Accept a finance case

As a finance specialist, if a finance case is assigned to you, accept the case to start resolving it.

Before you begin

Role required: sn_fin_ops.specialist

Procedure

1. Navigate to either of the following:
   • All > Finance Operations > Finance Operations Workspace.
   • Workspaces > Finance Operations Workspace.
2. In the Finance Operations workspace, select the List icon to open the List page.
3. From the list page, navigate to either of the following submodules:
   • My work > Open cases
   • All work > Cases
4. Select a case number link from the Number column.
5. Select Accept.
   Note:

   The Accept option is available only if the cases assigned to you are in the draft state.

   Figure 1. Accept draft finance cases assigned to you

   

   The state of the accepted case changes to Work in Progress.
6. Select Save.