---
title: Create a procurement case
description: As a procurement specialist, create a procurement case from the list view of Source-to-Pay Workspace to address your procurement-related business needs.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/create-procurement-case.html
release: australia
product: Sourcing and Procurement Operations
classification: sourcing-and-procurement-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Using Procurement Case Management, Use, Sourcing and Procurement Operations, Finance and Supply Chain]
---

# Create a procurement case

As a procurement specialist, create a procurement case from the list view of Source-to-Pay Workspace to address your procurement-related business needs.

\[Omitted video\] Description: Describes the procedure for creating a procurement case from the Procurement workspace.

## Before you begin

Role required: sn\_shop.procurement\_specialist

## Procedure

1.  Navigate to **All** > **Procurement Case Management** > **Source-to-Pay Workspace**.

2.  On the list page, navigate to **All work** > **Cases**.

3.  Select **New**.

4.  On the **Create a new case** dialog box, select the case type from the **What would you like to create?** list.

    A procurement specialist can also create a case or task by navigating to **Related cases and tasks** in the contextual panel of a procurement object details page, and selecting the + icon.

5.  Select **Create Case**.

6.  On the form, fill in the fields.

<table id="table_ecv_33n_2wb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

System-generated unique identifier for the case.

</td></tr><tr><td>

Created

</td><td>

Date and time when the case was opened.

</td></tr><tr><td>

Case type

</td><td>

Type of case based on the requirement. Available options:-   Budget review
-   Contract review
-   Delivery address review
-   Due Diligence Case
-   General procurement case
-   GL coding review
-   Send NDA for signature


</td></tr><tr><td>

Due date

</td><td>

Expected date and time by when the case is expected to be resolved.

</td></tr><tr><td>

Requested by

</td><td>

Person who requested for the case.

</td></tr><tr><td>

Priority

</td><td>

Urgency of the case.

</td></tr><tr><td>

State

</td><td>

Current state the case is in.

</td></tr><tr><td>

Assignment group

</td><td>

Group to which the case is assigned to.

</td></tr><tr><td>

Assigned to

</td><td>

Person within the assignment group to whom the case is assigned to.

</td></tr><tr><td>

Short description

</td><td>

Brief description of the case.

</td></tr><tr><td>

Description

</td><td>

Detailed description of the case.

</td></tr><tr><td class="sub-head" colspan="2">

Summary Details

</td></tr><tr><td>

Supplier

</td><td>

Supplier associated with the case.

</td></tr><tr><td>

Related PO

</td><td>

Purchase order associated with the case.

</td></tr><tr><td>

Related PR

</td><td>

Purchase requisition associated with the case.

</td></tr><tr><td>

Related SR

</td><td>

Sourcing request associated with the case.

</td></tr><tr><td>

Related NEG

</td><td>

Negotiation associated with the case.

</td></tr><tr><td>

Related NE

</td><td>

Sourcing event associated with the case.

</td></tr><tr><td>

Related case

</td><td>

Any other case associated with the case.

</td></tr><tr><td>

Sourcing decision dependent on case

</td><td>

Whether any sourcing decision is dependent on the case.**Note:** This field is displayed only if a related sourcing request, negotiation, or sourcing event is entered.​

</td></tr><tr><td>

Qualification dependent on case

</td><td>

Whether any qualification is dependent on the case.**Note:** This field is displayed only if a related sourcing request, negotiation, or sourcing event is entered.​

</td></tr><tr><td>

Order dependent on case

</td><td>

Whether the order is dependent on the case.**Note:** This field is displayed only if a related purchase requisition is entered.​

</td></tr><tr><td>

Expected start

</td><td>

Date and time by when work is expected to start on the case.

</td></tr><tr><td>

Actual start

</td><td>

Date and time when work actually starts on the case.

</td></tr><tr><td>

Actual end

</td><td>

Date and time when work actually completes on the case.

</td></tr><tr><td>

Duration

</td><td>

Time taken to resolve the case, in days, hours, minutes, and seconds.

</td></tr><tr><td>

Reason

</td><td>

Reason why the case was created.

</td></tr></tbody>
</table>7.  Select **Save**.


**Parent Topic:**[Using Procurement Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/using-pcm.md)

**Related topics**  


[Base system procurement case type reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/base-system-procurement-case-types.md)