---
title: Create invoice case from Universal Request
description: Validate incoming Universal Request items in the Source-to-Pay Workspace and create invoice cases for further processing.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/accounts-payable-operations/create-invoice-case-from-ur.html
release: australia
product: Accounts Payable Operations
classification: accounts-payable-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
keywords: [APO, Accounts Payable Operations, invoice processing, Accounts Payable Workspace, AP case, universal request, employee inquiry]
breadcrumb: [Universal Request in Accounts Payable Operations, Use, Accounts Payable Operations, Finance and Supply Chain]
---

# Create invoice case from Universal Request

Validate incoming Universal Request items in the Source-to-Pay Workspace and create invoice cases for further processing.

## Before you begin

Role required: Users must be part of the Accounts Payable Universal Request group which contains the roles sn\_uni\_req.routing\_agent, sn\_ap\_cm.agent, \[sn\_uni\_req.sensitiveinfo\_agent\] optional.

Plugins required:

-   Universal Request for Source-to-Pay Operations Plugin \[sn\_fsc\_ur\_common\] plugin \(contains dependent plugin Universal Request Plugin \[com.snc.universal\_request\]\)
-   Invoice Case Management \[com.sn\_ap\_cm\].

Users can also create own groups. For more information on creating own service- specific-assignment groups see, Universal Request is raised in the Employee Center or Supplier portal.

This video shows you how to create a Universal Request.\[Omitted video\] Description: The video shows you how to create a invoice case from a Universal Request.

## Procedure

1.  Navigate to **Source-to-Pay workspace** > **List** > **Universal request**.

    The AP agent validates the UR case details and creates an invoice case for further processing.\[Omitted image "universal-req-list.png"\] Alt text: Universal Request List view

2.  Select a specific UR case to view case details.

    **Note:** Users with \[sn\_uni\_req.sensitiveinfo\_agent\] role can view and work on the tickets that are marked as restricted. Restricted tickets contain sensitive information and are secured from general viewing.

3.  Select **Create case** >**Create invoice case**.

    The **Create New Invoice case** form appears. The associated UR details appear as a banner in the case. For more information on creating invoice case, see [Create an invoice manually](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/accounts-payable-operations/create-invoice.md).\[Omitted image "create-invoice-ur.png"\] Alt text: Create invoice case

4.  Select **Save** to save the changes.

5.  Select **Transfer** if the primary ticket belongs to a different team.

    If a ticket is transferred to another team, the user who submitted the UR might not have the necessary permissions to access that team's case. Updates to the UR will not be visible to them.

    For more information on transferring a UR, see [Transfer a primary ticket](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/employee-service-management/route-primarytask-to-ur.md).\[Omitted image "transfer-ur.png"\] Alt text: Transfer UR

6.  Select **Create Associated Ticket** to request other departments for assistance in resolving a universal request \(UR\).

    For more information on associated ticket, see [Create associated ticket for primary ticket of UR](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/employee-service-management/create-associated-ticket.md).

    If the ticket is assigned to another team, the user who submitted the UR might not have the necessary privileges to view that team’'s case. They’ll be unable to monitor updates on the UR.

    \[Omitted image "ur-associated-ticket-success.png"\] Alt text: Associated ticket

    An associated ticket is created.


## Result

Invoice case is created and processed. Once the case is resolved, the agent closes the case with an appropriate reason. The UR is synced with invoice case details for invoice owners and suppliers to track the status of the UR.

**Parent Topic:**[Universal Request in Accounts Payable Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/accounts-payable-operations/universal-request-in-apo.md)

**Related topics**  


[Using Invoice Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/accounts-payable-operations/use-invoice-case-mgmt.md)