Work on an invoice inquiry case

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Work on an invoice inquiry case to resolve an issue raised by the suppliers or employees.

    Before you begin

    Role required: sn_ap_cm.agent or sn_ap_cm.admin

    About this task

    An invoice case with a category of Inquiry is referred to as an invoice inquiry case.

    Typically, an invoice inquiry case is automatically created when you receive an inquiry email. However, the agent can also manually create an invoice inquiry case from the Source-to-Pay Workspace. For more information, see Create an invoice inquiry case manually.

    Procedure

    1. Navigate to All > Accounts Payable Operations > Source-to-Pay Workspace.
    2. Select the list icon (List icon).
    3. Do one of the following:
      • Navigate to Lists > My Work > My open invoice inquiry cases.
      • Navigate to Lists > All Work > All open invoice inquiry cases.
    4. Open an invoice inquiry case to work on.
    5. Do one of the following:
      • To assign the case to yourself, select Assign to me.
      • If the case is assigned to you by the Accounts Payable Specialist, you can start working on the case by selecting Accept.

      The case moves to the Work in progress state.

    6. Do one of the following:
    7. Close an invoice inquiry case when all the activities and tasks for resolving the case are completed.
      For more information, see Close an invoice inquiry case.