Create a quick case

As a procurement specialist, quickly create a procurement case from the plus icon on Source-to-Pay Workspace. With an additional supplier role of sn_supplier.fulfiller, you can similarly create a supplier case.

[Omitted video] Description: Describes the procedure for creating a quick case from the Source to Pay workspace.

Before you begin

Role required: sn_shop.procurement_specialist

Procedure

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

2. On the landing or list page, select the + icon at the tab level.

3. On the Create new case dialog box, select the case type from the Case type list.

4. Select Submit.

   A case form is displayed with pre-filled data based on the templates that you have configured.

5. On the form, fill in the required fields.

1. Select Save.

Parent Topic:Using Procurement Case Management