Create invoice case from Universal Request

  • Release version: Australia
  • Updated March 12, 2026
  • 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].

    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 workspace > List > Universal request.
      The AP agent validates the UR case details and creates an invoice case for further processing.Universal Request List view
    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.Create invoice case
    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 and the user who submitted the UR doesn't 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.Transfer UR
    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.

      If the ticket is assigned to another team, and the original user who submitted the UR doesn’t possess the necessary privileges or access to view that team's case, they’ll be unable to monitor updates on the UR.

      Associated ticket
      An associated ticket is created.

    Result

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