Communicate using emails from the Source-to-Pay Workspace

Compose and send emails directly from an invoice inquiry case or an invoice processing case in the Source-to-Pay Workspace.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist, sn_ap_apm.admin, sn_ap_cm.agent, or sn_ap_cm.admin

Procedure

1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
2. Select the list icon ().
3. Do one of the following:
   • As an Accounts Payable Specialist:
     • Navigate to Lists > My Work > My open invoice processing cases
     • Navigate to Lists > All Work > All open invoice processing cases
   • As an agent:
     • Navigate to Lists > My Work > My open invoice inquiry cases
     • Navigate to Lists > All Work > All open invoice inquiry cases
4. In the Number column, select the link to the case to open it.
5. Select the more actions icon () and select Compose Email.
   
6. Do one of the following:
   • To insert templated content into the email body using quick messages:
     1. Select the quick messages icon () and select an appropriate quick message that you want to use.
     2. Select Insert.
   • To insert templated content into the email body using response templates:
     1. Select the response templates icon () and select an appropriate response template that you want to use.
     2. Select Copy to clipboard.
     3. Paste the content in the email body.
7. Do one of the following:
   • To send the email instantly, select Send Email.
   • To save the email as draft to send later, select Save as draft.

Result

Emails are sent from the Source-to-Pay Workspace.