Create an invoice case

Create an invoice case for a customer invoice or for selected invoice lines.

始める前に

Role required: sn_csm_invoice.agent, sn_csm_invoice.manager, admin

手順

1. In CSM Configurable Workspace, select New from the Invoice Cases list view.
2. Add information to the Invoice Case form, such as Account and Contact and Short description.
3. Select an invoice number in the Invoice field.
   This field is displayed if the Request source field is set to Specific invoice lines, single invoice.
4. Select Save.
   Saving the Invoice Case form to creates the invoice case record in the Draft state.
5. View the invoice case record details and make any necessary changes.
   You can perform the following tasks while the order case is in Draft state:

   • Add invoices or invoice lines to the invoice case.
   • Delete invoices or invoice lines from the invoice case.
   • Create new invoice case lines.
   • Edit the details of invoice case lines.
   • Assign invoice case lines to yourself.
6. Select Submit.
   Submitting the invoice case record moves the invoice case and the invoice case lines currently in the Draft state to the New state and enables you to begin working to resolve the invoice case.

次のタスク

After submitting an invoice case, you can:

• Add an invoice case line to an invoice case
• Create a task for an invoice case line