Communicate using emails from the Source-to-Pay Workspace

Compose and send emails directly from a supplier case or a supplier task in the Source-to-Pay Workspace.

Avant de commencer

Ensure that you have configured access to the compose email feature. For more information, see Configure access to the compose email feature.

Role required: admin

Procédure

1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
2. Select the list icon ().
3. On the Lists tab, under the Cases or Tasks module, open a supplier case or a supplier task, respectively.
4. Click the more actions icon () and select Compose Email.
5. Do one of the following:
   • To insert templated content into the email body using quick messages:
     1. Click the quick messages icon () and select an appropriate quick message that you want to use.
     2. Select Insert.
   • To insert templated content into the email body using response templates:
     1. Click the response templates icon () and select an appropriate response template that you want to use.
     2. Select Copy to clipboard.
     3. Paste the content in the email body.
6. Do one of the following:
   • To send the email instantly, select Send Email.
   • To save the email as draft to send later, select Save as draft.

   Remarque :

   You can view the draft emails by doing one of the following:

   • Selecting the Draft Emails tab on the supplier case or supplier task.
   • Clicking the list icon (), selecting the Case Draft Emails list or Task Draft Emails sub-modules under the Draft Emails module, and opening a draft email.

Résultats

You can compose and send emails directly from a supplier case or a supplier task in the Source-to-Pay Workspace.

Concepts associés

• Composing emails with predefined content from the Source-to-Pay Workspace

Tâches associées

• Configure access to the compose email feature