---
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 New Invoice case form

# Create New Invoice case form {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the Create New Invoice case form to provide details about the Invoice case.
{#create-new-ap-case-form__table_ozd_1mj_lvb__entry__2}

| Field | Description |
|-|-|
| Invoice case ||
| Requested by | User who submitted the inquiry. |
| Requester email | Email ID of the user who submitted the inquiry. |
| Sub-category | Sub-category of the invoice inquiry case. The choices are: * Payment inquiry * Invoice inquiry * Expedite payment request * Payment terms issue * Invoice entry assistance {#create-new-ap-case-form__ul_k2b_j3k_lvb} |
| Duplicate case | The case that is similar to the currently opened case. |
| Channel | The channel used to send the inquiry. |
| State | The state of the case. |
| Priority | Indicates how quickly you must complete the task based on its priority. |
| Assignment group | The assignment group that the case is assigned to. |
| Assigned to | Person that the case is assigned to. |
| Watch list | Users who are notified when updates are made to the case. |
| Short description | Brief description about the invoice. |
| Description | Description about the invoice. |
| Summary ||
| Supplier | Supplier who has made the inquiry. |
| Invoice | Invoice associated with the case. |
| Closure Details ||
| Closure code | The closure code for the case. The options are: * Duplicate request * Canceled/False inquiry * Canceled by requester * Information provided * Exceptions resolved {#create-new-ap-case-form__ul_ant_whl_lvb} |
| Closure details | Details about the case closure. |
| Closed by | Person who closed the case. |
| Closed | Whether the case is closed or not. |
[Table 1. Create New Invoice case form]

{#create-new-ap-case-form__table_ozd_1mj_lvb}
* **[Invoice case form tabs](https://servicenow-prod.fluidtopics.net/YAt4uvUmuK3tzQhe2jzQ1g)**   
  The Invoice case form includes tabs that store invoice case information that an agent can use to perform related tasks.
* **[Invoice status messages](https://servicenow-prod.fluidtopics.net/J59dW45132G0W6pR4E67cA)**   
  Invoice-related status messages are displayed in the Accounts Payable Operations application.

**Related concepts**   

* [Accounts Payable Operations glossary](https://servicenow-prod.fluidtopics.net/uVcefHb3IQtulDeCafgXXQ#apo-glossary "Learn about the terms and concepts used in Accounts Payable Operations (APO).")  
**Related reference**   

* [Accounts Payable Operations properties](https://servicenow-prod.fluidtopics.net/TrulGpLHWkekuMSZEC~_bg "On the Accounts Payable Operations properties form, you can set the parameters that control the invoice line mapping, invoice ingestion for API and exception management.")
* [Create New Invoice Line form](https://servicenow-prod.fluidtopics.net/Nn1Jni7chbjuUZif8K0H8Q "Use the Create New Invoice Line form to provide details about an invoice line.")
* [Create invoice cost allocation form](https://servicenow-prod.fluidtopics.net/wZ9mxepl0upxObb4_mdzsA "Allocate invoice line cost across multiple cost centers.")
* [Outbound cost allocation staging table](https://servicenow-prod.fluidtopics.net/me7SU_XgL9N1WuXJN1KDPA "The outbound cost allocation [sn_spend_intg_outbound_invoice_cost_allocation] staging table stores important data about cost allocation information so that an ERP integrator can export this data to a third-party ERP system.")
* [Distribution set form](https://servicenow-prod.fluidtopics.net/eUckwer9sN6t4ftdEu7w8w "Create a distribution set to split cost allocations automatically for invoice lines.")
* [Create New Invoice task form](https://servicenow-prod.fluidtopics.net/_rInspM0Mzs2stbEy9DDPA "Use the Create New Invoice task form to provide details about the Invoice task.")
* [Invoice processing case form](https://servicenow-prod.fluidtopics.net/_IpQvQtafFHOHzDmNR5~dA "Use the Invoice processing case form to view the case details that store invoice information that an Accounts Payable Specialist can use to perform related tasks.")
* [Tax lines](https://servicenow-prod.fluidtopics.net/svGPBHQx1KWVeRkkmQeueQ "The Tax lines tab lists the tax line associated with the invoice line.")
* [Invoice exception form](https://servicenow-prod.fluidtopics.net/7JIGYZMNoPVjPnJLStXmsg "Use the invoice exception form to view the case details that store invoice exception information that an Accounts Payable Specialist can use to perform related tasks.")
* [Request Help form](https://servicenow-prod.fluidtopics.net/0FmOUgUaISt_0ndL6hR1NA "Suppliers use the Request Help form to report an inquiry related issue or request.")
* [Data required for invoice processing](https://servicenow-prod.fluidtopics.net/bdFC5eXGnr4d6CzC4g3tIw "Reference information for the key tables and required data used to process invoices in Accounts Payable Operations.")
* [Invoice exception definition form](https://servicenow-prod.fluidtopics.net/m3MoDBYBOMM_JwCOFZr4iA "Use the Invoice exception definition form to provide details about the new invoice exception definition.")
* [Approval Rule form](https://servicenow-prod.fluidtopics.net/Wh_S3lVbmm4p9CAf_IDd9Q "Use the Approval Rule form to provide details about the new approval rule.")
* [Approval Plan form](https://servicenow-prod.fluidtopics.net/yZ~Lyu53TsRSNBMDZNAt1A "Use the Approval Plan form to view details of the overall invoice approval process.")