---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Create invoice case from Universal Request

# Create invoice case from Universal Request {#ariaid-title1}

* Release version: Yokohama
* 
* Updated November 17, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

AP agents validate the incoming UR requests in the Source-to-Pay workspace and create an invoice case for further processing.

## Before you begin

Role required: Users must be part of the Accounts Payable Universal Request group which contains the roles sn_uni_req.routing_agent, sn_ap_cm.agent, \[sn_uni_req.sensitiveinfo_agent\] optional.  
Plugins required:

* Universal Request for Source-to-Pay Operations Plugin \[sn_fsc_ur_common\] plugin (contains dependent plugin Universal Request Plugin \[com.snc.universal_request\])
* Invoice Case Management \[com.sn_ap_cm\].
{#create-invoice-case-from-ur__ul_x2v_p43_4hc}

Users can also create own groups. For more information on creating own service- specific-assignment groups see, Universal Request is raised in the Employee Center or Supplier portal.

## Procedure

1. Navigate to Source-to-Pay workspaceListUniversal request.  
   The AP agent validates the UR case details and creates an invoice case for further processing.
2. Select a specific UR case to view case details.  
   Note:  
   Users with \[sn_uni_req.sensitiveinfo_agent\] role can view and work on the tickets that are marked as restricted. Restricted tickets contain sensitive information and are secured from general viewing.
3. Select Create case \>Create invoice case.  
   The Create New Invoice case form appears. The associated UR details appear as a banner in the case. For more information on creating invoice case, see [Create an invoice manually](https://servicenow-prod.fluidtopics.net/XJSW9OMemkgk36_~CdAtnQ "As an Accounts Payable Specialist, you can create an invoice manually from the Source-to-Pay Workspace when the automated invoice creation process is encountering issues or not available.").
4. Select Save to save the changes.
5. Select Transfer if the primary ticket belongs to a different team.  
   If a ticket is transferred to another team and the user who submitted the UR doesn't have the necessary permissions to access that team's case, updates to the UR will not be visible to them.
   For more information on transferring a UR, see [Transfer a primary ticket](https://www.servicenow.com/docs/access?context=route-primarytask-to-ur&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US).
6. Select Create Associated Ticket to request other departments for assistance in resolving a universal request (UR).  
   For more information on associated ticket, see [Create associated ticket for primary ticket of UR](https://www.servicenow.com/docs/access?context=create-associated-ticket&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US).

   If the ticket is assigned to another team, and the original user who submitted the UR doesn't possess the necessary privileges or access to view that team's case,
   they'll be unable to monitor updates on the UR.  
   An associated ticket is created.

## Result

Invoice case is created and processed. Once the case is resolved, the agent closes the case with appropriate reason. The UR is synced with invoice case details for invoice owners and suppliers to track the status of the
UR.
**Related concepts**   

* [Using Invoice Case Management](https://servicenow-prod.fluidtopics.net/F2To1EesNPWzTAdSlkAxxw "Agents can use Invoice Case Management to manage and work on invoice inquiry cases raised by employees and suppliers to resolve issues related to invoices.")

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