---
sourceDocument: Australia Finance and Supply Chain
sourceDocumentLink: https://www.servicenow.com/docs/r/source-to-pay-operations

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Create invoice case from Universal Request

# Create invoice case from Universal Request {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Validate incoming Universal Request items in the Source-to-Pay Workspace and create invoice cases for further processing.

## Before you begin

Role required: Users must be part of the Accounts Payable Universal Request group which contains the roles sn_uni_req.routing_agent, sn_ap_cm.agent, \[sn_uni_req.sensitiveinfo_agent\] optional.  
Plugins required:

* Universal Request for Source-to-Pay Operations Plugin \[sn_fsc_ur_common\] plugin (contains dependent plugin Universal Request Plugin \[com.snc.universal_request\])
* Invoice Case Management \[com.sn_ap_cm\].
{#create-invoice-case-from-ur__ul_x2v_p43_4hc}

Users can also create own groups. For more information on creating own service- specific-assignment groups see, Universal Request is raised in the Employee Center or Supplier portal.

This video shows you how to create a Universal Request.

## Procedure

1. Navigate to Source-to-Pay workspaceListUniversal request.  
   The AP agent validates the UR case details and creates an invoice case for further processing.
2. Select a specific UR case to view case details.  
   Note:  
   Users with \[sn_uni_req.sensitiveinfo_agent\] role can view and work on the tickets that are marked as restricted. Restricted tickets contain sensitive information and are secured from general viewing.
3. Select Create case \>Create invoice case.  
   The Create New Invoice case form appears. The associated UR details appear as a banner in the case. For more information on creating invoice case, see [Create an invoice manually](https://www.servicenow.com/docs/GZZVa93l9f3kScYaSoaUfA "Manually create an invoice from the Source-to-Pay Workspace when the automated invoice creation process encounters issues or is unavailable.").
4. Select Save to save the changes.
5. Select Transfer if the primary ticket belongs to a different team.  
   If a ticket is transferred to another team, the user who submitted the UR might not have the necessary permissions to access that team's case. Updates to the UR will not be visible to them.
   For more information on transferring a UR, see [Transfer a primary ticket](https://www.servicenow.com/docs/access?context=route-primarytask-to-ur&version=australia&pubname=australia-employee-service-management&ft:locale=en-US).
6. Select Create Associated Ticket to request other departments for assistance in resolving a universal request (UR).  
   For more information on associated ticket, see [Create associated ticket for primary ticket of UR](https://www.servicenow.com/docs/access?context=create-associated-ticket&version=australia&pubname=australia-employee-service-management&ft:locale=en-US).

   If the ticket is assigned to another team, the user who submitted the UR might not have the necessary privileges to view that team''s case. They'll be unable to monitor updates on the UR.  
   An associated ticket is created.

## Result

Invoice case is created and processed. Once the case is resolved, the agent closes the case with an appropriate reason. The UR is synced with invoice case details for invoice owners and suppliers to track the status of the
UR.
**Related concepts**   

* [Using Invoice Case Management](https://www.servicenow.com/docs/FLR5ILMgr6UJgD104BNXyg "Manage and resolve invoice inquiry cases raised by employees and suppliers using Invoice Case Management to address invoice-related issues.")

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