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

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    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Create a procurement case

# Create a procurement case {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

As a procurement specialist, create a procurement case from the list view of Source-to-Pay Workspace to address your procurement-related business needs.

## Before you begin

Role required: sn_shop.procurement_specialist

## Procedure

1. Navigate to AllProcurement Case ManagementProcurement Workspace.
2. On the list page, navigate to All workCases.
3. Select New.
4. On the Create a new case dialog box, select the case type from the What would you like to create? list.  
   A procurement specialist can also create a case or task by navigating to Related cases and tasks in the contextual panel of a procurement object details page, and selecting the + icon.
5. Select Create Case.
6. On the form, fill in the fields.  
   {#create-procurement-case__table_ecv_33n_2wb__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated unique identifier for the case. |
   | Created | Date and time when the case was opened. |
   | Case type | Type of case based on the requirement. The case type options are different for procurement cases and supplier cases. |
   | Due date | Expected date and time by when the case is expected to be resolved. |
   | Requested by | Person who requested for the case. |
   | Priority | Urgency of the case. |
   | State | Current state the case is in. |
   | Assignment group | Group to which the case is assigned to. |
   | Assigned to | Person within the assignment group to whom the case is assigned to. |
   | Short description | Brief description of the case. |
   | Description | Detailed description of the case. |
   | Summary Details ||
   | Supplier | Supplier associated with the case. |
   | Related PO | Purchase order associated with the case. |
   | Related PR | Purchase requisition associated with the case. |
   | Related SR | Sourcing request associated with the case. |
   | Related NEG | Negotiation associated with the case. |
   | Related NE | Negotiation event associated with the case. |
   | Related case | Any other case associated with the case. |
   | Sourcing decision dependent on case | Whether any sourcing decision is dependent on the case. Note: This field is displayed only if a related sourcing request, negotiation, or negotiation event is entered. |
   | Qualification dependent on case | Whether any qualification is dependent on the case. Note: This field is displayed only if a related sourcing request, negotiation, or negotiation event is entered. |
   | Order dependent on case | Whether the order is dependent on the case. Note: This field is displayed only if a related purchase requisition is entered. |
   | Expected start | Date and time by when work is expected to start on the case. |
   | Actual start | Date and time when work actually starts on the case. |
   | Actual end | Date and time when work actually completes on the case. |
   | Duration | Time taken to resolve the case, in days, hours, minutes, and seconds. |
   | Reason | Reason why the case was created. |
   [Table 1. Procurement Case]

   {#create-procurement-case__table_ecv_33n_2wb}
7. Select Save.
{#create-procurement-case__steps_dcv_33n_2wb}

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