Using Procurement Case Management

With the Procurement Case Management application, you can enable your employees to submit procurement cases and access your organization's knowledge base.

• Create a procurement case
  As a procurement specialist, create a procurement case from the list view of Source-to-Pay Workspace to address your procurement-related business needs.
• Create a procurement case for a service
  Create a procurement case for a service that you wish to procure. The procurement organization receives your details from the request and works toward its fulfillment.
• 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.
• Create a supplier case
  As a procurement specialist, with an additional supplier role of sn_slm.manager, create a supplier case from the list view of Source-to-Pay Workspace to address your supplier-related business needs.
• Create a task from a procurement case
  Create a task directly from a procurement case. You can also create associated tasks and assign these tasks to fulfill the request.
• Create a procurement task
  As a procurement specialist, create a procurement task for the shopper or employer from the contextual panel of a procurement object details page in Source-to-Pay Workspace, to address your procurement-related business needs.
• Add a sourcing request to a sourcing event
  You can manage multi-supplier and multi-product negotiations by mapping similar sourcing requests and related negotiations to a sourcing event.
• Work on a sourcing event
  You can work on a sourcing event and complete an entire workflow, right from starting negotiations with multiple suppliers, to awarding one or multiple suppliers, or rejecting bids. Awarding suppliers create purchase requisitions for the selected suppliers and items.
• Award multiple suppliers from a sourcing event
  When negotiations are complete for a sourcing event, you can award one or multiple suppliers from the sourcing event, or reject all bids, as required. Awarding suppliers create purchase requisitions for the selected suppliers and items.
• Create a knowledge base article about procurement
  Create a knowledge base article about procurement so that you can share procurement information and policies with your employees and procurement team.

Related concepts

• Using Shopping Hub Mobile
• Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace
• Using Spend and Savings Management
• Using Sourcing Pipeline Management
• Procurement Case Management
• Procurement Case Management Dashboard

Related tasks

• Create a Universal Request
• Install Sourcing and Procurement Operations

Related reference

• Using Shopping Hub
• Application plugin installation sequence in Sourcing and Procurement Operations