Submit an invoice inquiry case for an internal review

Submit an invoice inquiry case for an internal review by creating a review task and assigning it to the reviewers.

Before you begin

Role required: sn_ap_cm.agent or sn_ap_cm.admin

Procedure

1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
2. Select the list icon ().
3. Do one of the following:
   • Navigate to Lists > My Work > My open invoice inquiry cases.
   • Navigate to Lists > All Work > All open invoice inquiry cases.
4. In the Number column, select the link to the case to open it.
5. Select the down arrow icon () and then select Request internal review.
   The application automatically creates a task in the New state and opens it.
6. In the Assigned to field, assign the task to the users who must complete the review.
   Alternatively, in the Assignment group field, assign the task to a group who must complete the review.
7. Select Save.
   The state of the case updates to Awaiting internal info.

Result

The invoice inquiry case is submitted for internal review by creating a review task and assigning it to the reviewers.