Working with Advanced Work Assignment

Use live chat in Accounts Payable Operations to interact with AP agents and resolve invoice inquiry cases as a supplier.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Supplier Collaboration portal.
   Suppliers interact with APO live agent for invoice inquiry cases. The interactions between supplier and APO live agent is recorded in an auto-generated interaction record. For more information regarding interaction record, refer Interaction management in Accounts Payable Operations.
2. Click Create a case through the interaction record to create an inquiry case.
   For more information about invoice case, refer Create New Invoice case form.

Related concepts

• Invoice case categories and subcategories
• Using Invoice Case Management
• Using Accounts Payable Invoice Processing
• Advanced Work Assignment in Accounts Payable Operations
• Using Advanced Work Assignment for Accounts Payable Operations
• Interaction management in Accounts Payable Operations
• Composing emails with predefined content from the Source-to-Pay Workspace
• Universal Request in Accounts Payable Operations
• Playbook for updating the invoice primary data
• Using Supplier Collaboration Portal in APO

Related tasks

• Create a knowledge base article about invoice
• Configure Advanced Work Assignment for Accounts Payable Operations