Create a supplier case
As a procurement specialist, with an additional supplier role of sn_slm.manager, create a supplier case from the list view of Source-to-Pay Workspace to address your supplier-related business needs.
[Omitted video] Description: Demonstrates the procedure for creating a supplier case.
Before you begin
Role required: sn_shop.procurement_specialist and sn_slm.manager
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 Case type 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. Requested by Person who requested for the case. Case type Type of case based on the requirement. The case type options are different for procurement cases and supplier cases. Supplier Supplier associated with the case. Opened by Person who opened the case. Opened Date and time when the case was opened. State Current state the case is in. Stage Not applicable. Priority Urgency of the case. Assignment group Group to which the case is assigned to. Assigned to Person within the assignment group to whom the case is assigned to. Parent Parent, if any, from which this case has been created, typically for reference purposes. Due date Date and time by when the case is expected to be resolved. Short description Brief description of the case. Description Detailed description of the case. Select Save.
Parent Topic:Using Procurement Case Management