Using Procurement Case Management › Use › Sourcing and Procurement Operations › Finance and Supply Chain

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

Create a task from a procurement case

Create a task directly from a procurement case. You can also create associated tasks and assign these tasks to fulfill the request.

Before you begin

Role required: sn_spend_psd.psd_admin, sn_spend_psd.agent

Navigate to All > Procurement Case Management > Source-to-Pay Workspace.

A Source-to-Pay Workspace agent page is displayed.
Select the List button on the left pane.

The List pane expands to displays all related lists.
Select Requisitions.
Select the requisition number for which you want to add a task.
Select the Purchasing Tasks tab.
Select New on the associated Procurement Tasks list.

The Create a new task pop-up is displayed.
In the What task would you like to create? field, select a task type.

For information on the task types, see Purchasing tasks and procurement cases.
Select Create task.

On the form, fill in the fields.

Field	Description
Number	System-generated unique identifier for the task.
Created	Creation date of the task.
Task type	Type of the task to fulfill the request.
Sub type	Subtype of the task to fulfill the request.
Request	Associated request for the task.
State	Status of the task.
Assignment group	Group that can fulfill the task.
Assignment to	Person assigned to complete the task.
Due date	Expected date of completion for the task.
Short description	Short description of the task.
Description	Detailed description of the tasks.

Select Submit.

You can create multiple tasks to fulfill the procurement case. All tasks in Open state are displayed on the Open tasks pane of the task tab. You can access the tasks directly from this pane and perform the necessary actions.