---
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


---

# Interaction Management in Supplier Lifecycle Operations

# Interaction Management in Supplier Lifecycle Operations {#ariaid-title1}

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

Interactions are a centralized location for all communication channels available in Source-to-Pay Workspace. Interaction Management involves managing supplier-related queries from different sources, such as an email, chat, message, or SMS.
* **[View or create an interaction for a supplier](https://servicenow-prod.fluidtopics.net/oB7TtZ05X6O5J4UYXQeEkQ)**   
  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.
* **[Associate an interaction record to a supplier case](https://servicenow-prod.fluidtopics.net/VkC9F1eTrxoN0kkiUQTNxA)**   
  Associate an interaction record to a supplier case if your interaction is related to an existing supplier case in Source-to-Pay Workspace.

**Related concepts**   

* [Source-to-Pay Workspace Supplier page](https://servicenow-prod.fluidtopics.net/eacfrKN4WInuXxyZVv7sSQ "As a supplier manager, view all the information about a supplier, view supplier locations, manage cases, and view procurement information.")
* [Manage internal stakeholders](https://servicenow-prod.fluidtopics.net/XC9NyB0mF8Z7w749ucSynw "Internal stakeholders represent key relationship types associated with a supplier such as Business owner, Category manager, or Procurement manager. Mapping internal stakeholders to a unique relationship type enhances governance data visibility and facilitates effective relationship management with a supplier.")
* [Manage supplier contacts from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/J6XliqOPhaE9eCA2VDhSeA "Add or remove contacts, elevate access or remove elevated access to contacts from the Source-to-Pay Workspace.")
* [Manage supplier cases from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/hrA2bAPVzieNA2dX76bH3w "You can create and manage supplier cases for suppliers in the Source-to-Pay Workspace.")
* [Manage supplier tasks from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/zktmcovm_xsgHKaaSMLuGA "You can create and manage tasks for suppliers and internal users in the Source-to-Pay Workspace.")
* [Composing emails with predefined content from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/kDTcBAYQvfBXurYM_UzkTw "Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.")
* [Overall supplier dashboard](https://servicenow-prod.fluidtopics.net/3kfDdqC7g19cZlK_7LafXQ "The Overall supplier dashboard provides a comprehensive view of the entire supplier base's performance in one centralized location, aggregating data across all suppliers to give you enterprise-wide insights.")
* [Emails view for supplier managers](https://servicenow-prod.fluidtopics.net/LI0dMtmer8Qr5pN2AFy68A "Supplier managers can access all emails including system-triggered emails, inbound replies, and error emails from the Source-to-Pay Workspace at case, task, and supplier levels.")  
**Related tasks**   

* [Create a supplier from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/J6YMIpJk14NbY4QrwrQVVQ "Create a supplier to quickly onboard the supplier using playbooks and start purchasing goods and services.")
* [Offboard a supplier from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/dtYlXePMZ2L2_Qj9QoCbiw "Offboard a supplier due to performance issues or when you learn that the supplier follows practices that are inconsistent or unethical.")
* [Accept an incoming chat request from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/B9h3TyLUAx9ddMmHaW~qRg "As a supplier fulfiller, accept an incoming chat request from the Supplier Manager Workspace Inbox to start a chat session with a supplier contact.")
* [Create supplier case from Universal Request](https://servicenow-prod.fluidtopics.net/gMSPqnhtSc5IguFJQZJNiw "Routing agents can create a supplier case from the Source-to-Pay Workspace to resolve a Universal Request.")
* [View or create an interaction for a supplier](https://servicenow-prod.fluidtopics.net/oB7TtZ05X6O5J4UYXQeEkQ "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.")
* [Associate an interaction record to a supplier case](https://servicenow-prod.fluidtopics.net/VkC9F1eTrxoN0kkiUQTNxA "Associate an interaction record to a supplier case if your interaction is related to an existing supplier case in Source-to-Pay Workspace.")