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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

Assign a finance case to yourself

As a finance specialist, assign a finance case to yourself from the Finance Operations Workspace. 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:

    • Review needed > Unassigned cases
    • All work > Cases
    • Select a case number link from the Number column.

  2. Select Assign to me.

    Note: The Assign to me option is available only for unassigned cases that are in draft state.

Image omitted: fin-ops-assign-draft.png
The Assign to me option
The case is assigned to you and the state is Work in Progress.
Image omitted: fin-ops-assign-wip.png
The state of an assigned case
  1. Select Save.

Parent Topic:Using the Finance Operations Workspace