Complete a KPI collection task from the Supplier Collaboration Portal

A KPI collection task is generated automatically each time a KPI is instantiated. A supplier contact can complete the assigned KPI collection task from the Supplier Collaboration Portal.

Before you begin

Role required: sn_slm.contact

A KPI is instantiated when:

• A segmentation rule is run.
• A supplier is added to the KPI template.
• An existing KPI template is added to the KPI management tab of a supplier.

Procedure

1. Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a /supplier suffix.

   For example, https://example.com/supplier.

2. Do one of the following:

   • In the Supplier Collaboration Portal header, select My Tasks.
   • (If you’re a primary contact) In the Supplier Collaboration Portal header, select Tasks and then select My Tasks.
   • In the My active items widget, select Tasks.

   • On the Open tab, select the Provide KPI data task, and do one of the following:

   • If the requested KPI data is quantitative, in the Quantitative KPI value field, enter a numerical value.

   • If the requested KPI data is qualitative, from the Qualitative KPI value drop-down list, select a value.
   • Select Submit.

Result

The KPI collection task is marked as complete.

Parent Topic:Using Supplier Relationship and Performance Management

Related topics

Using Supplier Relationship and Performance Management

Run segmentation rule

Complete a KPI collection task from the Source-to-Pay Workspace

View KPI data from the List page of the Source-to-Pay Workspace

Manage supplier KPIs from the supplier record page of the Source-to-Pay Workspace

View supplier performance dashboard