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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure the Accounts Payable Operations queues

Configure Advanced Work Assignment queues to automatically route supplier communications, including email and chat to the appropriate accounts payable agents.

Before you begin

Role required: admin

Procedure

  1. Navigate to Source to Pay Workspace > All > Advanced Work Assignment > >Queues.

  2. Select one of the following mentioned queues for Account Payable Operations.

    • Invoice Inquiry case
    • Chat
    • In the Assignment Eligibility related list, select New.

    • In the Agent assignment rule field, select Chat - Most Capacity.

    • Select the lock icon (
Image omitted: lock-icon.png
Lock icon\) next to the **Groups** field.
3.  Select the look-up icon \(
Image omitted: look-up-icon.png
Look-up icon\) to view the list of groups.
4.  Select **New**.
5.  In the **Name** field, enter a name for the group.
6.  Fill in the remaining fields, as appropriate.
7.  Select **Submit**.
8.  Select the lock icon \(
Image omitted: lock-icon.png
Lock icon\) to lock the **Groups** field.
9.  Right-select and select **Save**.
  1. Next to the Groups field, select the link to the group, which opens the group record.

    1. In the Group Members related list, select Edit to add members to the group.
    2. Select one or more users in the Collection list and move them to the Group Members List.
    3. Select Save.

      Note: The users that you add to this assignment group are automatically granted the awa_agent role.

Parent Topic:Configure Advanced Work Assignment for Accounts Payable Operations