Create an invoice case
Agents can create invoice cases from the Invoice Cases list view in CSM Configurable Workspace in Manufacturing Commercial Operations.
- Add invoices or invoice lines to the invoice case.
- Delete invoices or invoice lines from the invoice case.
- Create invoice case lines.
- Edit the details of invoice case lines.
- Assign invoice case lines to themselves.
- Create tasks for invoice case lines.
Selecting Save on the Invoice case record moves the invoice case and the invoice case lines currently in the Draft state to the New state. Once in the New state, agents can begin working to resolve the invoice case. This can include creating tasks for invoice case lines, assigning them to other agents or team members, and monitoring case progress.
Request source
- Cases that reference one or more invoice lines from a single customer invoice.
- Cases that reference multiple customer invoices.
- Specific invoice lines, single invoice: The invoice case is for a single customer invoice. The agent can select the invoice in the Invoice field.
- Invoice header details, multiple invoices: The invoice case is for multiple customer invoices.
Add invoices and invoice lines to an invoice case
Invoice cases can include a list of invoice case lines. These case lines represent either customer invoices or invoice lines from a single customer invoice.
Once an invoice case has been created, agents can add invoices or invoice lines to the case by selecting New from the Invoice Case Lines related list. Selecting this action displays a new Invoice Case Line record.
The agent can select an invoice line or invoice for the Invoice Case Line record and then select Save to add it to the invoice case as an invoice case line.