---
title: Create a quick case
description: As a procurement specialist, quickly create a procurement case from the plus icon on Source-to-Pay Workspace. With an additional supplier role of sn\_supplier.fulfiller, you can similarly create a supplier case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/create-quick-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: 1
breadcrumb: [Using Procurement Case Management, Use, Sourcing and Procurement Operations, Finance and Supply Chain]
---

# Create a quick case

As a procurement specialist, quickly create a procurement case from the plus icon on Source-to-Pay Workspace. With an additional supplier role of sn\_supplier.fulfiller, you can similarly create a supplier case.

\[Omitted video\] Description: Describes the procedure for creating a quick case from the Source to Pay 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 landing or list page, select the + icon at the tab level.

3.  On the **Create new case** dialog box, select the case type from the **Case type** list.

4.  Select **Submit**.

    A case form is displayed with pre-filled data based on the templates that you have configured.

5.  On the form, fill in the required fields.\[Omitted image "procurement\_dialog\_box.png"\] Alt text: Displays a Create New Procurement Case form.

6.  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)