Create a new interaction

Create and manage interaction records in Accounts Payable Operations to track supplier requests received through chat, email, or the Supplier Collaboration Portal.

Before you begin

Role required: Account Payable Operations agent

Procedure

1. Navigate to All > Source-to-Pay Workspace.

   Based on the supplier interaction with the agent, an interaction record is auto-created. For more information about the fields in an interaction record, see Interaction management in Accounts Payable Operations.

2. ClickCreate a case.

   If the supplier chat has a new inquiry, then use create a case. For more information about creating invoice inquiry case, see Invoice inquiry cases.

3. Click Save.

   New Interaction record is created.

Parent Topic:Interaction management in Accounts Payable Operations