Work on an invoice exception

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

    • As an Accounts Payable Specialist, analyze the invoice exceptions, create exception tasks, and assign them to the relevant individuals to resolve the invoice exceptions.

    Antes de Iniciar

    Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_apm.admin

    Por Que e Quando Desempenhar Esta Tarefa

    For a description of the field values and information about the available tabs on the invoice exception form, see Invoice exception form. For details about the available tabs for an exception task, see Invoice task form tabs.

    Procedimento

    1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
    2. Select the list icon (List icon).
    3. Do one of the following:
      Tabela 1. View exception options
      To Do this
      View exceptions from the List page
      1. Do one of the following:
        • Navigate to Lists > My Work > My open invoice exceptions.
        • Navigate to Lists > All Work > All open invoice exceptions.
      2. Select the link to the invoice exception under the Number column to open the exception and view its details.
      View exceptions from an invoice processing case
      1. 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.
      2. Open an invoice processing case that contains exceptions.
        Nota:
        If an invoice processing case contains exceptions, the following message is shown at the top of the case:

        Invoice has one or more exceptions. Resolve all issues in "Invoice exceptions" to continue processing.

      3. Select the Invoice Exceptions tab.
      4. Select the link to the invoice exception under the Number column to open the exception and view its details.
    4. Either work on the invoice exception yourself or create an exception task to assign it to a user or an assignment group to resolve the invoice exception.
      For more information, see Create an exception task for an invoice exception.
      After all the invoice exception tasks are completed, the status of the invoice updates to No exceptions found. The invoice processing case remains in the Work in progress state.
    5. To view all the invoice exceptions tasks and the exception tasks that are assigned to you, do the following:
      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 tasks.
        • Navigate to Lists > All Work > All open tasks.