Managing supplier cases from the Source-to-Pay Workspace Release version: Xanadu Updated August 1, 2024 1 minute to readYou can create and manage supplier cases for suppliers in the Source-to-Pay Workspace. Configure due dates for supplier casesConfigure due dates for different case types so that the Due date field is auto-populated when you create supplier cases.Case playbook for specific supplier case typesSource-to-Pay Workspace includes a generic case playbook to complete supplier cases of specific case types.Playbook for updating the supplier primary dataSource-to-Pay Workspace includes a playbook that you use for updating the supplier primary data.Create a case on behalf of a supplier from the Source-to-Pay WorkspaceCreate a supplier case to track the progress of supplier tasks, resolve issues related to supplier products or services, and request additional information from a supplier.Assign a supplier case to yourself from the Source-to-Pay WorkspaceAs a supplier manager, assign a case to yourself and start working on it.Submit a supplier case from the Source-to-Pay WorkspaceSubmit a supplier case in Draft state to indicate that it is ready to be worked on.Complete a supplier case from the Source-to-Pay WorkspaceYou can mark a supplier case as complete when you finish all the tasks related to that case.Reopen a supplier case from the Source-to-Pay WorkspaceReopen a closed supplier case if you are not satisfied with the case resolution.Add a related case to a supplier case from the Source-to-Pay WorkspaceIf a supplier case has related cases, you can add them to that supplier case from the Source-to-Pay Workspace.View a supplier case from the Source-to-Pay WorkspaceAs a supplier manager, view a supplier case that requires your input or approval.Related conceptsManaging supplier tasks from the Source-to-Pay WorkspaceManaging supplier contacts from the Source-to-Pay WorkspaceInteraction Management in Supplier Lifecycle OperationsComposing emails with predefined content from the Source-to-Pay WorkspaceRelated tasksCreate a supplier from the Source-to-Pay WorkspaceAdd a supplier location from the Source-to-Pay WorkspaceEdit supplier details from the Source-to-Pay WorkspaceOffboard a supplier from the Source-to-Pay WorkspaceManage documents from the Source-to-Pay WorkspaceAccept an incoming chat request from the Source-to-Pay Workspace
Managing supplier cases from the Source-to-Pay Workspace Release version: Xanadu Updated August 1, 2024 1 minute to readYou can create and manage supplier cases for suppliers in the Source-to-Pay Workspace. Configure due dates for supplier casesConfigure due dates for different case types so that the Due date field is auto-populated when you create supplier cases.Case playbook for specific supplier case typesSource-to-Pay Workspace includes a generic case playbook to complete supplier cases of specific case types.Playbook for updating the supplier primary dataSource-to-Pay Workspace includes a playbook that you use for updating the supplier primary data.Create a case on behalf of a supplier from the Source-to-Pay WorkspaceCreate a supplier case to track the progress of supplier tasks, resolve issues related to supplier products or services, and request additional information from a supplier.Assign a supplier case to yourself from the Source-to-Pay WorkspaceAs a supplier manager, assign a case to yourself and start working on it.Submit a supplier case from the Source-to-Pay WorkspaceSubmit a supplier case in Draft state to indicate that it is ready to be worked on.Complete a supplier case from the Source-to-Pay WorkspaceYou can mark a supplier case as complete when you finish all the tasks related to that case.Reopen a supplier case from the Source-to-Pay WorkspaceReopen a closed supplier case if you are not satisfied with the case resolution.Add a related case to a supplier case from the Source-to-Pay WorkspaceIf a supplier case has related cases, you can add them to that supplier case from the Source-to-Pay Workspace.View a supplier case from the Source-to-Pay WorkspaceAs a supplier manager, view a supplier case that requires your input or approval.Related conceptsManaging supplier tasks from the Source-to-Pay WorkspaceManaging supplier contacts from the Source-to-Pay WorkspaceInteraction Management in Supplier Lifecycle OperationsComposing emails with predefined content from the Source-to-Pay WorkspaceRelated tasksCreate a supplier from the Source-to-Pay WorkspaceAdd a supplier location from the Source-to-Pay WorkspaceEdit supplier details from the Source-to-Pay WorkspaceOffboard a supplier from the Source-to-Pay WorkspaceManage documents from the Source-to-Pay WorkspaceAccept an incoming chat request from the Source-to-Pay Workspace