Create a finance task and associate it to a finance case.
시작하기 전에
Role required: sn_fin_ops.admin, sn_fin_ops.specialist
프로시저
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Navigate to either of the following:
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In the Finance Operations workspace, select the List icon (
)
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From the list page, navigate to either of the following submodules:
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Select New from within a submodule.
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From the Case task drop-down list, select Finance task.
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Select Submit.
The Create New Finance Task form opens in a new tab in the Finance Operations Workspace.
주: If you have access to Source-to-Pay Workspace and if you select a task type related to Source-to-Pay operations, the new
form opens in a new browser tab in the Source-to-Pay Workspace.
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On the Create New Finance Task form, fill in the fields.
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Select Save.