0
1.4.0
Zurich, Yokohama
Case Management for Invoice Operations enables B2B customers to streamline 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 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.
- Changed:
- Convert existing product models to customer visible.
Required plugins and products
- Store application dependency
- Case lines and workflows (com.sn_case_line)
- Order to cash common architecture (com.sn_otc)