Close the additional invoice processing case for an invoice

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

    • Close the auto-created invoice processing case if one already exists for an invoice.

    Antes de Iniciar

    Role required: sn_ap_apm.accounts_payable_specialist

    Por Que e Quando Desempenhar Esta Tarefa

    If you create an invoice manually, a new invoice processing case is created for that invoice. As a result, the auto-generated invoice processing case becomes redundant and therefore you can close it.

    Procedimento

    1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
    2. Select the list icon (List icon).
    3. Do one of the following:
      • Navigate to Lists > My Work > My open invoice processing cases.
      • Navigate to Lists > All Work > All open invoice processing cases.
    4. Open the invoice processing case.
    5. Select Close case.
      The Close case dialog box is displayed.
    6. From the Closure code list, select one of the following options:
      • Duplicate invoice
      • Invoice canceled
      • Invoice approved
    7. In the Reason field, enter the reason why you're closing the case.
    8. Select Close case.
      The invoice processing case is closed and its state updates to Closed complete.