Create supplier case from Universal Request
Routing agents can create a supplier case from the Source-to-Pay Workspace to resolve a Universal Request.
[Omitted video] Description: Creating supplier cases from Universal Requests.
Before you begin
Role required: sn_uni_req.routing_agent, and sn_slm.agent
You must have the following plugin installed: Universal Request for Source-to-Pay Operations Plugin [sn_fsc_ur_common].
Procedure
Navigate to All > Supplier Lifecycle Operations > Source-to-Pay workspace.
Select the list icon.
Navigate to Universal request All.
Select the Universal Request.
Select Create supplier case.
In the Create New Supplier Case form, fill in the details.
The universal request number from which the supplier case is created appears in the Universal Request field on the supplier case form.
Select Save.
To request assistance from other departments in resolving the Universal Request simultaneously, select Create Associated Ticket.
For more information on creating associated tickets, see Create associated ticket for primary ticket of UR.
Result
The supplier case number appears in the Primary Ticket field of the Universal Request record. It also appears in the Associated Tickets list of the Universal Request record.
Parent Topic:Using Source-to-Pay Workspace
Related topics
Create a supplier from the Source-to-Pay Workspace
Manage supplier contacts from the Source-to-Pay Workspace
Manage supplier cases from the Source-to-Pay Workspace
Manage supplier tasks from the Source-to-Pay Workspace
Offboard a supplier from the Source-to-Pay Workspace
Accept an incoming chat request from the Source-to-Pay Workspace
Interaction Management in Supplier Lifecycle Operations
Composing emails with predefined content from the Source-to-Pay Workspace