Create new interaction

An interaction record is automatically created when an agent accepts a supplier's chat request through the chat queue in the Supplier Collaboration Portal.

Before you begin

Role required: Account Payable Operations agent

Procedure

1. Navigate to All > Source-to-Pay Workspace.
   Based on the supplier interaction with the agent, an interaction record is auto-created. For more information about the fields in an interaction record, see Interaction management in Accounts Payable Operations.
2. ClickCreate a case.
   If the supplier chat has a new inquiry, then use create a case. For more information about creating invoice inquiry case, see Invoice inquiry cases.
3. Click Save.
   New Interaction record is created.