Associate an interaction record to a supplier case

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Associate an interaction record to a supplier case if your interaction is related to an existing supplier case in Source-to-Pay Workspace.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Source-to-Pay Workspace..
    2. Select the List icon (List icon.).
    3. Navigate to All work > Interactions
    4. In the Number column, select the link to an interaction that you want to associate with a supplier case.
    5. Select More Actions More actions icon. and then select Associate record.
      The Create New Interaction Related Record form appears in a new tab.
    6. In the Supplier case field, search for and select a supplier case that you want to associate with the interaction.
    7. Select Save.