Invoice case categories and subcategories

An agent and Accounts Payable Specialist can access and work on the invoice cases in the Accounts Payable workspace.

The following table provides information about the invoice case categories and subcategories, when the cases are created, and which roles can access and work on these cases.

Table 1. Account Payables cases

Category	Subcategory	Role	Description
Inquiry	Payment inquiry Invoice inquiry Expedite payment request Payment terms issue Invoice entry assistance	Agent [sn_ap_cm.agent]	You can view the invoice inquiry cases in the Source-to-Pay Workspace. For more information, see Invoice inquiry cases.
Invoice automation	Invoice processing	Accounts Payable Specialist [sn_ap_apm.accounts_payable_specialist]	You can view the manual invoice ingestion cases in the Source-to-Pay Workspace. For more information, see Invoice processing cases.

To view the invoice cases, do the following:

1. Navigate to Accounts Payable Operations > Accounts Payable Workspace.
2. Select the list icon ().
3. Do one of the following:
   • As an Accounts Payable Specialist:
     • Navigate to Lists > My Work > My open invoice processing cases
     • Navigate to Lists > All Work > All open invoice processing cases
   • As an agent:
     • Navigate to Lists > My Work > My open invoice inquiry cases
     • Navigate to Lists > All Work > All open invoice inquiry cases

Related concepts

• Using Invoice Case Management
• Using Accounts Payable Invoice Processing
• Advanced Work Assignment in Accounts Payable Operations
• Using Advanced Work Assignment for Accounts Payable Operations
• Interaction management in Accounts Payable Operations
• Composing emails with predefined content from the Source-to-Pay Workspace
• Playbook for updating the invoice primary data
• Using Supplier Collaboration Portal in APO

Related tasks

• Create a knowledge base article about invoice
• Configure Advanced Work Assignment for Accounts Payable Operations
• Working with Advanced Work Assignment