---
title: Create a case on behalf of a supplier from the Source-to-Pay Workspace
description: Create supplier cases to track the progress of supplier tasks, resolve issues related to supplier products or services, and request additional information from the suppliers.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/supplier-lifecycle-operations/create-new-supplier-case.html
release: australia
product: Supplier Lifecycle Operations
classification: supplier-lifecycle-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 3
keywords: [Procurement Specialist Workspace, Case type, Banking information change request, Supplier Lifecycle Operations, Supplier information change request, Source-to-Pay Workspace, Supplier location change request]
breadcrumb: [Manage supplier cases, Using Source-to-Pay Workspace, Use, Supplier Lifecycle Operations, Finance and Supply Chain]
---

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

Create supplier cases to track the progress of supplier tasks, resolve issues related to supplier products or services, and request additional information from the suppliers.

\[Omitted video\] Description: Describes the procedure for creating a case on behalf of a supplier from the Source to Pay workspace.

## 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 **All** > **Supplier Lifecycle Operations** > **Source-to-Pay Workspace**.

2.  Do one of the following.

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To

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Do this

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**To create a case from Quick actions**

</td><td>

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**.


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**To create a case from the List page**

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1.  Select the list icon \(\[Omitted image "cases-list-icon.png"\] Alt text: List icon.\) and do one of the following:
    -   Navigate to **Lists** &gt; **My work** &gt; **Open cases**
    -   Navigate to **Lists** &gt; **All work** &gt; **Cases**
2.  Select **New**.
3.  On the Create new case dialog box, select a case type from the **Case type** field, and then select **Submit**.


</td></tr></tbody>
</table>3.  On the Create New Supplier Case form, fill in the fields.

    For more information about the form fields and descriptions, see [Fields in the Create New Supplier Case form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/new-supplier-case.md).

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**, **Tax information 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 [Fields in the Update banking details form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/update-supp-banking-form.md) for more information about the form fields and descriptions.

        In the **Case type** field, if you selected **Supplier information change request**, see [Fields in the Update profile details form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/update-supp-profile-form.md) for more information about the form fields and descriptions.

        In the **Case type** field, if you selected **Supplier location change request**, see [Fields in the Add New Location form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/supplier-location-form.md) for more information about the form fields and descriptions.

    3.  Select **Submit**.
6.  Select **Submit case**.


## Result

The case is created in 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/gen-playbook-cases.md) and [Playbook for updating the supplier primary data](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/primary-playbook-cases.md).

**Parent Topic:**[Manage supplier cases from the Source-to-Pay Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/managing-cases.md)

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[Add a related case to a supplier case from the Source-to-Pay Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/add-related-case.md)

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[Playbook for updating the supplier primary data](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/primary-playbook-cases.md)

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