Close the additional invoice processing case for an invoice

Close an auto-generated invoice processing case when you create an invoice manually to avoid duplicate processing workflows.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist

About this task

If you create an invoice manually, a new invoice processing case is created for that invoice. As a result, the auto-generated invoice processing case becomes redundant and therefore you can close it.

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 processing cases.
   • Navigate to Lists > All Work > All open invoice processing cases.
4. Open the invoice processing case.
5. Select Close case.
   The Close case dialog box is displayed.
6. From the Closure code list, select one of the following options:
   • Duplicate invoice
   • Invoice canceled
   • Invoice approved
7. In the Reason field, enter the reason why you're closing the case.
8. Select Close case.
   The invoice processing case is closed and its state updates to Closed complete.