---
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 on behalf of a supplier from the Source-to-Pay Workspace

# Create a case on behalf of a supplier from the 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

Create a supplier case to track the progress of supplier tasks, resolve issues related to supplier products or services, and request additional 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. Do one of the following.

   | To | Do this |
   | To create a case from Quick actions | 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-new-supplier-case__ol_on1_1dq_pyb} {#create-new-supplier-case__ul_chw_tbq_pyb} |
   | To create a case from the List page | 1. Select the list icon (![List icon.]()) and do one of the following: * Navigate to ListsMy workOpen cases * Navigate to ListsAll workCases {#create-new-supplier-case__ul_igd_x5v_yzb} 2. Select New. 3. On the Create new case dialog box, select a case type from the Case type field, and then select Submit. {#create-new-supplier-case__ol_tqh_jph_wtb} |
   |-|-|

   {#create-new-supplier-case__choicetable_qn2_ksn_wtb}
3. On the Create New Supplier Case form, fill in the fields.  
   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. Do the following steps only if you selected these case types: Banking information change request, Supplier information change request, Supplier location change request.  
   1. Select Add more details.
   2. On the Add more details form, fill in the fields.In the Case type field, if you selected Banking information change request, see [Update banking details form](https://servicenow-prod.fluidtopics.net/SCPqhAuP8_u92vlcGR2suA "Use the Update banking details form to update the banking details of the supplier.") for more information about the form fields and descriptions.

      In the Case type field, if you selected Supplier information change request, see [Update profile details form](https://servicenow-prod.fluidtopics.net/zWRfDipDnsy0TuSDOlO8Hw "Use the Update profile details form to update the details of the company profile.") for more information about the form fields and descriptions.

      In the Case type field, if you selected Supplier location change request, see [Add New Location form](https://servicenow-prod.fluidtopics.net/Uu3q~mowYi6cN~Nn7sQ2Yw "Use the Add New Location form to provide details about the location of a supplier.") for more information about the form fields and descriptions.
   3. Select Submit.
   {#create-new-supplier-case__ol_tph_phw_yzb}
6. Select Submit case  
   The case moves to the Open state.

## What to do next

After you submit the case, depending on the case type, the specific playbook for the supplier case opens.

For more information, see [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.") and [Playbook for updating the supplier primary data](https://servicenow-prod.fluidtopics.net/fbpaN7KFiQLY1cN~_iiPhQ "Source-to-Pay Workspace includes a playbook that you use for updating the supplier primary data.").

*[\>]: and then