Upgrade Accounts Payable Operations from version 2.0

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Upgrade Accounts Payable Operations with Document Intelligence from lower to higher versions.

    Before you begin

    • Upgrade Accounts Payable Operations version 2.0 and above to Accounts Payable Operations 4.0 by installing Document Intelligence version 4.0.
    • As part of APO 2.0 or APO 3.0, in Use cases sys_di_task_definition table, verify OOB Use case – “DO NOT USE- Invoice Processing v2”.

    Role required: Admin

    Procedure

    1. Verify if the OOB pre-trained model Use case is available in the sys_di_task_definition table.
      Verify if the OOB pre-trained model is used for copying and creating Use cases. The upgrade applies only if the users use OOB Use case – “DO NOT USE- Invoice Processing v2” to create a new use case.
    2. Verify the newly added pre-trained model Use case “DO NOT USE - Invoice Processing v3” exists.
    3. Execute the following script from the background script in sn_ap_ic Accounts Payable Operations integration with Document Intelligence scope.
    4. To execute the below script, perform the following steps. 
    functionalignParentUseCaseSysIds(oldReadOnlyUseCaseSysId,newReadOnlyUseCaseSysId){varoldCopyUseCaseGr=newGlideRecord("sys_di_task_definition");oldCopyUseCaseGr.addQuery("parent_task_definition","CONTAINS","base_trained_model");if(oldReadOnlyUseCaseSysId){oldCopyUseCaseGr.addQuery("parent_task_definition","CONTAINS",oldReadOnlyUseCaseSysId).addOrCondition("parent_task_definition","CONTAINS","di_source");}else{oldCopyUseCaseGr.addQuery("parent_task_definition","CONTAINS","di_source");}oldCopyUseCaseGr.query();while(oldCopyUseCaseGr.next()){replaceCopyUseCaseSysId(oldCopyUseCaseGr,oldReadOnlyUseCaseSysId,newReadOnlyUseCaseSysId);}}functionreplaceCopyUseCaseSysId(copyUseCaseGr,oldReadOnlyUseCaseSysId,newReadOnlyUseCaseSysId){varoldParentUseCase=copyUseCaseGr.getValue("parent_task_definition");varoldParentUseCaseObj={};varnewParentUseCaseObj={};if(!oldParentUseCase||!oldParentUseCase.includes("base_trained_model")){return;}oldParentUseCaseObj=JSON.parse(oldParentUseCase);newParentUseCaseObj=oldParentUseCaseObj;if(oldParentUseCaseObj["sys_di_parent"]&&oldReadOnlyUseCaseSysId&&oldParentUseCaseObj["sys_di_parent"]===oldReadOnlyUseCaseSysId){newParentUseCaseObj["sys_di_parent"]=newReadOnlyUseCaseSysId;newParentUseCaseObj["base_trained_model"]=getNewReadOnlyUseCaseTrainingSolutionName(newReadOnlyUseCaseSysId);}elseif(oldParentUseCaseObj["di_parent"]&&!oldParentUseCaseObj["sys_di_parent"]){newParentUseCaseObj["sys_di_parent"]=newReadOnlyUseCaseSysId;newParentUseCaseObj["base_trained_model"]=getNewReadOnlyUseCaseTrainingSolutionName(newReadOnlyUseCaseSysId);}else{newParentUseCaseObj["base_trained_model"]=getNewReadOnlyUseCaseTrainingSolutionName(newReadOnlyUseCaseSysId);}varnewParentUseCase=JSON.stringify(newParentUseCaseObj);copyUseCaseGr.setValue("parent_task_definition",newParentUseCase);copyUseCaseGr.update();}functiongetNewReadOnlyUseCaseTrainingSolutionName(newReadOnlyUseCaseSysId){vargr=newGlideRecord("sys_di_task_def_solution_def");gr.addQuery("task_definition",newReadOnlyUseCaseSysId);gr.addQuery("solution_type","be5131acb70a2110cbc68b91ee11a981");gr.query();if(gr.next()){returngr.getDisplayValue("ml_capability_definition_base.solution_name").toString();}else{return"";}}alignParentUseCaseSysIds("54214afa87c32110822cb887cebb35ff","d679b5744736f110d10671dc416d4390");
    1. Navigate to All > System Definition > Scripts - Background.
    2. Set the In scope as sn_ap_ic.
    3. Copy and paste the script in the Scripts area.
    4. Click Run Script.
      • Use cases configured for Invoice processing flow in Accounts Payable Operations integration with Document Intelligence scope [sn_ap_ic] only will get upgraded.
      • Use cases will be upgraded if there is at least one trained task that are manually trained by the user from Document Intelligence Workspace.
      Use cases are upgraded with latest model.