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Interaction management in Accounts Payable Operations › Use › Accounts Payable Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate an interaction record in Accounts Payable Operations

Associate an interaction record to an existing invoice case in Source-to-Pay workspace to track related communications and case activity in one place.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Source-to-Pay Workspace..

  2. Select the List icon (Interactions > All.

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

  4. Associate a record with an existing invoice case.

    1. Select More Actions
Image omitted: more-actions-icon.png
More actions and then select **Associate record**.
    The **Create New Interaction Related Record** form appears in a new tab.

2.  On the form, fill in the fields.

|Field|Description|
|-----|-----------|
|Interaction|System-generated interaction number.|
|Record Type|Type of record created for a case or knowledge topic. By default, this task is auto-populated.|
|Document table|Invoice case name that you want to associate with the interaction record.|
|ID of related record|Auto-populates after the **Document table** field is filled.|

Parent Topic:Interaction management in Accounts Payable Operations