Create a knowledge base article from the Source-to-Pay Workspace

Create knowledge base articles within a knowledge base to share information across your organization.

Avant de commencer

Role required: sn_slm.manager, sn_shop.procurement_specialist_manager, or admin

Procédure

1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
2. Select the list icon ().
3. Navigate to Lists > Knowledge, and then select one of the following:
   • Supplier articles
   • Procurement articles
4. Select New.
5. In the Create Article dialog box, do the following:
   • In the Knowledge Base field, select Purchase and Expense or Supplier Knowledge.
   • In the Article Template field, select Standard.
   • Select Create Article.
6. On the Create New Knowledge form, fill in the fields.

   Tableau 1. Create New Knowledge form

   Field	Description
   Number	System-generated unique identifier for the request.
   Knowledge base	Knowledge base to which this article belongs.
   Category	Category of the article. Use the category picker to select an existing category or subcategory. You can create a category or subcategory to suit your requirements.
   Schedule publish date	Date in future when the article is published automatically. If approvals are enabled, the approval process must be completed before this date.
   Valid to	Validity of the article.
   Version	Read-only field. Managed by the Knowledge Management process when changes are made to a published article.
   Article type	Type of article, such as HTML.
   Workflow	Status of the article.
   Source Task	Name of the article source.
   Attachment link	Link to attachments.
   Display attachments	Display of attachments in the article. When you do not select this option, the article does not display the attachments.
   Short description	Short description of the article.
   Article body	Detailed description of the article.

7. Select Save.