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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 task from a finance case

Create a finance task from a finance case. Assign the task to a task owner or group to resolve that case.

Before you begin

Role required: sn_fin_ops.specialist, sn-fin-ops.admin

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
    • From the Number column, select a link to open the finance inquiry case.

  2. Select the Tasks tab, and then select New.

Image omitted: fin-task-from-fin-case.png
Create a finance task from a finance case

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

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

  2. Select Save.

Parent Topic:Using the Finance Operations Workspace