---
title: Create a finance case form
description: Use the Create New Finance Case form to enter finance case details and provide resolution information.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/finance-case-management/create-fin-inquiry-form.html
release: australia
product: Finance Case Management
classification: finance-case-management
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Reference, Finance Case Management, Finance and Supply Chain applications, Finance and Supply Chain]
---

# Create a finance case form

Use the Create New Finance Case form to enter finance case details and provide resolution information.

<table id="table_ir3_r2d_52c"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td colspan="2">

Finance Case

</td></tr><tr><td>

Number

</td><td>

System-generated unique identifier for the case.

</td></tr><tr><td>

State

</td><td>

Status of the case:-   Draft
-   Work in Progress
-   Closed complete

</td></tr><tr><td>

Priority

</td><td>

Urgency of case.

</td></tr><tr><td>

Case type

</td><td>

Type of case, such as Finance inquiry.

</td></tr><tr><td>

Requested by

</td><td>

Owner of the case.

</td></tr><tr><td>

Opened

</td><td>

Creation date of the case.

</td></tr><tr><td>

Channel source

</td><td>

Channel used to send the inquiry.

</td></tr><tr><td>

Short description

</td><td>

Brief description of the case.

</td></tr><tr><td>

Description

</td><td>

Detailed description of the case.

</td></tr><tr><td colspan="2">

Assignment

</td></tr><tr><td>

Assignment group

</td><td>

Group that can fulfill the case.

</td></tr><tr><td>

Assigned to

</td><td>

Person assigned to work on the case.

</td></tr><tr><td>

Watch list

</td><td>

Person who is notified about the status of the case.

</td></tr><tr><td colspan="2">

Closure

</td></tr><tr><td>

Closure code

</td><td>

Reason for closing the case.

</td></tr><tr><td>

Closed by

</td><td>

Person who closed the case.

</td></tr><tr><td>

Closed

</td><td>

Date and time of closing the case.

</td></tr><tr><td>

Closure notes

</td><td>

Details related to closing the case.

</td></tr></tbody>
</table>-   **[Finance Case form tabs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/fin-case-form-tabs.md)**  
The Finance case form includes tabs that store finance case information that a finance specialist can use to perform related tasks.

**Parent Topic:**[Finance Case Management Reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/fin-case-mgmt-reference.md)

**Related topics**  


[Create a finance task form]()

[Interaction form]()

[Create new interaction related record form]()

[Email notifications from Finance Case Management]()

[Create knowledge base article form]()