Create a finance case

Create a finance case on behalf of a requester to track the progress.

Before you begin

Role required: sn_fin_ops.specialist

Procedure

1. Navigate to either of the following:
   • All > Finance Operations > Finance Operations Workspace.
   • Workspaces > Finance Operations Workspace.
2. In the Finance Operations workspace, select the List icon .
3. From the list page, navigate to either of the following submodules:
   • My work > Open cases
   • All work > Cases
4. Select New from within a submodule.
5. From the Case type drop-down list, select Finance Inquiry.
6. Select Submit.
   The Create New Finance Case form opens in a new tab in the Finance Operations Workspace.

   Note:

   If you have access to Source-to-Pay Workspace and if you select a case type related to Source-to-Pay operations, the new form opens in a new browser tab in the Source-to-Pay Workspace.
7. On the Create New Finance Case form, fill in the fields.
   For more information on the form fields and descriptions, see Create a finance case form.
8. Select Save.
   A new finance case is created. For more information on viewing finance cases, see View a case from Finance Operations Workspace.