The supplier's bank account number for payment processing. Displayed when capturing invoice details from documents.

The process of managing and paying invoices from suppliers.

User role (sn_ap_cm.agent) who handles inquiry cases from suppliers or employees in the Source-to-Pay workspace.

Application that identifies invoice duplicates, matches invoices to purchase orders and goods receipts, enables invoice approval management, and provides invoice exception management.

A ServiceNow application that enables automated invoice processing, case management, and supplier inquiry handling from invoice ingestion to approval and payment.

Application (com.sn_ap_ic) that automatically captures data from incoming invoices using Document Intelligence capabilities to reduce manual data entry effort.

User role (sn_ap_apm.accounts_payable_specialist) who processes invoices, resolves exceptions, and manages invoice cases in the Source-to-Pay workspace.

The Automated Clearing House routing number used for electronic payment transfers to suppliers. Captured during invoice ingestion.

The sequence of steps required to approve an invoice.

An application that automatically assigns work items to agents based on their availability, capacity, and skills to resolve invoice cases within Accounts Payable Operations.

A suite of tools that provides agents, case managers, help desk professionals, and managers quick access to what they need to help answer customer questions and resolve customer problems.This is the unified interface where accounts payable teams manage their day-to-day operations.

AI agents are autonomous digital workers that use LLMs, tools, and workflows to complete tasks across ITSM, HR, and CSM on behalf of users. They can reason, plan, and act independently or collaboratively. You can create and manage them using AI Agent Studio and orchestrate them in AI Agent Orchestrator. These agents are embedded in Now Assist panels, Virtual Agent, and custom workflows.

The AI agent is a virtual worker that performs specific tasks leveraging tools from the ServiceNow AI Platform such as workflow, skill, script, knowledge base, etc.

Guidelines that determine how work items are assigned.

An Accounts Receivable invoice record representing amounts owed by customers. Also referred to as "Invoice" in the system.

Individual line items within an accounts receivable invoice, representing specific goods or services billed.

A case state indicating that resolution is pending because additional information is needed from internal teams.

A case state indicating that the case is waiting for additional information from the person who submitted the inquiry.

Individual responsible for approving invoice or managing exceptions; must be valid and active, matching purchase order if invoice is PO type.

A record that is used to track and manage a specific customer issue, request, or incident. It is commonly used in resolving issues through customer support and helpdesk systems.

Invoice type issued when there is a reduction or offset in amount payable to supplier; can be PO or Non-PO type and must contain original invoice, original invoice number, or purchase order reference.

Process of identifying and allocating invoice line costs across different cost centers or ledger accounts for accurate cost analysis and invoice processing.

Business unit or department to which invoice costs are allocated; used in cost allocation records for expense tracking and reporting.

Commerce XML- one of the supported formats for invoice ingestion via API.

The process of collecting and digitizing invoice data.

ServiceNow® AI-powered tool for extracting data from invoices.

Measures to protect sensitive information within the system.

Individual allocation records within a distribution set that specify percentages or amounts to distribute across cost centers or general ledger accounts.

Collection of predefined rules and templates designed to automate cost allocation for invoice lines across cost centers and GL accounts, eliminating manual cost splitting.

Automated process that identifies invoices that may have already been submitted to prevent the same invoice from being paid twice.

Enterprise resource planning (ERP) systems used for managing business processes.

Enterprise Resource Planning - external system integrated with APO for invoice posting and payment processing.

Framework enabling APO to post invoices to external ERP systems and track integration errors when posting fails due to data issues or connectivity problems.

External ERP system reference that ensures consistent data sourcing for invoice fields like purchase order, legal entity, supplier to prevent integration errors.

Automated system component that identifies discrepancies in invoices during processing and creates invoice exception records for review and resolution.

Handling and resolving issues that arise during Accounts Payable Operations invoice processing.

Scheduled job running every five minutes, by default, to automatically check invoices for exceptions; can be activated or run manually.

Task created to resolve specific invoice exceptions; can be auto-created by the system (for example, receipt tasks) or manually created by Accounts Payable Specialists.

Confidence level score assigned by Document Intelligence when extracting data from invoice documents; determines if manual review is required.

Acronym for General Ledger.

Temporary tables that store invoice data received from external systems before transformation and creation of primary invoice records in APO.

Case type submitted by employees or suppliers for invoice-related questions, including payment inquiry, invoice inquiry, expedite payment request, payment terms issues, and invoice entry assistance.

System-generated error task recording integration issues when invoices fail to post to ERP systems due to poor connectivity, missing data, or system timeouts.

Auto-generated record logging any supplier or employee request for assistance via email, chat, or phone; can be associated with existing cases or used to create new cases.

The process of verifying and authorizing an invoice for payment.

Case category for automated invoice processing cases created when invoices are ingested through Document Intelligence or API.

