---
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 :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Associate interaction record with related procurement case

# Associate an interaction record with a related procurement case in Source-to-Pay Workspace {#ariaid-title1}

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

Associate an interaction record to a procurement case if your
interaction is related to an existing procurement case. You can also associate a task to an interaction record to track your actions related to the interaction.

## Before you begin

Role required: Live agent, Procurement specialist

## Procedure

1. Navigate to AllProcurement Case ManagementSource-to-Pay Workspace.
2. Select the List icon (![]()) and select Interactions \>All.
3. Search for an interaction record using the interaction ID from the list of records.
4. Associate a record with an existing procurement case.
   1. Select More Actions option and then select Associate record.
   2. On the form, fill in the fields.  
      {#associate-interaction-record__table_e5y_qry_2xb__entry__2}

      | Field | Description |
      |-|-|
      | Interaction | System-generated interaction number. |
      | Record Type | Type of record created for a task or knowledge topic. By default, this task is auto-populated. |
      | Document table | Unique table name of the procurement case. |
      | Task | Procurement task that you want to associate to an interaction record. Note: The ID of the related record auto-populates when the table name is provided in the Document table field. |
      [Table 1. Associate record form]

      {#associate-interaction-record__table_e5y_qry_2xb}
   {#associate-interaction-record__substeps_f1b_mm5_hxb}
5. Select Save.
{#associate-interaction-record__steps_sq5_s45_hxb}

## Result

The interaction record is updated with its associated procurement case.

*[\>]: and then