Create a case for supplier credit card enablement

Create a supplier case to request for the credit card information from a supplier.

Before you begin

Role required: sn_slm.manager, sn_slm.owner, or sn_slm.admin

Note: The sn_slm.owner role can create cases only for the suppliers they own.

Procedure

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

2. On the home page, do one of the following:

   • Under Quick actions, select Create case.
   • Under Quick actions, select Manage my suppliers and do the following:
     1. Select the link to the supplier name under the Legal name column.
     2. From the Create drop-down list, select Supplier case.
   • On the Create New Supplier Case form, fill in the fields.

   In the Case type field, select Credit card enablement.

For more information about the form fields and descriptions, see [Create New Supplier Case form](new-supplier-case.md).

1. Select Save.

   The case is created in Draft state.

2. Select Submit case.

Result

The case is created in the Open state.

What to do next

After you submit the case, a playbook for this supplier case opens.

For more information, see Supplier credit card enablement playbook.

Parent Topic:Using Supplier Payment Optimization

Related topics

Using Supplier Payment Optimization

View the Payment Optimization dashboard

Case playbook for specific supplier case types

Estimate savings using the saving estimator tool