View interaction record in Accounts Payable Operations

View interaction record details to analyze supplier interactions, take immediate actions, and link records to invoice cases requiring investigation.

Before you begin

Role required: Account Payable agent

Procedure

1. Navigate to All > Source-to-Pay Workspace.
2. Select the List icon () and select Interactions >All.
3. View interactions in the desired category to associate a record with an invoice case.

• Assigned to me- Interactions assigned to an agent
• Active- Interactions ready to be investigated
• All- All interactions

4. Select an interaction record to view its details.

   Table 1. Details form

   Field	Description
   Number	System-generated unique interaction number
   Type	Mode of interaction
   State	Status of the record
   Opened for	The virtual agent name
   Assigned to	The Account Payable agent assigned to the interaction record
   Transcript	Text record of the conversation between an agent and the supplier