Invoice case categories and subcategories

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • An agent and Accounts Payable Specialist can access and work on the invoice cases in the Source-to-Pay workspace.

    The following table provides information about the invoice case categories and subcategories, when the cases are created, and which roles can access and work on these cases.

    Table 1. Account Payables cases
    Category Subcategory Role Description
    Inquiry
    • Payment inquiry
    • Invoice inquiry
    • Expedite payment request
    • Payment terms issue
    • Invoice entry assistance
    		 Agent

    [sn_ap_cm.agent]

    You can view the invoice inquiry cases in the Source-to-Pay Workspace.

    For more information, see Invoice inquiry cases.
    Invoice automation Invoice processing Accounts Payable Specialist

    [sn_ap_apm.accounts_payable_specialist]

    You can view the manual invoice ingestion cases in the Source-to-Pay Workspace.

    For more information, see Invoice processing cases.
    To view the invoice cases, do the following:
    1. Navigate to Accounts Payable Operations > Source-to-Pay Workspace.
    2. Select the list icon (List icon).
    3. Do one of the following:
      • As an Accounts Payable Specialist:
        • Navigate to Lists > My Work > My open invoice processing cases
        • Navigate to Lists > All Work > All open invoice processing cases
      • As an agent:
        • Navigate to Lists > My Work > My open invoice inquiry cases
        • Navigate to Lists > All Work > All open invoice inquiry cases