Case record created to manage invoice-related inquiries or processing activities, with categories including Inquiry and Invoice automation.

Issues identified during invoice processing that require resolution.

The process of receiving and entering invoices into the system.

Application programming interface that enables bulk AP invoice ingestion from external systems (supplier billing, buyer networks, OCR solutions) supporting cXML, JSON, and XML formats.

Individual line item on an invoice representing specific goods or services purchased; includes quantity, unit price, amount, and cost allocation details.

Process of matching invoice lines with corresponding purchase order lines using rules-based engine or Now Assist for automated or AI-assisted mapping.

The end-to-end handling of invoices from receipt to payment.

Case with category "Invoice automation" and subcategory "Invoice processing" created when invoices are ingested; tracks invoice through complete processing life cycle.

Architectural change where invoice table (sn_shop_invoice) extends base invoice table (sn_fin_base_invoice) for improved data structure and extensibility.

Acronym for IT Asset Management.

Integration between IT Asset Management and APO that enhances exception handling for ITAM-driven purchase order invoices by validating received quantities against receiving slips.

Financial account to which invoice costs are posted; used in cost allocation to distribute expenses across different accounting categories.

Required field on invoices representing the business entity responsible for payment; used in supplier legal entity mapping and ERP source determination.

AI capability integrated with virtual agent chatbot to help suppliers analyze, understand, and navigate to appropriate topics for invoice and inquiry-related queries.

Acronym for Natural Language Understanding.

Invoice submitted without reference to a purchase order; requires manual coding and validation of supplier, legal entity, and cost allocation details.

A technology that converts scanned contract documents or PDFs into searchable and editable text within ServiceNow.

Table where approved invoices are posted before transmission to external ERP systems for payment processing.

Visual workflow representation showing step-by-step invoice processing stages including validation, duplicate checking, matching, exception validation, approval, and payment processing.

Invoice created against a purchase order; undergoes PO matching to verify quantities, prices, and amounts against the original purchase order.

Process of comparing invoice header and line details with corresponding purchase order information to identify discrepancies before approval.

Acronym for Procurement Service Management.

A document issued by a buyer to a seller, detailing the items or services to be purchased.

Task created by APO when Insufficient Goods Receipt exception occurs and PSM is installed; assigned to recipient on PO line for goods receipt confirmation.

Document generated in ITAM when goods receipt is completed; used to validate received quantities during invoice processing for ITAM-driven purchase orders.

Automated system that maps invoice lines with purchase order lines using fields like unit price, delivered unit price, exact description, exact amount, and amount round off.

Temporary database tables storing invoice data during ingestion and transformation process before creation of final invoice records; includes inbound and outbound tables.

Vendor or service provider submitting invoices for payment; must be validated and mapped to legal entity in Supplier Legal Entity Mapping table.

Portal application enabling suppliers to check invoice status, create inquiry cases, submit new invoices, resolve tasks, and interact with AP specialists through chat and virtual agents.

Table (sn_fin_supplier_detail) storing relationships between suppliers and legal entities, including hold payment and hold posting attributes that can trigger invoice exceptions.

The process of managing relationships and transactions with suppliers.

Tax amount provided by the supplier on the invoice; compared against system-calculated tax to identify over/under tax variances.

Workspace where Accounts Payable specialists and admins create cases, manage invoices, resolve exceptions, and manage integrations with other applications.

Tax amount calculated by APO system based on tax type and invoice line amount; compared against supplier tax for validation.

Process of computing final tax for invoices based on tax type (indirect tax or withholding tax) and comparing supplier-provided tax against system-calculated tax.

Individual tax record added to invoice line specifying tax type, supplier tax amount, system tax amount, and final tax amount after variance resolution.

Classification of tax as either indirect tax (added to invoice amount) or withholding tax (subtracted from invoice amount) for proper tax calculation.

Specific type of tolerance including Line amount tolerance, Line quantity tolerance, Line unit price tolerance, Overbilling amount tolerance, and Over/Under tax amount variance.

A limit that is set on invoices to determine acceptable variances before they require further review.

Document Intelligence process that imports invoice data from staging tables, validates required fields, and creates invoice records in Draft state.

Centralized entry point for invoice owners, suppliers, and customers to submit general case requests, simplifying the process of raising inquiries through Employee Center or Supplier Portal.

Acronym for Universal Request.

An AI-driven assistant for handling common requests and inquiries.

Predefined chatbot conversation topics including Check invoice status, Live agent support, Check inquiry status, Create new inquiry, and Prechat survey.

Automated process flow managing invoice progression through various stages from ingestion, validation, matching, exception handling, approval to payment.

Task or interaction record representing customer requests that need assignment and processing; routed through Advanced Work Assignment queues.

A storage area for work items waiting to be assigned to agents.