Working with Advanced Work Assignment

Suppliers interact with APO agents for invoice inquiry cases using the live chat.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Supplier Collaboration portal.
   Suppliers interact with APO live agent for invoice inquiry cases. The interactions between supplier and APO live agent is recorded in an auto-generated interaction record. For more information regarding interaction record, refer Interaction management in Accounts Payable Operations.
2. Click Create a case through the interaction record to create an inquiry case.
   For more information about invoice case, refer Create New Invoice case form.

Result

An invoice inquiry case is created through the interaction record, and the interaction is auto-recorded.

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