Close the additional invoice processing case for an invoice
Close an auto-generated invoice processing case when you create an invoice manually to avoid duplicate processing workflows.
Before you begin
Role required: sn_ap_apm.accounts_payable_specialist
About this task
If you create an invoice manually, a new invoice processing case is created for that invoice. As a result, the auto-generated invoice processing case becomes redundant and therefore you can close it.
Procedure
Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
Select the list icon (
List icon\).
Do one of the following:
- Navigate to Lists > My Work > My open invoice processing cases.
- Navigate to Lists > All Work > All open invoice processing cases.
- Open the invoice processing case.
Select Close case.
The Close case dialog box is displayed.
From the Closure code list, select one of the following options:
- Duplicate invoice
- Invoice canceled
- Invoice approved
- In the Reason field, enter the reason why you're closing the case.
Select Close case.
The invoice processing case is closed and its state updates to Closed complete.
Parent Topic:Invoice ingestion process when Document Intelligence is unavailable