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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Create a procurement task

# Create a procurement task {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

As a procurement specialist, create a procurement task for the shopper or employer from the contextual panel of a procurement object details page in 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 work.
3. Do one of the following:  
   {#create-procurement-task__entry__2}

   | To | Do this |
   |-|-|
   | To create a procurement task for a procurement case. | 1. Select Cases. 2. Select the link to the procurement case record under the Number column. 3. On the Purchasing Tasks tab, select New. {#create-procurement-task__ol_gxt_cgn_qfc} |
   | To create a procurement task for the other procurement objects. | 1. Select any of the following modules and select the link to the record under the Number column. * Sourcing request * Sourcing event * Negotiation * Purchase requisition {#create-procurement-task__ul_sjz_1fn_qfc} 2. Select the link to the record under the Number column to open it. 3. Select Related workPurchasing Tasks. 4. Select New. {#create-procurement-task__ol_ifk_ffn_qfc} |
   [ ]

4. On the Create new task dialog box, select Procurement task from the Task type list.
5. Select Submit.
6. On the form, fill in the fields.  
   {#create-procurement-task__table_ecv_33n_2wb__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated unique identifier for the task. |
   | Task type | Type of task based on the requirement. |
   | Action type for task | Type of action that the shopper must complete for this task to progress. The options are: * Mark complete * View link * Play video * Upload documents * Complete a form * Sign document {#create-procurement-task__ul_md1_qvp_b1c} Note: * For View link or Play video action types, the required URL field must be populated with the desired link. * For the Complete a form action type, the required Catalog item field must be populated with the desired form or catalog item that is to be completed. * For the Sign document action type, the required Document template field must be populated with the desired preconfigured template that is to be sent for signing. {#create-procurement-task__ul_r1f_bzq_b1c} |
   | Assignment group | Group to which the task is assigned to. |
   | Assigned to | Person within the assignment group to whom the task is assigned to. Note: You must assign the action type to the concerned shopper or employee for them to find it in their tasks list. |
   | State | Current state the task is in. Note: The assigned to shopper or employee can view this task in Employee Center or Shopping Hub only when the status of the task is updated to Work in Progress. |
   | Due date | Expected date and time by when the task is expected to be resolved. |
   | Sourcing decision dependent on task | Whether any sourcing decision is dependent on the task. Note: This field is displayed only if a related sourcing request is entered. |
   | Qualification dependent on task | Whether any qualification is dependent on the task. Note: This field is displayed only if a related sourcing request is entered. |
   | Order dependent on task | Whether the order is dependent on the task. Note: This field is displayed only if a related purchase requisition is entered. |
   | Short description | Brief description of the task. |
   | Description | Detailed description of the task. |
   | Summary Details ||
   | Related case | Case associated with the task. |
   | Sourcing request | Sourcing request associated with the task. |
   | Purchase requisition | Purchase requisition associated with the task. |
   | Purchase order | Purchase order associated with the task. |
   | Expected start | Date and time by when work is expected to start on the task. |
   | Actual start | Date and time when work actually starts on the task. |
   | Actual end | Date and time when work actually completes on the task. |
   | Duration | Time taken to resolve the task, in days, hours, minutes, and seconds. |
   [Table 1. Procurement Task]

   {#create-procurement-task__table_ecv_33n_2wb}
7. Select Save.
8. Select Send to assignee to send the task to the assigned shopper or employee's queue.  
   If you have created a procurement task with action type as Sign document, a document task is automatically created and assigned to the selected shopper or employee.

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