Associate an interaction with a finance case

Associate an interaction record to a finance case, if the interaction is related to an existing finance case.

Avant de commencer

Role required: sn_fin_ops.specialist

Procédure

1. Navigate to either of the following:
   • All > Finance Operations > Finance Operations Workspace.
   • Workspaces > Finance Operations Workspace.
2. In the Finance Operations workspace, select the List icon ().
3. From the list page, navigate to either of the following submodules:
   • Interactions > All
   • Interactions > Active
   • Interactions > Assigned to me
4. From the Number column, select a link to open an interaction record.
5. Select the More actions icon ().
6. Select Associate Record.
7. On the Create New Interaction Related Record form, fill in the fields.
   For more information on the form fields and descriptions, see Create new interaction related record form.
8. Select Save.

Concepts associés

• Finance Operations Workspace inbox

Tâches associées

• Create a new interaction
• Create a finance case from an interaction