Capture the request
Describe the disputed charge and connect the invoice to the purchase order it concerns.
Flow / Cases & decisions
Give every request a connected case.
Flow keeps a business request connected to the context needed to resolve it. Teams can work from a shared case as ownership changes, with the current question and next step visible to the people involved.
Case managementFlow
Open a case for the disputed freight charge and prepare it for procurement review.
In the workspace
Case
Freight charge dispute · Invoice INV-482
Supporting context
Purchase order and delivery receipt · Attached
Next step
Procurement owner · Review charge discrepancy
Keep the invoice question connected to its supporting documents.
How it works in Flow
The procurement reviewer can understand why the charge is disputed and identify the evidence still needed before recommending a resolution. The case provides a common reference for the next handoff.
Prepare the case context
Bring the available delivery evidence into the case and identify the question the reviewer must resolve.
Assign the next step
Make the responsible owner and requested decision clear as the case moves toward resolution.
Bring Flow to your team.
Explore case management around your company’s workflows.