Create an invoice inquiry case manually

Create invoice inquiry cases to address and respond to questions related to invoices and payment.

Before you begin

Role required: sn_ap_cm.agent or sn_ap_cm.admin

About this task

Invoice inquiry cases are created automatically when you receive emails from suppliers or employees. However, you can also create invoice inquiry cases manually.

Note:

An invoice case with a category of Inquiry is referred to as an invoice inquiry case.

Procedure

1. Navigate to All > All > Accounts Payable Operations > Accounts Payable Workspace.
2. Under Quick actions, select Create New Inquiry.
   
3. On the Create New Invoice case form, fill in the fields.
   For a description of the field values, see Create New Invoice case form.
4. Select Save.