Components installed with Invoice Case Management

Several types of components are installed with activation of the Invoice Case Management plugin, including user roles, scheduled jobs, and tables.

Roles installed

Tableau 1. Roles

Role title [name]	Description	Contains roles
Invoice Case Management Administrator [sn_ap_cm.admin]	Can configure and make changes to record producers, invoice case assignment rules, invoice case SLA definitions, and email properties.	sla_admin sn_ap_cm.agent
Invoice Case Management Agent [sn_ap_cm.agent]	Can view, create, and update invoice cases and tasks and manage the workflows for fulfilling requests.	sn_ap_cm.requester sla_manager workspace_user vendor_reader canvas_user sn_ap_cm.task_owner email_composer
Invoice Case Management Requester [sn_ap_cm.requester]	Can create invoice inquiry cases.	sn_shop.invoice_owner
Invoice Case Management Task Owner [sn_ap_cm.task_owner]	Can view and update the tasks that are assigned to them.	None

Scheduled jobs installed

Tableau 2. Scheduled jobs

Scheduled job	Description
Create Inquiry Case on Invoice email	Creates an invoice inquiry case from the information in an inbound email. You must activate the flow to use it. For information on how to activate the flow, see Activate the Create Inquiry Case on Invoice email flow.

Tables installed

Tableau 3. Tables

Table	Description
Invoice case [sn_ap_cm_ap_case]	Extends the Service Case table. Stores the invoice case records.
Invoice task [sn_ap_cm_ap_task]	Extends the Service Task table. Stores the invoice task records.

• Activate the Create Inquiry Case on Invoice email flow
  Activate the Create Inquiry Case on Invoice email flow to automatically create an invoice inquiry case based on the information in an inbound email.