Create a new interaction

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create and manage interaction records in Accounts Payable Operations to track supplier requests received through chat, email, or the Supplier Collaboration Portal.

    Before you begin

    Role required: Account Payable Operations agent

    Procedure

    1. Navigate to All > Source-to-Pay Workspace.
      Based on the supplier interaction with the agent, an interaction record is auto-created. For more information about the fields in an interaction record, see Interaction management in Accounts Payable Operations.
    2. ClickCreate a case.
      If the supplier chat has a new inquiry, then use create a case. For more information about creating invoice inquiry case, see Invoice inquiry cases.
    3. Click Save.
      New Interaction record is created.