---
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 case for enabling credit card

# Create a case for supplier credit card enablement {#ariaid-title1}

* Release version: Yokohama
* 
* Updated November 19, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a supplier case to request for the credit card information from a supplier.

## Before you begin

Role required: sn_slm.manager, sn_slm.owner, or sn_slm.admin  
Note:  
The sn_slm.owner role can create cases only for the suppliers they own.

## Procedure

1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
2. On the home page, do one of the following:  
   * Under Quick actions, select Create case.
   * Under Quick actions, select Manage my suppliers and do the following:
     1. Select the link to the supplier name under the Legal name column.
     2. From the Create drop-down list, select Supplier case.
     {#create-credit-card-enblmnt-case__ol_mnj_5ng_jhc}
   {#create-credit-card-enblmnt-case__ul_lnj_5ng_jhc}
3. On the Create New Supplier Case form, fill in the fields.  
   In the Case type field, select Credit card enablement.

   For more information about the form fields and descriptions, see [Create New Supplier Case form](https://servicenow-prod.fluidtopics.net/bUL5uduJwwHW8NS0c1K32g "Use the Create New Supplier Case form to enter supplier case details and provide resolution information.").
4. Select Save.  
   The case is created in Draft state.
5. Select Submit case.

## Result

The case is created in the Open state.

## What to do next

After you submit the case, a playbook for this supplier case opens.

For more information, see [Supplier credit card enablement playbook](https://servicenow-prod.fluidtopics.net/Ue2YcxU3xr4OOmZvxb5nFw "Source-to-Pay Workspace includes a playbook to complete the supplier cases for initiating credit card acceptance requests.").
**Related concepts**   

* [Using Supplier Payment Optimization](https://servicenow-prod.fluidtopics.net/GH~4AHHYAD7yGZSPAQ5H4g "Use Supplier Payment Optimization for identifying, prioritizing, and tracking suppliers with high potential of accepting credit card payments. The saving estimation tool can be used to calculate potential savings from credit card payments.")
* [Case playbook for specific supplier case types](https://servicenow-prod.fluidtopics.net/QX73ZyWsvXolsU0d62fo8A "Source-to-Pay Workspace includes a generic case playbook to complete supplier cases of specific case types.")  
**Related tasks**   

* [View the Payment Optimization dashboard](https://servicenow-prod.fluidtopics.net/FDU0P92H74YheJy8gUayww "The Payment optimization dashboard provides an overview of the total spend and potential savings for all suppliers.")
* [Estimate savings using the saving estimator tool](https://servicenow-prod.fluidtopics.net/r7SSoFZgxmxBHvcSQ_1c1w "The saving estimator tool is used to calculate potential savings from credit card payments. The tool uses default values and allows users to modify billing cycles and other parameters to create new estimates.")

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