Invoice case management enables agents to resolve invoice discrepancies and exceptions through structured workflows, including requesting information from suppliers, assigning tasks, and tracking resolution progress in the Source-to-Pay Workspace.

Invoice Case Management (com.sn_ap_cm) is a dependent application and is automatically installed along with the Accounts Payable Operations (com.sn_ap_apm) application. However, you can also install Invoice Case Management independently. For more information, see Install Invoice Case Management.

The agent [sn_ap_cm.agent] and Invoice Case Management administrator [sn_ap_cm.admin] roles can access the Invoice Case Management application.

Open the Invoice Case Management application by navigating to All > Accounts Payable Operations > Accounts Payable Workspace.