Install Invoice Case Management › Configure › Accounts Payable Operations › Finance and Supply Chain

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Components installed with Invoice Case Management

Reference information for the roles, scheduled jobs, and tables installed with the Invoice Case Management plugin during activation.

Roles installed

Role title \[name\]	Description	Contains roles
Invoice Case Management Administrator \[sn\_ap\_cm.admin\]	Can configure and make changes to record producers, invoice case assignment rules, invoice case SLA definitions, and email properties.	- sla\_admin - sn\_ap\_cm.agent
Invoice Case Management Agent \[sn\_ap\_cm.agent\]	Can view, create, and update invoice cases and tasks and manage the workflows for fulfilling requests.	- sn\_ap\_cm.requester - sla\_manager - workspace\_user - vendor\_reader - canvas\_user - sn\_ap\_cm.task\_owner - email\_composer
Invoice Case Management Requester \[sn\_ap\_cm.requester\]	Can create invoice inquiry cases.	sn\_shop.invoice\_owner
Invoice Case Management Task Owner\[sn\_ap\_cm.task\_owner\]	Can view and update the tasks that are assigned to them.	None

Scheduled job	Description
Create Inquiry Case on Invoice email	Creates an invoice inquiry case from the information in an inbound email.You must activate the flow to use it. For information on how to activate the flow, see Activate the Create Inquiry Case on Invoice email flow.

Table	Description
Invoice case \[sn\_ap\_cm\_ap\_case\]	Extends the Service Case table. Stores the invoice case records.
Invoice task \[sn\_ap\_cm\_ap\_task\]	Extends the Service Task table. Stores the invoice task records.

Activate the Create Inquiry Case on Invoice email flow
Activate the Create Inquiry Case on Invoice email flow to automatically create invoice inquiry cases from inbound emails.