Composing emails with predefined content from the Source-to-Pay Workspace

Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.

You can use this feature to compose and send emails directly from an invoice case. To open the email client, select Compose Email from the more actions icon () from an invoice case. A draft email appears with pre-populated data in the To and Subject fields.

The To field is auto-populated with the following information:

• The email address of the user in the Requested by field on the invoice case form.
• The email address of the user in the Assigned to field on the invoice case form.

The Subject field is auto-populated with the case number and the invoice case short description.

Using quick messages

In the email client, you can select a quick message to fill the email body with the content that is specified in the quick message. After you define one or more quick messages, the Quick Messages contextual pane appears in the email client so that you can draft an email with a quick message of your choice.

For more information on how to create a quick message, see Define a quick message.

Using response templates

Resolve cases faster and more efficiently with response templates. Response templates are reusable messages that can be copied to draft emails to provide quick and consistent messages to users.

Open the response template that you want to use for your email and select Copy to clipboard. You can now paste the contents of this template at the location of the cursor. It doesn't replace the content that you created before selecting the response template. To replace existing content with a response template content, highlight the text to replace and then select a response template.

For more information on how to work with response templates, see Create or modify a response template.

• Communicate using emails from the Source-to-Pay Workspace
  Compose and send emails directly from an invoice inquiry case or an invoice processing case in the Source-to-Pay Workspace.

Related concepts

• Invoice case categories and subcategories
• Using Invoice Case Management
• Using Accounts Payable Invoice Processing
• Advanced Work Assignment in Accounts Payable Operations
• Using Advanced Work Assignment for Accounts Payable Operations
• Interaction management in Accounts Payable Operations
• Universal Request in Accounts Payable Operations
• Playbook for updating the invoice primary data
• Using Supplier Collaboration Portal in APO

Related tasks

• Create a knowledge base article about invoice
• Configure Advanced Work Assignment for Accounts Payable Operations
• Working with Advanced Work Assignment