Create a task for a supplier case from the Source-to-Pay Workspace
You can create a task for a supplier case and assign it to a supplier contact.
Before you begin
Role required: sn_slm.manager, sn_slm.owner, sn_slm.fulfiller, or sn_slm.admin
Note: The sn_slm.owner role can create tasks 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 |
|---|---|
| Create a supplier task from Quick actions | On the home page, do one of the following:- Under Quick actions, select Create task. - 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 task. |
| Create a supplier task from the List page |
|
| Create a supplier task from the Case details page |
|
- In the Create new task dialog box, do one of the following:
| To | Do this |
|---|---|
| Create a task for a supplier |
|
| Create a task for an internal employee |
|
For more information about the form fields and descriptions on the Create a new task form, see [Create new task form](create-new-supplier-task-form.md).
Select Submit.
On the Task form, fill in the fields.
Create New Supplier task form.
For more information about the form fields and descriptions, see [Task form](slo-task-form.md).
Select Save.
The task is created in Draft state.
Select Submit task.
The task moves to the Awaiting completion state.
Result
The task is created and assigned to the supplier contact.
An email notification is triggered to the assigned stakeholder. They can complete the task directly from the email or view it in the Supplier Collaboration Portal.
What to do next
The supplier contact to whom this task is assigned can view it on the My To-dos page. For more information, see Viewing supplier contact tasks from the Supplier Collaboration Portal.
Parent Topic:Manage supplier tasks from the Source-to-Pay Workspace
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