Check for invoice exceptions on a single invoice

Manually check for exceptions on a single invoice in the Source-to-Pay Workspace when you want to identify and resolve issues before continuing to process the invoice.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_apm.admin

About this task

The Check exceptions option is available for all invoices that are in Exceptions found state.

Procedure

1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
2. Select the list icon ().
3. Navigate to Lists > Primary Data > Invoices.
4. Open an invoice that is in the Exceptions found state.
5. Select View invoice processing case.
   Note:

   If you open an invoice processing case for an invoice that is in Exceptions found status, the invoice processing case form displays the following notification at the top:

   Invoice has one or more exceptions. Resolve all issues in "Invoice exceptions" to continue processing.

6. On the invoice processing case form, select Check exceptions.
   
7. Select Yes.
   While exceptions are being identified on the invoice, the status of the invoice changes to Checking exceptions for a short period of time and the following occurs:

   • If no exceptions are found on the invoice, the status of the invoice changes to No exceptions found.
   • If exceptions are found on the invoice, the status of the invoice remains as Exceptions found.

Related tasks

• View the invoice processing case associated with an invoice
• Review an invoice in Document Intelligence
• Enter the missing required invoice information and submit an invoice
• Confirm whether an invoice is a duplicate
• Convert invoice type
• Reset an invoice to the Received status
• Start the processing for an invoice imported via integration with third-party applications