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

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

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bundleId :

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workflow :

    - Employee


---

# Create a task from a procurement case

# Create a task from a procurement case {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a task directly from a procurement case. You can also create associated tasks
and assign these tasks to fulfill the request.

## Before you begin

Role required: sn_spend_psd.psd_admin, sn_spend_psd.agent

## Procedure

1. Navigate to AllProcurement Case ManagementSource-to-Pay Workspace.  
   A Source-to-Pay Workspace agent page is displayed.
2. Select the List button on the left pane.  
   The List pane expands to displays all related lists.
3. Select Requisitions.
4. Select the requisition number for which you want to add a task.
5. Select the Purchasing Tasks tab.
6. Select New on the associated Procurement Tasks list.  
   The Create a new task pop-up is displayed.
7. In the What task would you like to create? field, select a task type.  
   For information on the task types, see [Purchasing tasks and procurement cases](https://servicenow-prod.fluidtopics.net/vD5fwFSRsBKUalbsEZq0Fg "All automated purchasing tasks and procurement cases are created using flow designer from the Service Delivery Common (SDC) application. Flow designer uses the underlying task and case generation decision tables, and purchasing tasks and procurement cases are created based on the conditions defined in the decision tables.").
8. Select Create task.
9. On the form, fill in the fields.  
   {#assign-procurement-task__table_gc2_kbk_qnb__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated unique identifier for the task. |
   | Created | Creation date of the task. |
   | Task type | Type of the task to fulfill the request. |
   | Sub type | Subtype of the task to fulfill the request. |
   | Request | Associated request for the task. |
   | State | Status of the task. |
   | Assignment group | Group that can fulfill the task. |
   | Assignment to | Person assigned to complete the task. |
   | Due date | Expected date of completion for the task. |
   | Short description | Short description of the task. |
   | Description | Detailed description of the tasks. |
   [ ]

   {#assign-procurement-task__table_gc2_kbk_qnb}
10. Select Submit.  
    You can create multiple tasks to fulfill the procurement case. All tasks in Open state are displayed on the Open tasks pane of the task tab. You can access the tasks directly from this pane and perform the necessary actions.
{#assign-procurement-task__steps_cqp_jrk_qnb}

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