0
1.0.0
Yokohama
The Case Management for invoice Operations application enables B2B customers to operationalize invoice-related services such as invoice disputes and collections. This application includes a dedicated invoice case type along with invoice case lines. This application also includes the common services that customers can request on an invoice, workflow, and agent experiences.
The initial version of the application includes:
- A dedicated invoice case type for invoice-related disputes or complaints.
- New persona roles for the invoice case agent and invoice case manager that can be assigned to users who are going to be working the invoice cases.
- Leverages case lines introduced in Q4 2024. Invoice case lines extend case lines and can represent either invoices or invoice lines on a specific invoice that are being disputed.
- Out of the box we allow disputes for the following reasons and also allow implementations to extend these reasons:
- Pricing discrepancies (Incorrect price or discount)
- Incorrect quantity
- Incorrect customer information
- Incorrect item
- The agent workspace experience uses the CSM default record page experience. Following versions will include a tailored experience.
- New
- This is first version of the application so all features are new.
- Refer to the Key Features section for the complete list of features released in this version.
Required plugins and products
- Store application dependency
- Case lines and workflows (com.sn_case_line)
- Order to cash common architecture (com.sn_otc)