Configure Source-to-Pay · SN Doc Reader

Configure the Source‑to‑Pay business unit to manage procurement, supplier, and invoice requests from submission to fulfillment.

Before you begin

Role required: admin, sn_cbs.admin

Procedure

Navigate to Admin > Admin Home.
On the Core Business Suite card, select View product overview.
In the Configuration insights section, select Configure.

The Configure Core Business Suite page opens in the Configuration Console.
From the Configuration Summary navigation menu, select Source-to-Pay.

Alternatively, select Continue on the Source‑to‑Pay tile.

Configure the following settings as needed:
- Intake forms (preconfigured by default)
- Manage Groups
- Role assignment
- Supplier management
- Supplier contacts
- Email address
- Notifications (preconfigured by default) Note: By default, the CBS admin role cannot configure Manage Groups or Role assignment. To complete these tasks, assign the User admin role (user_admin) to the CBS admin (sn_cbs.admin).
for more information, see .

Customize existing intake forms or create new ones to collect Source‑to‑Pay requests.

The following intake forms are preconfigured by default:

Intake form	Description
General supplier request	Submit general questions related to suppliers.
Procurement request	Submit procurement‑related questions or requests.
Invoice request	Submit invoice‑related questions to Accounts Payable.

To customize an existing intake form, select the Edit icon.
To create a intake form, select Create new. For more information, see Catalog Builder.

Note: Create intake forms directly in the production instance. Intake forms created in sub-production instances are not supported for promotion to production.

Manage groups to organize users who handle Source‑to‑Pay requests and configure access.

Source-to-Pay default groups

The following groups are preconfigured with associated roles:

Source-to-Pay groups	Description
Accounts payable admins	Manage Accounts Payable roles, processes, and workflows.
Procurement admins	Manage Procurement roles, processes, and workflows.
Supplier operations admins	Manage supplier operations roles and supplier management activities.
S2P Employee center managers	Manage Source‑to‑Pay content in the Employee Center.
Invoice Request managers	Receive, assign, and respond to invoice requests.
Procurement Request managers	Receive, assign, and respond to procurement requests.
Supplier Request managers	Receive, assign, and respond to supplier requests.

To assign user to a default group:

Select Edit icon next to the group name.
In the Assign people to this group field, search for and select users.
Select Save.

Note: Users added to a default group are automatically assigned the roles listed under Default assigned role.

Create custom groups to organize your Source‑to‑Pay team.

Select Create Group.

On the form, fill in the fields.

Field	Description
Group name	Name used to identify the group within the business unit.
Group manager	User responsible for managing the group.
Group description	Brief description of the group’s purpose.
Assign people to this group	Users to add as group members.
Assign role	Roles assigned to group members.

Select Save.

Assign roles to give groups the required access.
1. Select a role.
2. Select Assign groups.
3. Select the group from the list.
4. Select Update.
Configure the Source‑to‑Pay email address and select Save.

Emails sent to this address automatically create requests and send the request number to the sender.
Supplier management

Manage suppliers by adding supplier details or by uploading a template.
- Add suppliers:
  1. Select Add suppliers.
  2. On the form, fill in the fields.

Field	Description
Legal name	Legal name of the supplier.
Country of registration	Country where the supplier is registered.
Website	Supplier’s official website.
DUNS number	DUNS identifier for the supplier.
Description	Short description of the supplier.
ERP company code	Unique ERP company code.If no code exists, assign a unique code for each record (for example, 100, 101, 102)
ERP source	ERP source for the supplier.If no source is available, select CBS.
Active	Indicates whether the supplier is active.

3. Select **Save**. **Note:** To add multiple suppliers, select **+ New supplier** and repeat the steps.

-   Bulk upload:
    1.  Select **Upload suppliers**.
    2.  Download the supplier template.
    3.  Enter the supplier details in the template.
    4.  Save the file in .xlsx or .xls format.
    5.  Upload the updated file.
    6.  Select **Complete upload**.
**Note:** Ensure all required fields are completed and the file size does not exceed 50 MB.

Add or upload contacts associated with each supplier.

Add contacts:

Select Add contacts.

On the form, fill in the fields.

Field	Description
First name	First name of the contact.
Last name	Last name of the contact.
Email	Email address of the contact.
Is this primary contact	Designates the primary contact. Default is Yes.
Organisation (Supplier)	Supplier associated with the contact.

Note: You can add up to 10 contacts at a time by selecting + New contact.

Bulk upload:

Select Upload contacts.
Download the template.
Update the contact details.
Upload the updated template.
Select Save. Note: Ensure all fields are complete and accurate before uploading.

Configure notifications sent through Email, Portal, and Workspace to users about submitted or assigned Source‑to‑Pay requests.
- To create an email notifications, see Create an email notification.
- To create Portal or Workspace notifications, see Trigger conditions form.
After you finish all configuration steps, select Mark as configured.

Parent Topic:Configure Core Business Suite using guided setup

title	Configure Source-to-Pay
description	Configure the Source‑to‑Pay business unit to manage procurement, supplier, and invoice requests from submission to fulfillment.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/australia/core-business-suite/config-source-to-pay.html
release	australia
topic_type	task
last_updated	2026-09-10
reading_time_minutes	4
breadcrumb	Configure Core Business Suite using guided setupConfigureCore Business Suite