0
13.2.4
Australia Patch 5, Australia, Zurich Patch 12, Zurich, Yokohama Patch 4, Yokohama
Standalone Application
Invoice Case Management enables accounts payable teams to manage, review, and support suppliers and employees with invoice-related queries. This helps the team increase productivity, resolve inquiries faster and improve the supplier experience.
- Manage and prioritize cases and inquiries in a single system of action
- Deflect inquiries and route to the right agents for faster resolution
- Enable suppliers to manage invoices, inquiries and collaborate with customers using omni-channel self-service capabilities
- Universal request support for invoice case management
- Support email exclusion rules for case creation
- Manually reopen closed case
- Support email exclusion rules for case creation: Enable AP teams to define and auto-enforce email suppression rules that filter non-invoice emails (confirmations, OOO replies, duplicates) before case creation
- Manual Case Reopening: Reopen closed case enables AP teams to manually restore closed invoice cases to WIP status while preserving all historical context and data, eliminating the need to create duplicate cases for recurring issues.
Not applicable for this application version.
- Required plugins and products
- Source-to-Pay Common Architecture (sn_shop)
- Source-to-Pay Workspace (sn_spend_workspace)
- Supplier Collaboration Portal (sn_supplier_sp)
- Other plugins and products
- Advanced Work Assignment for Sourcing and Procurement Operations (sn_spend_awa)
- Now Assist for Accounts Payable Operations (sn_ap_gen_ai)
- Permissions and roles: Role required to install the application: System administrator (admin)
- AI search in workspace and portal is included in existing Professional Plus package and it is available for role sn_fsc_genai.now_assist_fufiller
- To enable universal request for invoice case management, the Universal Request for Source-to-Pay Operations (sn_fsc_ur_common) plugin is required, and the required role is universal request role sn_uni_req.routing_agent.