Close a finance case

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

    • Close a finance case after all the activities and tasks for resolving the case are complete.

    Antes de Iniciar

    Role required: sn_fin_ops.specialist

    Procedimento

    1. Navigate to either of the following:
      • All > Finance Operations > Finance Operations Workspace.
      • Workspaces > Finance Operations Workspace.
    2. In the Finance Operations workspace, select the List icon (List icon).
    3. From the list page, navigate to either of the following submodules:
      • My work > Open cases
      • All work > Cases
    4. In the Number column, select the link to open the case.
    5. Select Close.
      The Close dialog box is displayed.
    6. From the Closure code, select one of the following options:
      • Duplicate request
      • Canceled/False inquiry
      • Canceled by caller
      • Information provided
      Close a finance case
    7. In the Closure notes field, enter the reason for closing the case.
    8. Select Close.

    Resultado

    The case moves to the Closed complete state, the associated open tasks are closed, and the details in the Closure section are filled.