---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Installing case management apps

# Making self-service order and invoice case management available on the Business Portal {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Install the necessary applications based on the self-service order and invoice case management options that you want to offer customers on the Business Portal.  
Note:  
For information about activating the Business Portal itself, see [Enable the Business Portal](https://www.servicenow.com/docs/Ic4D7mX6eDFJP2YOEmMuHg "Admins can enable the Business Portal (sn_b2b_portal) so customers can browse products and create orders.")

## Case management applications {#activating-self-service-order-case-management-business-portal__section_pjf_bgx_k3c}

The following apps must be installed from the ServiceNow Store to enable your customers to create and view order cases from the Business Portal:

* Order Case Self Service \[sn_ord_case_ss\]
* Order Case Playbook \[sn_ord_case_pb\]
{#activating-self-service-order-case-management-business-portal__ul_cjy_3yg_cfc}  
These plugins have the following dependencies:

* Customer Service Portal \[com.snc.customer_service_portal\]
* Order Operations Case Management \[sn_order_case\]
* Playbooks for Customer Service Management \[sn_csm_playbook\]
{#activating-self-service-order-case-management-business-portal__ul_zg5_vhk_1fc}

If your customers need to only view order cases in the Business Portal, you don't need to install the Order Case Playbook \[sn_ord_case_pb\] and Playbooks for Customer Service Management \[sn_csm_playbook\] plugins.

## Invoice and invoice case management applications {#activating-self-service-order-case-management-business-portal__section_yks_jgx_k3c}

The following apps must be installed from the ServiceNow Store to enable your customers to manage invoices and invoice cases from the Business Portal:

* Invoice Self-Service \[sn_invoice_ss\]
* Invoice Case Self-Service \[sn_invoice_case_ss\]
* Invoice Case Playbook \[sn_inv_case_pb\]
{#activating-self-service-order-case-management-business-portal__ul_l3k_12y_k3c}  
These plugins have the following dependencies:

* Customer Service Portal \[com.snc.customer_service_portal\]
* Invoice Operations Case Management \[sn_csm_invoice\]
* Playbooks for Customer Service Management \[sn_csm_playbook\]
{#activating-self-service-order-case-management-business-portal__ul_cdg_12y_k3c}

If your customers only need to view invoice cases in the Business Portal, you don't need to install the Invoice Case Playbook \[com.sn_inv_case_pb\] and the Playbooks for Customer Service Management \[sn_csm_playbook\]
plugins.
**Related concepts**   

* [Customer self-service for Sales Customer Relationship Management](https://www.servicenow.com/docs/icXHR7wQSQpDE0mjNcmYJA "Support your business-to-business (B2B) customers by enabling self-service capabilities through the Business Portal to create and manage orders, invoices, and requests for quotes.")
* [Using Business Portal for self-service workflows in Sales CRM](https://www.servicenow.com/docs/2T_8Opn77USABaJptw3g0g "Business-to-business (B2B) customers can use the Business Portal to browse product catalogs, create orders, create and view order cases, manage invoice and invoice cases, and request for quotes.")