Create a task for a supplier case from the Source-to-Pay Workspace

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：4分

    • You can create a task for a supplier case and assign it to a supplier contact.

    始める前に

    Role required: sn_slm.manager, sn_slm.owner, sn_slm.fulfiller, or sn_slm.admin

    注:
    The sn_slm.owner role can create tasks only for the suppliers they own.

    手順

    1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
    2. Do one of the following.
      ToDo this
      Create a supplier task from Quick actions On the home page, do one of the following:
      • Under Quick actions, select Create task.
      • Under Quick actions, select Manage my suppliers and do the following:
        1. Select the link to the supplier name under the Legal name column.
        2. From the Create drop-down list, select Supplier task.
      Create a supplier task from the List page
      1. Select the list icon (List icon.) and do one of the following:
        • Navigate to Lists > My work > Open tasks
        • Navigate to Lists > All work > Supplier tasks
        • Navigate to Lists > All work > Employee tasks
        • Navigate to Lists > Review needed > Unassigned tasks
      2. Select New.
      3. In the Create new task dialog box, in the Task type field, select Supplier Task.
      Create a supplier task from the Case details page
      1. Select the list icon (List icon.) and do one of the following:
        • Navigate to Lists > My work > Open cases
        • Navigate to Lists > All work > Cases
      2. In the Number column, select the link to the case that you want to create a task for, and do one of the following:
        • Select Create task.
        • Select the Supplier Tasks tab and then select New.
    3. In the Create new task dialog box, do one of the following:
      表 : 1. Actions performed in Create new task
      To Do this
      Create a task for a supplier
      1. In the Who is this task for? section, select Supplier.
      2. In the Action type field, select one of the following task types:
        • Complete a form
        • Complete checklist
        • Complete survey
        • Mark complete
        • Play video
        • Sign document
        • Upload documents
        • View link
      Create a task for an internal employee
      1. In the Who is this task for? section, select An employee at my company.
      2. In the Action type field, select one of the following task types:
        • Mark complete
        • Play video
        • Upload documents
        • View link

      For more information about the form fields and descriptions on the Create a new task form, see Create new task form.

    4. Select Submit.
    5. On the Task form, fill in the fields.Create New Supplier task form.

      For more information about the form fields and descriptions, see Task form.

    6. Select Save.
      The task is created in Draft state.
    7. Select Submit task.

      The task moves to the Awaiting completion state.

    タスクの結果

    The task is created and assigned to the supplier contact.

    An email notification is triggered to the assigned stakeholder. They can complete the task directly from the email or view it in the Supplier Collaboration Portal.

    次のタスク

    The supplier contact to whom this task is assigned can view it on the My To-dos page. For more information, see Viewing supplier contact tasks from the Supplier Collaboration Portal.