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.

Before you begin

Role required: sn_shop.procurement_specialist

Procedure

1. Navigate to All > Procurement Case Management > Procurement Workspace.
2. On the list page, navigate to All team work.
3. Select the procurement object that you want to work with.
4. On the details page, select the Related cases and tasks icon in the contextual panel of the procurement object.
5. Select the + icon.
6. On the Create a new case or task dialog box, select Create procurement task in the What would you like to create? list.
7. Select Create.
8. On the form, fill in the fields.

   Table 1. Procurement Task

   Field	Description
   Number	System-generated unique identifier for the task.
   Task type	Type of task based on the requirement.
   Select action type for task	Type of action that the shopper must complete for this task to progress. The options are: Mark complete View link Play video Upload documents Complete a form Sign document Note: For View link or Play video action types, the required URL field must be populated with the desired link. For the Complete a form action type, the required Catalog item field must be populated with the desired form or catalog item that is to be completed. For the Sign document action type, the required Document template field must be populated with the desired preconfigured template that is to be sent for signing.
   Assignment group	Group to which the task is assigned to.
   Assigned to	Person within the assignment group to whom the task is assigned to. Note: You must assign the action type to the concerned shopper or employee for them to find it in their tasks list.
   State	Current state the task is in. Note: The assigned to shopper or employee can view this task in Employee Center or Shopping Hub only when the status of the task is updated to Work in Progress.
   Due date	Expected date and time by when the task is expected to be resolved.
   Short description	Brief description of the task.
   Description	Detailed description of the task.
   Summary Details
   Related case	Case associated with the task.
   Sourcing request	Sourcing request associated with the task.
   Purchase requisition	Purchase requisition associated with the task.
   Purchase order	Purchase order associated with the task.
   Sourcing decision dependent on task	Whether any sourcing decision is dependent on the task. Note: This field is displayed only if a related sourcing request is entered.​
   Qualification dependent on task	Whether any qualification is dependent on the task. Note: This field is displayed only if a related sourcing request is entered.​
   Order dependent on task	Whether the order is dependent on the task. Note: This field is displayed only if a related purchase requisition is entered.​
   Expected start	Date and time by when work is expected to start on the task.
   Actual start	Date and time when work actually starts on the task.
   Actual end	Date and time when work actually completes on the task.
   Duration	Time taken to resolve the task, in days, hours, minutes, and seconds.

9. Select Save.
10. Select Send to assignee to send the task to the assigned shopper or employee's queue.
    If you have created a procurement task with action type as Sign document, a document task is automatically created and assigned to the selected shopper or employee.