Components installed with Accounts Payable Invoice Processing

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Components Installed with Accounts Payable Invoice Processing

    The Accounts Payable Invoice Processing plugin, version Washingtondc, installs several components essential for managing invoice processing within ServiceNow. This includes user roles, automated flows, and various tables to facilitate efficient operations.

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    Key Features

    • Roles Installed:
      • Accounts Payable Invoice Processing Administrator (snapapm.admin): Full access to all features of the Accounts Payable Operations application.
      • Accounts Payable Specialist (snapapm.accountspayablespecialist): Ability to view and manage invoices, purchase orders, and supplier details.
      • Accounts Payable Invoice Processing Reader (snapapm.reader): Read-only access to all tables in the Accounts Payable Operations application.
      • Invoice Tolerance Admin (snapapm.invoicetoleranceadmin): Authority to create and manage tolerance rules and types.
    • Flows Installed:
      • Create Invoice Processing Case for Invoice: Automatically creates invoice processing cases from received email attachments.
      • Start Invoice Processing for Orphan Invoices: Initiates processing for draft invoices lacking associated cases, requiring activation.
    • Scheduled Jobs:
      • Exception Monitoring Scheduler: Runs every five minutes to identify exceptions in PO and Non-PO invoices.
    • Tables Installed:
      • Invoice Exception: Stores exceptions found in invoices.
      • Invoice Exception Line: Stores line item exceptions in invoices.
      • Invoice Processing Detail: Contains invoice processing information.
      • Invoice Tolerance Rule: Maintains tolerance rules for various types of tolerances.
      • Invoice Tolerance Type: Records different types of tolerances.

    Key Outcomes

    By utilizing the components installed with the Accounts Payable Invoice Processing plugin, customers can streamline invoice management, enhance data accuracy, and ensure timely processing of invoices while effectively managing exceptions and tolerances.

    Several types of components are installed with activation of the Accounts Payable Invoice Processing plugin, including user roles, flows, and tables.

    Roles installed

    Note:
    The following roles are installed with Finance Common Architecture (com.sn_fin), which is installed as a dependent plugin:
    • sn_fin.supplier_payment_info_read: Provides read access to supplier details and supplier payment information tables
    • sn_fin.supplier_payment_info_write: Provides write access to supplier details and supplier payment information tables

    The sn_shop.invoice_owner role is installed with Source-to-Pay Common Architecture (com.snc.sn_shop), which is installed as a dependent plugin.

    For information about the components installed with Invoice Case Management, see Components installed with Invoice Case Management.

    Role title [name] Description Contains roles
    Accounts Payable Invoice Processing Administrator

    [sn_ap_apm.admin]

    		 Can access all the features and capabilities of the Accounts Payable Operations application.
    • sn_ap_cm.admin
    • sla_admin
    • sn__ap_apm.accounts_payable_specialist
    Accounts Payable Specialist

    [sn_ap_apm.accounts_payable_specialist]
    • Can view and update all invoices and invoice exceptions.
    • Can view purchase orders, supplier details, and supplier payments.
    • sn_fin.supplier_payment_info_read
    • sla_manager
    • workspace_user
    • canvas_user
    • sn_ap_apm.reader
    • sn_ap_cm.task.owner
    • email_composer
    Accounts Payable Invoice Processing Reader

    [sn_ap_apm.reader]

    		 Can view all the tables available in the Accounts Payable Operations application.
    • vendor_reader
    • sn_shop.procurement_common_reader
    Invoice tolerance admin

    [sn_ap_apm.invoice_tolerance_admin]

    		 Can create and manage tolerance rules and tolerance types.

    Flows installed

    Flow Description
    Create Invoice Processing Case for Invoice Creates an invoice processing case for an invoice that is received via email.
    Note:
    If you receive an email with N attachments, the application creates N invoice processing cases — a new invoice processing case for each attached invoice, where N is a positive number. If you receive an email with no attachment, then the application does not create an invoice processing case.
    Start Invoice Processing for Orphan Invoices Picks up all the invoice records in Draft state that do not have an invoice case associated to them and starts their processing.

    You must activate the flow to use it. For information on how to activate the flow, see Activate the Start Invoice Processing for Orphan Invoices flow.
    Table 1. Scheduled job
    Job Description
    Exception Monitoring scheduler Runs on a regular schedule every five minutes to identify exceptions for the PO and Non-PO invoices that are in PO matching completed/Accepted or Exceptions found state.

    Tables installed

    Table Description
    Invoice exception

    [sn_ap_apm_exception]

    		 Stores the exceptions found in the invoices.
    Invoice exception line

    [sn_ap_apm_line_exception]

    		 Stores the line exceptions found in the invoices.
    Invoice exception definition

    [sn_ap_apm_exception_definition]

    		 Extends the Application File table. Stores the exception definitions for an exception.
    Invoice processing detail

    sn_ap_apm_invoice_attribute

    		 Stores invoice processing information
    Invoice tolerance rule

    [sn_ap_apm_invoice_tolerance_rule]

    		 Stores the tolerance rules for each tolerance type. The table extends the application file table.
    Invoice tolerance type

    [sn_apm_apm_invoice_tolerance_type]

    		 Stores the different types of tolerances. The table extends the application file table.