Create and assign a purchase order exception task
Create a task associated with a purchase order exception and assign it to an operational buyer or collaborator. You can track the task status from the purchase order exception.
Before you begin
Role required: sn_poem_core.operational_buyer
Procedure
Navigate to Workspaces > Source-to-Pay Workspace.
Select the Purchase order management tab.
Select an exception that you want to work on.
From the Address exception list, select Assign task.
Assigning a purchase order exception task
On the form, fill in the fields.
Field Description Assign to Name of the buyer or collaborator. Sub type Type of task being assigned. Action type for task Action to be performed for the task. Priority Urgency level assigned to the task. Short description Short description of the task.
Creating a new purchase order exception task and assigning to a collaborator
Select Create.
A purchase order exception task record is created.
Update the record if needed and select Submit task.
Note:
To activate the Submit task button, complete the Action type, Sub type, and Assign to fields, then save your changes.
Result
The task is assigned to the assignee. You can't make any changes to the record until the assignee completes the task.
Parent Topic:Resolving purchase order exceptions
Related topics
View a purchase order exception task