Enable automatic creation of supplier cases from incoming emails

The supplier administrator can set this property to create a supplier case automatically from an incoming email.

始める前に

Role required: admin

このタスクについて

Supplier Case Management automatically creates a supplier case if the incoming email address matches with the email address specified in this property. For more information, see Configure properties for Supplier Case Management.

If you use the automatic case creation functionality in both Supplier Case Management (SCO) and Sourcing and Procurement Operations (SPO), ensure that each instance is configured with a unique email address in the Automatic creation of cases from email property. This ensures that the instance can correctly match incoming emails to the appropriate user and create the corresponding case.

For example:

• In SLO, set the email address to [e-mail] for creating supplier cases.
• In SPO, set the email address to [e-mail] for creating procurement cases. For more information, see Automatic case creation from emails.

This approach enables seamless case creation and accurate email-to-user mapping.

手順

1. Navigate to All > Supplier Case Management > Administration > Properties.
2. In the Automatic creation of cases from email field, enter the email address of the incoming email.
3. Select Save.
   注:

   After M2M mapping between supplier contact and suppliers is enabled, the contacts linked with multiple suppliers have to include the supplier's legal name while sending emails for automatic creation of cases. For more information, see Email format for contacts linked with multiple suppliers.

関連資料

• Email format for contacts linked with multiple suppliers