Manage supplier cases › Using Source-to-Pay Workspace › Use › Supplier Lifecycle Operations › Finance and Supply Chain

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

Create a case on behalf of a supplier from the Source-to-Pay Workspace

Create a supplier case to track the progress of supplier tasks, resolve issues related to supplier products or services, and request additional information from a supplier.

[Omitted video] Description: Describes the procedure for creating a case on behalf of a supplier from the Source to Pay workspace.

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

Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Do one of the following.

To	Do this
To create a case from Quick actions	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.
To create a case from the List page	Select the list icon ( Image omitted: cases-list-icon.png List icon.) and do one of the following:</li> Navigate to Lists > My work > Open cases Navigate to Lists > All work > Cases Select New. On the Create new case dialog box, select a case type from the Case type field, and then select Submit.

On the Create New Supplier Case form, fill in the fields.

For more information about the form fields and descriptions, see Create New Supplier Case form.
Select Save.

The case is created in Draft state.
Do the following steps only if you selected these case types: Banking information change request, Supplier information change request, Supplier location change request.
1. Select Add more details.
2. On the Add more details form, fill in the fields.
  
  In the Case type field, if you selected Banking information change request, see Update banking details form for more information about the form fields and descriptions.
  
  In the Case type field, if you selected Supplier information change request, see Update profile details form for more information about the form fields and descriptions.
  
  In the Case type field, if you selected Supplier location change request, see Add New Location form for more information about the form fields and descriptions.
3. Select Submit.
4. Select Submit case.

Result

The case is created in the Open state.

What to do next

After you submit the case, depending on the case type, the specific playbook for the supplier case opens.

For more information, see Case playbook for specific supplier case types and Playbook for updating the supplier primary data.

Parent Topic:Manage supplier cases from the Source-to-Pay Workspace

Configure due dates for supplier cases

Case playbook for specific supplier case types

Playbook for updating the supplier primary data

Assign a supplier case to yourself from the Source-to-Pay Workspace

Submit a supplier case from the Source-to-Pay Workspace