Invoice case line form
The invoice case line form displays details about an invoice case line.
| Field | Description |
|---|---|
| Invoice Case Line | |
| Number | The automatically generated record number. The prefix for numbers from the Invoice Case Line table is INVCSL. |
| Parent case | The parent invoice case for this invoice case line record. |
| Account | The name of the company that the invoice case is opened for. |
| Contact | The name of the customer contact for the invoice case. |
| Dispute code | Indicates the type of dispute for which the invoice case line has been created.- Incorrect product/service - Pricing discrepancy - Incorrect quantity - Incorrect customer details - Other |
| Short description | A brief description of the issue or request. |
| Description | A more detailed description of the issue or request. |
| Invoice line | A reference field that displays the invoice line that is being disputed. |
| State | The current state of the invoice case line record:- Draft - New - Work in Progress - Awaiting Info - Resolved - Accepted - Resolved - Denied - Canceled |
| Priority | The assigned priority:- 1 — Critical - 2 — High - 3 — Moderate - 4 — Low \(default\) |
| Assigned to | The agent assigned to the invoice case. |
| Assignment group | The group assigned to the invoice case. |
| Part number | |
| Invoiced part number | The original part number of the invoiced good or service. |
| Disputed part number | The disputed part number of the invoiced good or service. |
| Approved part number | The approved part number of the invoiced good or service. |
| Quantity | |
| Invoiced quantity | The original invoiced quantity of the invoiced good or service billed. |
| Disputed quantity | The disputed quantity of the invoiced good or service billed. |
| Approved quantity | The approved quantity of the invoiced good or service billed. |
| Amount | |
| Invoiced amount | The amount of the invoiced good or service. |
| Disputed amount | The disputed amount of the invoiced good or service. |
| Approved amount | The approved amount of the invoiced good or service. |
| Discount amount | |
| Invoiced discount amount | The invoiced discount amount of the invoiced good or service. |
| Disputed discount amount | The disputed discount amount of the invoiced good or service. |
| Approved discount amount | The approved discount amount of the invoiced good or service. |
| Billing location | |
| Invoiced billing location | The invoiced billing location of the invoice. |
| Requested billing location | The requested billing location of the invoice. |
| Shipping location | |
| Invoiced shipping location | The original shipping location of the invoiced good or service. |
| Requested shipping location | The requested shipping location of the invoiced good or service. |
| Resolution | |
| Resolution code | The resolution provided for the disputed invoice line item.- None - Solved - Credit - Solved - Write Off - Solved - Settlement - Solved - Invalid Dispute |
| Close notes | Additional notes made by the user who closes the case. |
| Notes | |
| Additional comments \(Customer visible\) | Customer-viewable comments. Each comment is inserted into the Activity field when the user saves the record. |
| Work notes \(Private\) | Information about how to resolve the case, or steps taken to resolve it, if applicable. |