View or create an interaction for a supplier

Typically, an interaction record is automatically created when you accept a chat through the chat queue in the Source-to-Pay Workspace. However, you can also manually create an interaction from the list page of the Source-to-Pay Workspace. You can link an interaction record to an existing supplier case or can assign a task, which needs a supplier manager's involvement for investigation.

Avant de commencer

Role required: sn_slm.owner

Procédure

1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
2. Select the list icon () to open the List page.
3. Navigate to All work > Interactions
4. Select New.
5. On the form, fill in the fields.

   Tableau 1. Create New Interaction form

   Field	Description
   Number	System-generated, unique interaction number.
   Type	Type of channel used for communication. Chat Messaging Phone Video
   Assigned to	The agent to whom the interaction record is assigned.
   Supplier	Name of the supplier company the supplier contact belongs to.
   Supplier contact	Name of the supplier contact who initiated the interaction.
   Short description	Brief description of the interaction.
   Work notes	Additional information or comments added to the interaction.

6. Select Save.

Résultats

The interaction record is created and linked to an existing supplier case or task, which needs a supplier manager's involvement for investigation.

Concepts associés

• Interaction Management in Supplier Lifecycle Operations

Tâches associées

• Associate an interaction record to a supplier case