Create a quick case

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • As a procurement specialist, quickly create a procurement case from the plus icon on Source-to-Pay Workspace. With an additional supplier role of sn_supplier.fulfiller, you can similarly create a supplier case.

    Avant de commencer

    Role required: sn_shop.procurement_specialist

    Procédure

    1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
    2. On the landing or list page, select the + icon at the tab level.
    3. On the Create new case dialog box, select the case type from the Case type list.
    4. Select Submit.
      A case form is displayed with pre-filled data based on the templates that you have configured.
    5. On the form, fill in the required fields.
    6. Select Save.