Create a new interaction

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • An interaction record is automatically created when an agent accepts a supplier's chat request through the chat queue in 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.

    Result

    An Interaction record is created.