Interaction Management in Supplier Lifecycle Operations

Interactions are a centralized location for all communication channels available in Source-to-Pay Workspace. Interaction Management involves managing supplier-related queries from different sources, such as an email, chat, message, or SMS.

• View or create an interaction for a supplier
  Typically, an interaction record is automatically created when you accept a chat through the chat queue in the Source-to-Pay Workspace. However, you can also manually create an interaction from the list page of the Source-to-Pay Workspace. You can link an interaction record to an existing supplier case or can assign a task, which needs a supplier manager's involvement for investigation.
• Associate an interaction record to a supplier case
  Associate an interaction record to a supplier case if your interaction is related to an existing supplier case in Source-to-Pay Workspace.

関連概念

• Manage supplier details
• Manage internal stakeholders
• 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
• Composing emails with predefined content from the Source-to-Pay Workspace
• Overall supplier dashboard
• Emails view for supplier managers

関連タスク

• Create a supplier 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
• Create supplier case from Universal Request
• View or create an interaction for a supplier
• Associate an interaction record to a supplier case