Associate an interaction record with a related procurement case in Source-to-Pay Workspace

Associate an interaction record to a procurement case if your interaction is related to an existing procurement case. You can also associate a task to an interaction record to track your actions related to the interaction.

Before you begin

Role required: Live agent, Procurement specialist

Procedure

1. Navigate to All > Procurement Case Management > Procurement Workspace.
2. Select the List icon () and select Interactions >All.
3. Search for an interaction record using the interaction ID from the list of records.
4. Associate a record with an existing procurement case.
   1. Select More Actions option and then select Associate record.
   2. On the form, fill in the fields.

      Table 1. Associate record form

      Field	Description
      Interaction	System-generated interaction number.
      Record Type	Type of record created for a task or knowledge topic. By default, this task is auto-populated.
      Document table	Unique table name of the procurement case.
      Task	Procurement task that you want to associate to an interaction record. Note: The ID of the related record auto-populates when the table name is provided in the Document table field.

5. Select Save.

Result

The interaction record is updated with its associated procurement case.