---
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


---

# View or create an interaction for a supplier

# View or create an interaction for a supplier {#ariaid-title1}

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

Typically, an interaction record is automatically created when you accept a chat through the chat queue in the Source-to-Pay Workspace. However, you can also manually created an interaction from the list page of the Source-to-Pay Workspace. You can link an interaction record to an existing supplier case or can assign a task, which needs a supplier manager involvement for investigation.

## Before you begin

Role required: sn_slm.owner

## Procedure

1. Navigate to AllSupplier Lifecycle OperationsSource-to-Pay Workspace.
2. Select the list icon (![List icon.]()) to open the List page.
3. Navigate to All workInteractions
4. Select New.
5. On the form, fill in the fields.  
   {#create-new-interaction__table_z3j_ldt_21c__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated, unique interaction number. |
   | Type | Type of channel used for communication. * Chat * Messaging * Phone * Video {#create-new-interaction__ul_aww_tpq_byb} |
   | Assigned to | The agent to whom the interaction record is assigned. |
   | Supplier | Name of the supplier company the supplier contact belongs to. |
   | Supplier contact | Name of the supplier contact who initiated the interaction. |
   | Short description | Brief description of the interaction. |
   | Work notes | Additional information or comments added to the interaction. |
   [Table 1. Create New Interaction form]

   {#create-new-interaction__table_z3j_ldt_21c}
6. Select Save.

*[\>]: and then