Create and assign a purchase order exception task

Create a task associated with a purchase order exception and assign it to an operational buyer or collaborator. You can track the task status from the purchase order exception.

Before you begin

Role required: sn_poem_core.operational_buyer

Procedure

1. Navigate to Workspaces > Source-to-Pay Workspace.
2. Select the Purchase order management tab.
3. Select an exception that you want to work on.
4. From the Address exception list, select Assign task.
   
5. On the form, fill in the fields.

   Table 1. Create a new task form

   Field	Description
   Assign to	Name of the buyer or collaborator.
   Sub type	Type of task being assigned.
   Action type for task	Action to be performed for the task.
   Priority	Urgency level assigned to the task.
   Short description	Short description of the task.

   
6. Select Create.
   A purchase order exception task record is created.
7. Update the record if needed and select Submit task.
   Note:

   To activate the Submit task button, complete the Action type, Sub type, and Assign to fields, then save your changes.

Result

The task is assigned to the assignee. You can't make any changes to the record until the assignee completes the task.