Case Management - Pricing is now 'Invoice Credit Request' (Mar 2025)

Invoice Credit Request * previously known as Pricing is now a new case form replacing pricing case request.

* This case type can be created for Purchase Order or Order that has been invoiced (shipped).

This newly enhanced form aide's user to create case against orders through sub types which are

1. Pricing Error
2. Freight
3. Sales Tax
4. Other

The case sub type will have data derived either from invoice header or at the line level.

While Pricing Error and Other case sub types returns data at the Invoice Lines when searched by PO#, Order # or Invoice # and Freight, Sale Tax returns data at the Invoice Header.

Invoice data at line level (Pricing Error & Other):

Invoice data at header level (Freight & Sale Tax):

Invoice Credit Request case type can be created for PO or Order that are invoiced, else the user is directed to submit Change/ Cancel case instead through the guidance text.

When creating the case, the user can explain the calculation that is used to derive at the credit amount and may also have additional information entered for the field: 'Is there anything else we should know about this credit request?'

This helps in handling the case with required information and may see a sooner response/resolution.

Files or photos can be attached as optional

Users can upload files and photos during case creation.

Files or photos can be uploaded if they meet the following conditions:

• Formats supported are JPG, PNG, GIF or PDF
• Files size must be within 3MB
• 5 files can be uploaded against a case.

To submit the Invoice Credit Request case successfully, the users have to enter all mandatory fields.