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

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Create a finance case form

# Create a finance case form {#ariaid-title1}

* Release version: Yokohama
* 
* Updated March 27, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the Create New Finance Case form to enter finance case details and provide resolution information.
{#create-fin-inquiry-form__table_ir3_r2d_52c__entry__2}

| Field | Description |
|-|-|
| Finance Case ||
| Number | System-generated unique identifier for the case. |
| State | Status of the case: * Draft * Work in Progress * Closed complete {#create-fin-inquiry-form__ul_i2p_rsr_52c} |
| Priority | Urgency of case. |
| Case type | Type of case, such as Finance inquiry. |
| Requested by | Owner of the case. |
| Opened | Creation date of the case. |
| Channel source | Channel used to send the inquiry. |
| Short description | Brief description of the case. |
| Description | Detailed description of the case. |
| Assignment ||
| Assignment group | Group that can fulfill the case. |
| Assigned to | Person assigned to work on the case. |
| Watch list | Person who is notified about the status of the case. |
| Closure ||
| Closure code | Reason for closing the case. |
| Closed by | Person who closed the case. |
| Closed | Date and time of closing the case. |
| Closure notes | Details related to closing the case. |
[Table 1. Create New Finance Case form]

{#create-fin-inquiry-form__table_ir3_r2d_52c}
* **[Finance Case form tabs](https://servicenow-prod.fluidtopics.net/aUzyaIYqYI4t9FItw1cvsQ)**   
  The Finance case form includes tabs that store finance case information that a finance specialist can use to perform related tasks.

**Related concepts**   

* [Email notifications from Finance Case Management](https://servicenow-prod.fluidtopics.net/xOdpSnJ4sGiWMAMYDHG53Q "Finance Case Management sends email notifications when you perform certain actions on a finance case.")  
**Related reference**   

* [Create a finance task form](https://servicenow-prod.fluidtopics.net/pz~XfmeCRAEI3scNyV8sNQ "Use the Create New Finance task form to provide details about the finance task.")
* [Interaction form](https://servicenow-prod.fluidtopics.net/068MvYNT0qOUyS_QtA2p~A "For an auto-generated interaction record, the Details tab contains details of the interaction.")
* [Create new interaction related record form](https://servicenow-prod.fluidtopics.net/Eohxi_QkQtCoGp0LpO~6wg "Use the Create New Interaction Related Record form to provide details about the associated finance case.")
* [Create knowledge base article form](https://servicenow-prod.fluidtopics.net/LmjUcVZRoGQeHO6iI6x8vQ "Use the Create New Knowledge form to provide details about the knowledge base article.")