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

Create a knowledge base article from the Source-to-Pay Workspace

Create knowledge base articles within a knowledge base to share information across your organization.

Before you begin

Role required: sn_slm.manager, sn_shop.procurement_specialist_manager, or admin

Procedure

  1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.

  2. Select the list icon (

Image omitted: cases-list-icon.png
List icon.\).
  1. Navigate to Lists > Knowledge, and then select one of the following:

    • Supplier articles
    • Procurement articles
    • Select New.
  2. In the Create Article dialog box, do the following:

    • In the Knowledge Base field, select Purchase and Expense or Supplier Knowledge.
    • In the Article Template field, select Standard.
    • Select Create Article.
    • On the Create New Knowledge form, fill in the fields.
    FieldDescription
    NumberSystem-generated unique identifier for the request.
    Knowledge baseKnowledge base to which this article belongs.
    CategoryCategory of the article. Use the category picker to select an existing category or subcategory. You can create a category or subcategory to suit your requirements.
    Schedule publish dateDate in future when the article is published automatically. If approvals are enabled, the approval process must be completed before this date.
    Valid toValidity of the article.
    VersionRead-only field. Managed by the Knowledge Management process when changes are made to a published article.
    Article typeType of article, such as HTML.
    WorkflowStatus of the article.
    Source TaskName of the article source.
    Attachment linkLink to attachments.
    Display attachmentsDisplay of attachments in the article. When you do not select this option, the article does not display the attachments.
    Short descriptionShort description of the article.
    Article bodyDetailed description of the article.
  3. Select Save.

Parent Topic:Use Source-to-Pay Workspace