Create and assign a purchase order exception task

Create tasks associated with purchase order exceptions and assign it to an operational buyer or collaborator. You can track the task status from the purchase order exception.

Avant de commencer

Role required: sn_poem_core.operational_buyer

Procédure

1. Navigate to Workspaces > Source-to-Pay Workspace.
2. Select the Purchase order management tab.
3. Select an exception that you want to work on.
4. Select Address exception.
5. From the drop-down list, select Assign task.
   
6. In the Create a new task window, select the assignee, task type, action type, priority and enter a description.
   
7. Select Create.
   A purchase order exception task record is created. For a description of the field values, see Create new purchase order exception form
8. Update the record if needed and select Submit task.
   Remarque :

   To activate the Submit task button, fill in the Action type, Sub type, and Assign to fields, and then save your changes.

Résultats

The task is assigned to the assignee. You cannot make any changes to the record till the assignee completes the task.