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Using the Finance Operations Workspace › Use › Finance Case Management › Finance and Supply Chain applications › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Accept a finance case

As a finance specialist, if a finance case is assigned to you, accept the case to start resolving it.

Before you begin

Role required: sn_fin_ops.specialist

Procedure

  1. Navigate to either of the following:

    • All > Finance Operations > Finance Operations Workspace.
    • Workspaces > Finance Operations Workspace.
    • In the Finance Operations workspace, select the List icon
Image omitted: fin-ops-list-icon.png
to open the List page.

  1. From the list page, navigate to either of the following submodules:

    • My work > Open cases
    • All work > Cases
    • Select a case number link from the Number column.

  2. Select Accept.

    Note: The Accept option is available only if the cases assigned to you are in the draft state.

Image omitted: fin-ops-accept.png
Accept finance case.
The state of the accepted case changes to Work in Progress.
  1. Select Save.

Parent Topic:Using the Finance Operations Workspace