---
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/core-business-suite/config-source-to-pay.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 4
breadcrumb: [Configure Core Business Suite using guided setup, Configure, Core Business Suite]
---

# Configure Source-to-Pay

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

1.  Navigate to **Admin** > **Admin Home**.

2.  On the Core Business Suite card, select **View product overview**.

3.  In the Configuration insights section, select **Configure**.

    The Configure Core Business Suite page opens in the Configuration Console.

4.  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 .

5.  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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/catalog-builder.md).

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

6.  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:

        1.  Select **Edit** icon next to the group name.
        2.  In the Assign people to this group field, search for and select users.
        3.  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.

        1.  Select **Create Group**.
        2.  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.|

        3.  Select **Save**.
7.  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**.
8.  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.

9.  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.

<table id="table_n13_tw1_s3c"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Legal name

</td><td>

Legal name of the supplier.

</td></tr><tr><td>

Country of registration

</td><td>

Country where the supplier is registered.

</td></tr><tr><td>

Website

</td><td>

Supplier’s official website.

</td></tr><tr><td>

DUNS number

</td><td>

DUNS identifier for the supplier.

</td></tr><tr><td>

Description

</td><td>

Short description of the supplier.

</td></tr><tr><td>

ERP company code

</td><td>

Unique ERP company code.If no code exists, assign a unique code for each record \(for example, 100, 101, 102\)

</td></tr><tr><td>

ERP source

</td><td>

ERP source for the supplier.If no source is available, select CBS.

</td></tr><tr><td>

Active

</td><td>

Indicates whether the supplier is active.

</td></tr></tbody>
</table>        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.

10. Add or upload contacts associated with each supplier.

    Add contacts:

    1.  Select **Add contacts**.
    2.  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:

    1.  Select **Upload contacts**.
    2.  Download the template.
    3.  Update the contact details.
    4.  Upload the updated template.
    5.  Select **Save**.
    **Note:** Ensure all fields are complete and accurate before uploading.

11. 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/t_CreateANotification.md).
    -   To create Portal or Workspace notifications, see [Trigger conditions form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/notif-trigger-form.md).
12. After you finish all configuration steps, select **Mark as configured**.


**Parent Topic:**[Configure Core Business Suite using guided setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/config-cbs-using-guided-setup.md)