Close an invoice inquiry case

Mark an invoice inquiry case as resolved after completing all necessary activities and tasks.

Before you begin

Role required: sn_ap_cm.agent or sn_ap_cm.admin

Procedure

1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
2. Select the list icon ().
3. Do one of the following:
   • Navigate to Lists > My Work > My open invoice inquiry cases.
   • Navigate to Lists > All Work > All open invoice inquiry cases.
4. In the Number column, select the link to the case to open it.
5. Do one of the following:
   • Select Close inquiry.

     The Close inquiry dialog box is displayed.

   • Select the down arrow icon () and then select Close incomplete.

     The Closure details dialog box is displayed.

6. From the Closure code list, select one of the following options:
   • Duplicate request
   • Canceled/False inquiry
   • Canceled by requester
   • Information provided
   • Exceptions resolved
7. In the Closure details field, enter the reason why you're closing the case.
   Note:

   This field is required when you close an invoice inquiry case as Close incomplete.
8. Select OK.
   Depending on the option that you selected in step 5, the state of the case updates to Close complete or Closed incomplete.