Associate an interaction record with a related procurement case in Source-to-Pay Workspace

Associate an interaction record to a procurement case if your interaction is related to an existing procurement case. You can also associate a task to an interaction record to track your actions related to the interaction.

始める前に

Role required: Live agent, Procurement specialist

手順

1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
2. Select the List icon () and select Interactions >All.
3. Search for an interaction record using the interaction ID from the list of records.
4. Associate a record with an existing procurement case.
   1. Select More Actions option and then select Associate record.
   2. On the form, fill in the fields.

      表 : 1. Associate record form

      Field	Description
      Interaction	System-generated interaction number.
      Record Type	Type of record created for a task or knowledge topic. By default, this task is auto-populated.
      Document table	Unique table name of the procurement case.
      Task	Procurement task that you want to associate to an interaction record. 注: The ID of the related record auto-populates when the table name is provided in the Document table field.

5. Select Save.

タスクの結果

The interaction record is updated with its associated procurement case.