Create a procurement case

As a procurement specialist, create a procurement case from the list view of Source-to-Pay Workspace to address your procurement-related business needs.

始める前に

Role required: sn_shop.procurement_specialist

手順

1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
2. On the list page, navigate to All work > Cases.
3. Select New.
4. On the Create a new case dialog box, select the case type from the What would you like to create? list.
   A procurement specialist can also create a case or task by navigating to Related cases and tasks in the contextual panel of a procurement object details page, and selecting the + icon.
5. Select Create Case.
6. On the form, fill in the fields.

   表 : 1. Procurement Case

   Field	Description
   Number	System-generated unique identifier for the case.
   Created	Date and time when the case was opened.
   Case type	Type of case based on the requirement. Available options: Budget review Contract review Delivery address review Due Diligence Case General procurement case GL coding review Send NDA for signature
   Due date	Expected date and time by when the case is expected to be resolved.
   Requested by	Person who requested for the case.
   Priority	Urgency of the case.
   State	Current state the case is in.
   Assignment group	Group to which the case is assigned to.
   Assigned to	Person within the assignment group to whom the case is assigned to.
   Short description	Brief description of the case.
   Description	Detailed description of the case.
   Summary Details
   Supplier	Supplier associated with the case.
   Related PO	Purchase order associated with the case.
   Related PR	Purchase requisition associated with the case.
   Related SR	Sourcing request associated with the case.
   Related NEG	Negotiation associated with the case.
   Related NE	Sourcing event associated with the case.
   Related case	Any other case associated with the case.
   Sourcing decision dependent on case	Whether any sourcing decision is dependent on the case. 注: This field is displayed only if a related sourcing request, negotiation, or sourcing event is entered.​
   Qualification dependent on case	Whether any qualification is dependent on the case. 注: This field is displayed only if a related sourcing request, negotiation, or sourcing event is entered.​
   Order dependent on case	Whether the order is dependent on the case. 注: This field is displayed only if a related purchase requisition is entered.​
   Expected start	Date and time by when work is expected to start on the case.
   Actual start	Date and time when work actually starts on the case.
   Actual end	Date and time when work actually completes on the case.
   Duration	Time taken to resolve the case, in days, hours, minutes, and seconds.
   Reason	Reason why the case was created.

7. Select Save.