Associate an interaction record in Accounts Payable Operations

Associate an interaction record to an existing invoice case in Source-to-Pay workspace to track related communications and case activity in one place.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Source-to-Pay Workspace..
2. Select the List icon (Interactions > All.
3. Search for an existing interaction record using the interaction ID from the list of records.
4. Associate a record with an existing invoice case.
   1. Select More Actions and then select Associate record.
      The Create New Interaction Related Record form appears in a new tab.
   2. On the form, fill in the fields.

   Table 1. Create New Interaction Related Record form

   Field	Description
   Interaction	System-generated interaction number.
   Record Type	Type of record created for a case or knowledge topic. By default, this task is auto-populated.
   Document table	Invoice case name that you want to associate with the interaction record.
   ID of related record	Auto-populates after the Document table field is filled.