Run segmentation rule
Run a segmentation rule to create and activate KPIs corresponding to the KPI templates and suppliers in that segment. This action also creates new collection tasks and assigns them to suppliers to collect their KPI data.
Before you begin
Role required: sn_kpi.admin or sn_slm.manager or sn_slm.admin
Procedure
Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Select the list icon (
List icon.\) and navigate to **Lists** > **Performance management** > **Segmentation rules**.
In the Name column, select the link to the segmentation rule.
Select Execute.
Selected Execute button for running a segmentation rule.
Result
Running the segmentation rule does the following:
- Generates KPIs and KPI collection tasks from the KPI templates in the segment if they were never generated before for the newly added suppliers.
- Sets the KPIs linked to this segment's KPI templates to active and creates new collection tasks for these KPIs.
- Assigns the new collection tasks to suppliers in this segment.
- KPI scores will not appear in the performance dashboard until those collection tasks are completed.
Note: If the number of suppliers to be processed in the segmentation rule is too large, it may lead to a risk of a timeout.
Parent Topic:Using Supplier Relationship and Performance Management
Related topics
Using Supplier Relationship and Performance Management
Complete a KPI collection task from the Source-to-Pay Workspace
Complete a KPI collection task from the Supplier Collaboration Portal
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