Invoice case categories and subcategories

Invoice cases are organized into categories and subcategories to help agents and Accounts Payable specialists manage different types of payment and processing issues, with each case type having specific role requirements and workflows.

The following table provides information about the invoice case categories and subcategories, when the cases are created, and which roles can access and work on these cases.

Category	Subcategory	Role	Description
Inquiry	- Payment inquiry - Invoice inquiry - Expedite payment request - Payment terms issue - Invoice entry assistance	Agent\[sn\_ap\_cm.agent\]	You can view the invoice inquiry cases in the Source-to-Pay Workspace. For more information, see Invoice inquiry cases.
Invoice automation	Invoice processing	Accounts Payable Specialist\[sn\_ap\_apm.accounts\_payable\_specialist\]	You can view the manual invoice ingestion cases in the Source-to-Pay Workspace. For more information, see Invoice processing cases.

To view the invoice cases, do the following:

Navigate to Accounts Payable Operations > Accounts Payable Workspace.
Select the list icon (

Image omitted: cases-list-icon.png
List icon\).

Do one of the following:
- As an Accounts Payable Specialist:
  - Navigate to Lists > My Work > Open cases
  - Navigate to Lists > All Work > Cases. Open invoice cases under My work.

Image omitted: all-work-invoice-cases.png
Open invoice cases

    All invoice cases under All work.

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All invoice cases

-   As an agent, you can view inquiry cases:
    -   Navigate to **Lists** &gt; **My Work** &gt; **Open cases**
    -   Navigate to **Lists** &gt; **All Work** &gt; **Cases**

        With Invoice Case Management, agents can manage and work on their assigned invoice cases, request more information from suppliers or employees, and create and assign tasks to users using the Accounts Payable workspace.

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AP Agents view inquiry case

Parent Topic:Accounts Payable Operations overview

Using Invoice Case Management

Using Accounts Payable Invoice Processing

Advanced Work Assignment in Accounts Payable Operations

Configure Advanced Work Assignment for Accounts Payable Operations

Using Advanced Work Assignment for Accounts Payable Operations

Working with Advanced Work Assignment

Interaction management in Accounts Payable Operations

Composing emails with predefined content from the Source-to-Pay Workspace

Universal Request in Accounts Payable Operations

Playbook for updating the invoice primary data

Using Supplier Collaboration Portal in APO