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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 procurement case for a service

Create a procurement case for a service that you wish to procure. The procurement organization receives your details from the request and works toward its fulfillment.

Before you begin

Role required: sn_spend_psd.requestor

Procedure

  1. Navigate to All > Procurement Case Management.

  2. Select Create New.

  3. On the form, fill in the fields.

Image omitted: create\_procurement\_case.png
Create a procurement case.
|Field|Description|
|-----|-----------|
|Number|System-generated unique identifier for the request.|
|Created|Creation date of the request.|
|Request type|Type of the request, such as **Corporate Card Request**.|
|Request by|Owner of the request.|
|State|Status of the request.|
|Priority|Urgency of the request.|
|Assignment group|Group that can fulfill the request.|
|Assignment to|Person assigned to fulfill the request.|
|Short description|Short description of the request.|
|Purchase modification reason|Reason for purchase modification.|
|Description|Detailed description of the request.|

  1. Select Submit.

    Note: You can also submit procurement cases from the Service Catalog.

What to do next

  • Review and edit your request details.

  • Track the progress of your request by monitoring the request fulfillment with the procurement organization.

Parent Topic:Using Procurement Case Management