Create a quick case

As a procurement specialist, quickly create a procurement case from the plus icon on Source-to-Pay Workspace. With an additional supplier role of sn_supplier.fulfiller, you can similarly create a supplier case.

Before you begin

Role required: sn_shop.procurement_specialist

Procedure

1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
2. On the landing or list page, select the + icon at the tab level.
3. On the Create new case dialog box, select the case type from the Case type list.
4. Select Submit.
   A case form is displayed with pre-filled data based on the templates that you have configured.
5. On the form, fill in the required fields.
6. Select Save.