Request additional information for a finance case

Request additional information from the requester to continue working on the finance inquiry case.

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. From the list page, navigate to either of the following submodules:
   • My work > Open tasks
   • All work > Tasks
3. From the Number column, select a link to open the finance inquiry case.
4. Select the more actions icon
5. Select Request info.
   Note:

   The Request info option for a finance case is available only if:

   • The case is assigned to you.
   • The requester is available.
   • The case is in Work in Progress state.

   
6. In the Request Info dialog, provide the reason for requesting additional information.
7. Select Request info.

Result

You can see the reason in the activity stream. The requester receives an email requesting additional information.