Create an invoice task

Create an invoice task and assign it to a user or group to resolve an invoice inquiry case.

Before you begin

Role required: sn_ap_cm.agent or sn_ap_cm.admin

Procedure

1. Navigate to All > All > Accounts Payable Operations > Accounts Payable Workspace.
2. Select the list icon ().
3. Do one of the following:
   • Lists > My Work > My open invoice inquiry cases
   • Lists > All Work > All open invoice inquiry cases
4. In the Number column, select the link for an invoice inquiry case to open it.
5. Select the Tasks tab and then select New.
6. On the Create New Invoice task form, fill in the fields.
   For a description of the field values, see Create New Invoice task form.
7. Select Save.