Business Cases
Business Cases Overview
List view and filters for business case management
Business Cases group related orders and documents under a single project or cost initiative. They provide a unified financial view and audit trail.
Navigate to Business Cases to access the module.
Business Case List
| Column | Description |
|---|---|
| Internal Number | Auto-generated identifier from the counter series |
| State | Current state (e.g., Open, Removed) |
| Payment Status | Payment status of the business case |
| Client | The client/supplier linked to this business case |
| Approval Line | Configured approval workflow |
| Description | Short description of the initiative |
| Expected Earning | Projected earnings for this business case |
| Cost | Total cost of linked orders/documents |
| Gets Paid | Amount paid or to be paid |
| Earnings | Calculated earnings (Gets Paid minus Cost) |
Filtering
Use the Filters panel to narrow results by state, date range, and other criteria.
Linked Items
From the business case detail page, you can see all linked:
- Orders — purchase orders
- Documents/Invoices — received invoices and documents
- Issued Invoices — invoices issued against this business case