Skip to content
Using the Finance Operations Workspace › Use › Finance Case Management › Finance and Supply Chain applications › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a finance case

Create a finance case on behalf of a requester to track the progress.

Before you begin

Role required: sn_fin_ops.specialist

Procedure

  1. Navigate to either of the following:

    • All > Finance Operations > Finance Operations Workspace.
    • Workspaces > Finance Operations Workspace.
    • In the Finance Operations workspace, select the List icon
Image omitted: fin-ops-list-icon.png
.

  1. From the list page, navigate to either of the following submodules:

    • My work > Open cases
    • All work > Cases
    • Select New from within a submodule.

  2. From the Case type drop-down list, select Finance Inquiry.

  3. Select Submit.

    The Create New Finance Case form opens in a new tab in the Finance Operations Workspace.

Image omitted: fin-ops-create-case-ws.png
Create a finance case
**Note:** If you have access to Source-to-Pay Workspace and if you select a case type related to Source-to-Pay operations, the new form opens in a new browser tab in the Source-to-Pay Workspace.

  1. On the Create New Finance Case form, fill in the fields.

    For more information on the form fields and descriptions, see Create a finance case form.

  2. Select Save.

    A new finance case is created. For more information on viewing finance cases, see View a case from Finance Operations Workspace.

Parent Topic:Using the Finance Operations Workspace