Create an invoice inquiry case manually

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create invoice inquiry cases to address and respond to questions related to invoices and payment.

    Antes de Iniciar

    Role required: sn_ap_cm.agent or sn_ap_cm.admin

    Por Que e Quando Desempenhar Esta Tarefa

    Invoice inquiry cases are created automatically when you receive emails from suppliers or employees. However, you can also create invoice inquiry cases manually.
    Nota:
    An invoice case with a category of Inquiry is referred to as an invoice inquiry case.

    Procedimento

    1. Navigate to All > All > Accounts Payable Operations > Accounts Payable Workspace.
    2. Under Quick actions, select Create New Inquiry.
      Create new inquiry
    3. On the Create New Invoice case form, fill in the fields.
      For a description of the field values, see Create New Invoice case form.
    4. Select Save.