---
sourceDocument: Xanadu Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Associate an interaction record in Accounts Payable Operations

# Associate an interaction record in Accounts Payable Operations {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Associate an interaction record to an invoice case if your interaction is related to an existing invoice case in Source-to-Pay workspace.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllSource-to-Pay Workspace..
2. Select the List icon (InteractionsAll.
3. Search for an existing interaction record using the interaction ID from the list of records.
4. Associate a record with an existing invoice case.
   1. Select More Actions ![more actions]() and then select Associate record.  
      The Create New Interaction Related Record form appears in a new tab.
   2. On the form, fill in the fields.

   {#associate-an-interaction-record__substeps_mkh_tyg_bzb}  
   {#associate-an-interaction-record__table_e5y_qry_2xb__entry__2}

   | Field | Description |
   |-|-|
   | Interaction | System-generated interaction number. |
   | Record Type | Type of record created for a case or knowledge topic. By default, this task is auto-populated. |
   | Document table | Invoice case name that you want to associate with the interaction record. |
   | ID of related record | Auto-populates after the Document table field is filled. |
   [Table 1. Create New Interaction Related Record form]

   {#associate-an-interaction-record__table_e5y_qry_2xb}

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