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Interaction Management in Source-to-Pay Workspace › Procurement Case Management › Explore › Sourcing and Procurement Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate an interaction record with a related procurement case in Source-to-Pay Workspace

Associate an interaction record to a procurement case if your interaction is related to an existing procurement case. You can also associate a task to an interaction record to track your actions related to the interaction.

Before you begin

Role required: Live agent, Procurement specialist

Procedure

  1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.

  2. Select the List icon (

Image omitted: cases-list-icon.png
List icon.\) and select **Interactions** >**All**.

  1. Search for an interaction record using the interaction ID from the list of records.

  2. Associate a record with an existing procurement case.

    1. Select More Actions option and then select Associate record.

    2. On the form, fill in the fields.

FieldDescription
InteractionSystem-generated interaction number.
Record TypeType of record created for a task or knowledge topic. By default, this task is auto-populated.
Document tableUnique table name of the procurement case.
TaskProcurement task that you want to associate to an interaction record.Note: The ID of the related record auto-populates when the table name is provided in the Document table field.
  1. Select Save.

Result

The interaction record is updated with its associated procurement case.

Parent Topic:Interaction Management in Source-to-Pay Workspace