| \n\nActivity\n\n | \n\nActivity Details\n\n |
|---|---|
| \n\nCollecting onboarding details\n\n | \n\nProcesses the supplier details collected in the onboarding request form.This activity completes automatically.\n\n |
| \n\nProcess onboarding variables\n\n | \n\nUses the information provided to start the onboarding activities.This activity completes automatically.\n\n |
| \n\nUpdate the supplier case record\n\n | \n\nSets the supplier case record to Work in progress.This activity completes automatically.\n\n |
| \n\nShow possible duplicate suppliers\n\n | \n\nDisplays duplicate supplier records to ensure you are not onboarding an existing supplier.If there are no duplicate supplier records, this activity auto-completes.\n\nIf duplicate supplier records exist, then select **Open List** to see the duplicate record and resolve the issue.\n\n |
| \n\nShow possible duplicate onboarding requests\n\n | \n\nDisplays duplicate supplier onboarding request cases to ensure you are not duplicating an existing case.If there are no duplicate supplier onboarding request cases, this activity auto-completes.\n\nIf duplicate supplier cases exist, then select **Open List** to see the duplicate cases and resolve the issue.\n\n |
| \n\nCheck for supplier intelligence source\n\n | \n\nChecks if a supplier intelligence platform is installed to import supplier data.\n\n |
| \n\nImport supplier details from intelligent/external source\n\n | \n\nImports supplier details from the supplier intelligence platform.Available actions:\n\n- **Import data**\n- **Skip**\n\n |
| \n\nCreate new company record\n\n | \n\nCreates a new record for the supplier in the Company \\[core\\_company\\] table.This activity completes automatically.\n\n |
| \n\nCreate new supplier record\n\n | \n\nCreates a new supplier record in the Supplier \\[sn\\_fin\\_supplier\\] table.This activity completes automatically.\n\n |
| \n\nAssociate the onboarding case with the newly created supplier.\n\n | \n\nAssociates the onboarding case with the supplier. The **Supplier** field shows the newly created supplier on the **Details** tab of the case.This activity completes automatically.\n\n |
| \n\nSync supplier profile with the third party source\n\n | \n\nSynchronizes the supplier and company records with data from a third-party supplier intelligence.This activity completes automatically.\n\n |
| \n\nInvite supplier contact\n\n | \n\nSends an email to the primary contact to register to the Supplier Collaboration Portal.\n\n |
| \n\nVerify that the supplier information is correct\n\n | \n\nEnsure that the supplier information is accurate and up to date.Available actions:\n\n- **Mark complete**\n- **Skip**\n- **Update**\n\n |
| \n\nWaiting for supplier contact invitation to be sent out\n\n | \n\nWaits for the primary contact to be given access to the Supplier Collaboration Portal.\n\n |
| \n\nSet the case status to On Hold.\n\n | \n\nSets the case status to On Hold.After this activity is completed, the playbook moves to the Qualification stage.\n\n |
| \n\nActivity\n\n | \n\nActivity Details\n\n |
|---|---|
| \n\nCheck if Risk assessment for supplier plugin is installed\n\n | \n\nChecks whether the risk assessment for supplier plugin is installed.\n\n |
| \n\nRisk assessment decision\n\n | \n\nLets you choose whether you need to perform risk assessment for the supplier being onboarded.Available actions:\n\n- **Continue without assessment**\n- **Perform risk assessment**\n\n |
| \n\nPerform risk assessment\n\n | \n\nThe playbook starts the risk assessment process.\n\n |
| \n\nWaiting for risk assessment to be completed\n\n | \n\nThe playbook waits for the risk assessment to be completed. A new due diligence case is created. You can see this case on the **Related Cases** tab of the Onboard a supplier case. Select the link for the due diligence case, which opens the Perform risk assessment playbook.One of the following occurs:\n\n- If you have installed only the Risk Assessments Integration for Supplier Lifecycle Operations \\[com.snc.sn\\_supplier\\_tprm\\] plugin, the Perform risk assessment playbook triggers the flow that includes activities to verify the eligibility of the supplier by creating risk assessments. For more information, see [Playbook stages and activities when only Vendor Risk Management is installed](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/risk-flow-vrm-stages.md).