay Workspace Reference
Reference information for articles, lists, and forms used in Source-to-Pay Workspace, including links to related product documentation.
Parent Topic:Source-to-Pay Operations