View a case from Finance Operations Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • View a case from the Finance Operations Workspace for further processing.

    Before you begin

    Role required: sn_fin_ops.specialist

    Procedure

    1. Navigate to either of the following:
      • All > Finance Operations > Finance Operations Workspace.
      • Workspaces > Finance Operations Workspace.
    2. In the Finance Operations Workspace, select the List icon to open the List page.
    3. From the list page, navigate to either of the following submodules:
      • My work > Open cases
      • All work > Cases
    4. Select a case number link from the Number column.

    Result

    The details of finance cases are displayed on the Details tab of the Finance Operations Workspace. For more information, see Finance Operations Workspace Case Details page.

    View a finance case

    If you have access to the Source-to-Pay Workspace, you can see invoice, procurement, and supplier cases in the list. If you open any of these cases, the details of the case are displayed in the Source-to-Pay Workspace.