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Work on an invoice exception › Invoice exceptions › Using Accounts Payable Invoice Processing › Use › Accounts Payable Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an exception task for an invoice exception

Create an exception task to assign it to a user or an assignment group to resolve the invoice exception.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_apm.admin

Procedure

  1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.

  2. Select the list icon (

Image omitted: cases-list-icon.png
List icon\).
  1. Do one of the following:
ToDo this
Create an exception task from the List page
  1. Do one of the following:
  2. Navigate to Lists > My Work > My open tasks.
  3. Navigate to Lists > All Work > All open tasks.
  4. Select New.

The Create New Invoice task page is displayed. For a description of the field values, see Create New Invoice task form.

The Type field is set to Case task by default.

  1. In the Parent case field, select the parent case for the invoice.
  2. In the Invoice exception field, select the exception for which you want to create an exception task.
  3. After you select an exception, the Type field changes from Case task to Exception task.

Note: The Type field is read-only.

  1. Enter the required information in the Assignment group, Assigned to, Short description, and Description fields.
  2. Select Save.
Create an exception task from an invoice exception
  1. Do one of the following:
  2. Navigate to Lists > My Work > My open invoice exceptions.
  3. Navigate to Lists > All Work > All open invoice exceptions.
  4. In the Number column, select the link to an invoice exception to open it.
  5. Select the Exception tasks tab and then select New.

The Create New Invoice task page is displayed. For a description of the field values, see Create New Invoice task form.

The Parent case, Invoice exception, and Type fields are auto-populated.

  1. Enter the required information in the Assignment group, Assigned to, Short description, and Description fields.
  2. Select Save.
Create an exception task from an invoice processing case
  1. Navigate to Lists > All Work > All open invoice processing cases.
  2. In the Number column, select the link to an invoice processing case to open it.
  3. Select the Tasks tab and then select New.

The Create New Invoice task page is displayed. For a description of the field values, see Create New Invoice task form.

The Parent case field is auto-populated. The Type field is set to Case task by default.

  1. In the Invoice exception field, select the exception for which you want to create an exception task.
  2. After you select an exception, the Type field changes from Case task to Exception task.

Note: The Type field is read-only.

  1. Enter the required information in the Assignment group, Assigned to, Short description, and Description fields.
  2. Select Save.
The exception task gets assigned to the business owner specified on the invoice.

What to do next

Mark an exception task as complete from Employee Center.

Parent Topic:Work on an invoice exception