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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

View interaction record in Accounts Payable Operations

View interaction record details to analyze supplier interactions, take immediate actions, and link records to invoice cases requiring investigation.

Before you begin

Role required: Account Payable agent

Procedure

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

  2. Select the List icon (

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

  1. View interactions in the desired category to associate a record with an invoice case.

    • Assigned to me- Interactions assigned to an agent
  3. Active- Interactions ready to be investigated
  4. All- All interactions

  5. Select an interaction record to view its details.

    FieldDescription
    NumberSystem-generated unique interaction number
    TypeMode of interaction
    StateStatus of the record
    Opened forThe virtual agent name
    Assigned toThe Account Payable agent assigned to the interaction record
    TranscriptText record of the conversation between an agent and the supplier

Parent Topic:Interaction management in Accounts Payable Operations