Create a procurement case
As a procurement specialist, create a procurement case from the list view of Source-to-Pay Workspace to address your procurement-related business needs.
[Omitted video] Description: Describes the procedure for creating a procurement case from the Procurement workspace.
Before you begin
Role required: sn_shop.procurement_specialist
Procedure
Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
On the list page, navigate to All work > Cases.
Select New.
On the Create a new case dialog box, select the case type from the What would you like to create? list.
A procurement specialist can also create a case or task by navigating to Related cases and tasks in the contextual panel of a procurement object details page, and selecting the + icon.
Select Create Case.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | System-generated unique identifier for the case. |
| Created | Date and time when the case was opened. |
| Case type | Type of case based on the requirement. Available options:- Budget review - Contract review - Delivery address review - Due Diligence Case - General procurement case - GL coding review - Send NDA for signature |
| Due date | Expected date and time by when the case is expected to be resolved. |
| Requested by | Person who requested for the case. |
| Priority | Urgency of the case. |
| State | Current state the case is in. |
| Assignment group | Group to which the case is assigned to. |
| Assigned to | Person within the assignment group to whom the case is assigned to. |
| Short description | Brief description of the case. |
| Description | Detailed description of the case. |
| Summary Details | |
| Supplier | Supplier associated with the case. |
| Related PO | Purchase order associated with the case. |
| Related PR | Purchase requisition associated with the case. |
| Related SR | Sourcing request associated with the case. |
| Related NEG | Negotiation associated with the case. |
| Related NE | Sourcing event associated with the case. |
| Related case | Any other case associated with the case. |
| Sourcing decision dependent on case | Whether any sourcing decision is dependent on the case.Note: This field is displayed only if a related sourcing request, negotiation, or sourcing event is entered. |
| Qualification dependent on case | Whether any qualification is dependent on the case.Note: This field is displayed only if a related sourcing request, negotiation, or sourcing event is entered. |
| Order dependent on case | Whether the order is dependent on the case.Note: This field is displayed only if a related purchase requisition is entered. |
| Expected start | Date and time by when work is expected to start on the case. |
| Actual start | Date and time when work actually starts on the case. |
| Actual end | Date and time when work actually completes on the case. |
| Duration | Time taken to resolve the case, in days, hours, minutes, and seconds. |
| Reason | Reason why the case was created. |
- Select Save.
Parent Topic:Using Procurement Case Management
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