Create a finance task from a finance case

Create a finance task from a finance case. Assign the task to a task owner or group to resolve that case.

Avant de commencer

Role required: sn_fin_ops.specialist, sn-fin-ops.admin

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:
   • My work > Open cases
   • All work > Cases
4. From the Number column, select a link to open the finance inquiry case.
5. Select the Tasks tab, and then select New.
6. On the Create New Finance Task form, fill in the fields.
   For more information on the form fields and descriptions, see Create a finance task form.
7. Select Save.