An interaction record is automatically created when an agent accepts a supplier's chat request through the chat queue in the Supplier Collaboration Portal.

Before you begin

Role required: Account Payable Operations agent

Procedure

  1. Navigate to All > Source-to-Pay Workspace.
    Based on the supplier interaction with the agent, an interaction record is auto-created. For more information about the fields in an interaction record, see Interaction management in Accounts Payable Operations.
  2. ClickCreate a case.
    If the supplier chat has a new inquiry, then use create a case. For more information about creating invoice inquiry case, see Invoice inquiry cases.
  3. Click Save.

Result

An Interaction record is created.