Automatic case creation from emails

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Cases are automatically created from incoming emails from shoppers based on the keywords used by them in the subject lines and bodies of the emails.

    As an admin, you can set an email ID where all emails from shoppers are to be received. You can do this by navigating to All > Procurement Case Management > Administration > Procurement Properties.

    Note:
    The following are some examples of cases created from emails with specific keywords.
    • GL coding review cases are created from the keyword "accounting"
    • Contract review cases are created from the keyword "contract"
    • Sourcing related cases are created from the keyword "sourcing"
    • General inquiry cases are created from the keyword "information"