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

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • 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.

    Vorbereitungen

    Role required: Live agent, Procurement specialist

    Prozedur

    1. Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
    2. Select the List icon (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.
        Tabelle : 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.
        Hinweis:
        The ID of the related record auto-populates when the table name is provided in the Document table field.
    5. Select Save.

    Ergebnisse

    The interaction record is updated with its associated procurement case.