\n- If you have installed both the Risk Assessments Integration for Supplier Lifecycle Operations \\[com.snc.sn\\_supplier\\_tprm\\] and GRC: Third-party Risk Due Diligence \\[com.sn\\_tprm\\_onboarding\\] plugins, the Perform risk assessment playbook triggers the flow that includes activities to create a due diligence request, complete Inherent Risk Questionnaire \\(IRQ\\) assessments, and conduct risk assessments for a third-party and an engagement. For more information, see [Playbook stages and activities when Third-party Risk Due Diligence is installed](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/risk-flow-tprmdd-stages.md).\n\n |
| \n\nUpdate the supplier case record\n\n | \n\nUpdates the state of the case to Work in progress.\n\n |
| \n\nConfirm supplier is not restricted\n\n | \n\nVerify that this supplier is not on any corporate or governmental restricted list. If they are, you must reject this case.Available actions:\n\n- **Confirm not restricted**\n- **Reject**\n\nIf you select **Reject**, the playbook opens the [Rejection stage](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/use-playbooks-onboard-supp.md).\n\n\n |
| \n\nConfirm qualification status\n\n | \n\nConfirm if you would like to continue onboarding or reject the supplier.Available actions:\n\n- **Continue Onboarding**\n- **Reject**\n\nIf you select **Reject**, the playbook opens the [Rejection stage](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/use-playbooks-onboard-supp.md).\n\n\nAfter this activity is completed, the playbook moves to the Activation stage.\n\n |
| \n\nActivity\n\n | \n\nActivity Details\n\n |
|---|---|
| \n\nCreate a task to collect banking details\n\n | \n\nCreates and assigns a task to the primary supplier contact to update the supplier banking details.\n\n |
| \n\nCreate a task to review the supplier profile details\n\n | \n\nCreates and assigns a task to the primary supplier contact to review the supplier profile details.\n\n |
| \n\nWaiting for supplier to complete banking details\n\n | \n\nThis activity is completed after the primary supplier contact completes the Update banking details task from the Supplier Collaboration Portal.\n\n |
| \n\nWaiting for supplier to validate their profile details\n\n | \n\nThis activity is completed after the primary supplier contact validates the Update supplier profile task from the Supplier Collaboration Portal.\n\n |
| \n\nConfirm supplier activation\n\n | \n\nConfirm if you would like to continue onboarding or reject the supplier.Available actions:\n\n- **Continue Onboarding**\n- **Reject**\n\nIf you select **Reject**, the playbook opens the [Rejection stage](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/use-playbooks-onboard-supp.md).\n\n\n |
| \n\nActivate supplier record\n\n | \n\nSets the supplier record to onboarded=true.\n\n |
| \n\nUpdate supplier company status\n\n | \n\nSets the status for the company record to **active**.\n\n |
| \n\nSend welcome email to supplier\n\n | \n\nSends an email to the supplier with a welcome message.\n\n |
| \n\nNotify requestor of onboard completion\n\n | \n\nSends an email to the requestor, informing them about the supplier onboarding completion status.\n\n |
| \n\nSet onboarding case to complete.\n\n | \n\nUpdates the onboarding case to Closed completed.\n\n |
| \n\nActivity\n\n | \n\nActivity Details\n\n |
|---|---|
| \n\nProvide reason for rejection\n\n | \n\nProvide a reason for rejecting the supplier onboarding request.In the **Close notes** field, enter the reason for rejection and select **Reject Supplier**.\n\nAvailable actions:\n\n- **Reject Supplier**\n- **Skip**\n\n |
| \n\nSend rejection email to supplier\n\n | \n\nSends an email to the supplier informing them that their onboarding request has been rejected.\n\n |
| \n\nNotify requestor of onboard rejection\n\n | \n\nSends an email to the requestor, informing them about the supplier onboarding rejection.\n\n |
| \n\nSet onboarding case to rejected\n\n | \n\nUpdates the onboarding case to Closed rejected.\n\n |