Emails view for supplier managers

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Supplier managers can access all emails including system-triggered emails, inbound replies, and error emails from the Source-to-Pay Workspace at case, task, and supplier levels.

    Supplier managers can access all emails linked with a case, task, or supplier from the Emails tab in the case, task, and supplier details pages respectively. Email actions are reflected, incomplete email errors are handled, and email-related activities can be summarized from the workspace.

    Email sources

    • System-triggered outbound notification emails (for task creation)
    • Inbound replies from supplier contacts (for example, task completion email)
    • Inbound replies from internal stakeholders (for example, task completion email)
    • Error handling emails

    Email notification to supplier stakeholders for tasks

    When a task is created and assigned, the system automatically triggers an notification email to the assigned stakeholder.
    • When the task is assigned to a supplier contact, the email provides the receiver with two options: complete the task directly from the email, or view the task in the Supplier Collaboration Portal.
    • When the task is assigned to an internal stakeholder, the email provides the receiver with two options: complete the task directly from the email, or view the task in the Source-to-Pay Workspace.
    注:
    If the email subject or reference ID is modified while marking the task as complete via email, the system detects the mismatch and sends an automated error notification emails.

    Email summarization for tasks and cases

    An AI summary of all emails linked to a task or case can be generated using the Summarize button on the Emails page.

    The following sections are displayed:
    • Summary: Includes number of emails, key theme, tone, and actions required.
    • Next steps: Includes list of tasks, outstanding questions or escalations, and further updates.
    To enable email summarization, set the default model for the One Extend capabilities.
    1. Navigate to Sys_One_Extend_Capability.
    2. Open the Summarize record.
    3. In the OneExtend Definition Configs related list, verify that at least one model is marked as Default to True.
    注:
    Email summarization is not available for supplier records.