Invoice Processing use case

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Accounts Payable Operations integration with Document Intelligence provides the DO NOT USE - Invoice Processing v4 use case.

    The DO NOT USE - Invoice Processing v4 use case identifies the information to extract invoice documents received as email attachments and determines how a user with the Accounts Payable Specialist role interacts with the extracted values in the Document Intelligence workspace.
    Note:
    The DO NOT USE - Invoice Processing v4 use case is read-only and cannot be edited.

    The DO NOT USE - Invoice Processing v4 use case contains the list of invoice fields to extract data from invoice attachments and stores this data in the invoice stage record. It also contains an extraction flow that populates the extracted invoice data into the invoice stage and invoice line stage records and updates the Invoice stage status to Processing completed.

    You can access this use case by navigating to All > Document Intelligence > Use Cases > DO NOT USE - Invoice processing V4.

    The DO NOT USE - Invoice Processing v4 use case includes the following information.

    Use case information Description
    Fields Contains the list of invoice and invoice line fields to extract information from an invoice document. A field is a single piece of information to extract from an invoice document. For example, the invoice date on a document.

    For the list of invoice and invoice line fields included in the DO NOT USE - Invoice Processing v4 use case, see List of invoice and invoice line fields included in the use case for Accounts Payable Operations integration with Document Intelligence.
    Field Groups Includes the Invoice Lines field group that maps to the Invoice Line Stage [sn_ap_ic_invoice_line_stage] target table where the extracted invoice line information from the invoice document is stored.
    Document tasks Includes a document task to train the Document Intelligence model to identify the correct information to extract from an invoice document.
    Integration Maps to the DO NOT USE - Invoice processing v4 use case that contains the DocIntel Extract Values Flow - Invoice processing v3 - Invoice Processing v3 extraction flow, which populates the extracted invoice data into the invoice stage and invoice line stage records. It also updates the Invoice stage status to Processing completed.