Xanadu Finance and Supply Chain

Release: xanadu
ft:locale: English
ft:publication_title: Xanadu Finance and Supply Chain
ft:clusterId: stpop
bundleId: stpop
workflow: Creator

Finance and Supply Chain
Source-to-Pay Operations
Source-to-Pay Operations purchasing and sourcing workflows
Source-to-Pay purchasing workflow
Source-to-Pay sourcing workflow
Now Assist for Source-to-Pay Operations
Source-to-Pay Workspace
Exploring Source-to-Pay Workspace
Source-to-Pay Workspace landing page
SPO landing page
SLO landing page
Source-to-Pay Workspace Supplier page
Source-to-Pay Workspace Case Details page
Supplier Information tab
Sidebar for supplier cases in the Source-to-Pay Workspace
APO landing page
Source-to-Pay Workspace list page
SPO list page
SLO list page
APO list page
Configuring Source-to-Pay Workspace
Configuring knowledge bases to enable guest users to publish knowledge articles from the Source-to-Pay Workspace
Using Source-to-Pay Workspace
Create a known error article from the Source-to-Pay Workspace
Create a knowledge base article from the Source-to-Pay Workspace
Source-to-Pay Workspace reference
Source-to-Pay Workspace Analytics Center
Source-to-Pay Integrations
Source-to-Pay integration with third-party applications
Source-to-Pay integration framework
Inbound staging tables for Source-to-Pay Operations
Inbound staging tables for Sourcing and Procurement Operations
CMDB Model Category Stage inbound staging table
CMDB Service Model Stage inbound staging table
CMN Location Stage inbound staging table
Catalog Import staging table
Catalog Error staging table
Cost Center Stage inbound staging table
Department Stage inbound staging table
ERP Plant Address Mapping Stage inbound staging table
FX Currency Stage inbound staging table
FX Rate Stage inbound staging table
Fixed asset details stage inbound table
GL Account Stage inbound staging table
Import Availability Updates inbound staging table
Availability Error staging table
Inbound Cost Allocation staging table
Inbound Invoice staging table
Inbound Purchase Order staging table
Inbound Purchase Order Line staging table
Inbound Receipt staging table
Legal Entity Stage inbound staging table
Office Location Stage inbound staging table
Order Acknowledgement staging table
Order Acknowledgement Error staging table
Payment Terms Stage inbound staging table
Price Import staging table
Price Error outbound staging table
Product Model Stage inbound staging table
Purchase Entity Stage inbound staging table
Purchase Line Stage inbound staging table
Purchase Requisition staging table
Spend Shipment Import inbound staging table
Shipment Error staging table
Supplier Product Stage inbound staging table
Third Party Sourcing Registration staging table
Third Party Unit Mapping staging table
Third Party Unit staging table
Inbound staging tables for Supplier Lifecycle Operations
Supplier contact inbound staging table
Supplier inbound staging table
Supplier legal entity mapping inbound staging table
Supplier location inbound staging table
Supplier payment inbound staging table
Inbound staging tables for Accounts Payable Operations
Invoice import inbound staging table
Import error staging table
Invoice line import inbound staging table
Invoice payment detail import inbound table
Organization tax details inbound staging table
Invoice tax line staging table
Outbound staging tables for Source-to-Pay Operations
Outbound staging tables for Sourcing and Procurement Operations
Outbound Cost Allocation staging table
Outbound Order staging table
Outbound Order Line staging table
Outbound Receipt staging table
Third-party Registration outbound staging table
Third-party Model Mapping outbound staging table
Outbound staging tables for Supplier Lifecycle Operations
Supplier contact outbound staging table
Supplier legal entity mapping outbound staging table
Supplier location outbound staging table
Supplier outbound staging table
Supplier payment outbound staging table
Outbound staging tables for Accounts Payable Operations
Organization tax details outbound staging table
Outbound invoice staging table
Invoice error staging table
Outbound invoice line staging table
Outbound invoice tax line staging table
S2P integration framework transform maps and subflows
Integration errors in staging tables
Scheduled jobs to fetch primary data
Create Integration Service record
Run scheduled jobs
Primary data integration
Fixed asset integration
Purchase order integration
Receipt integration
Invoice integration
ERP source
ERP source configuration
Integration settings on Source-to-Pay side
Set up the authentication profile
Define ERP source configuration for Source-to-Pay
Configure service maps for Source-to-Pay
Load data to ERP user mapping table for Source-to-Pay
Source-to-Pay integration with SAP ECC and SAP S4 HANA
Exploring Source-to-Pay integration with SAP ECC and S4HANA
Execute RFC in the Source-to-Pay with SAP integration
Configuring the SAP ECC and SAP S4 HANA integration
ERP Source Configuration for SAP ECC and SAP S4 HANA
Define ERP source configuration for SAP ECC and SAP S4 HANA
Configure integration services for SAP ECC and SAP S4 HANA
Look up primary data in SAP ECC and SAP S4 HANA
Manually start inbound flows in SAP ECC and S4HANA
Scheduled jobs to fetch SAP ECC and SAP S4 HANA data
Run scheduled jobs in SAP ECC and SAP S4 HANA
Using Source-to-Pay integration with SAP ECC and SAP S4 HANA
Use schedule flows in SAP ECC and SAP S4 HANA
Use a flow or subflow in SAP ECC and SAP S4 HANA (Outbound)
Copy a flow or subflow in SAP ECC and SAP S4 HANA
Source-to-Pay Integration with 3CLogic
Source-to-Pay integration with Oracle EBS
Configuring the Source-to-Pay integration with Oracle EBS
ERP Source Configuration for Oracle EBS
Define ERP source configuration for Oracle EBS
Configure service maps for Oracle EBS
Load data to ERP user mapping table for Oracle EBS
Look up primary data in Oracle EBS
Scheduled jobs to look up primary data in Oracle EBS
Run scheduled jobs in Oracle EBS
Using Source-to-Pay integration with Oracle EBS
Use schedule flows in Oracle EBS
Manually trigger flows or subflows in Oracle EBS (Inbound)
Use a flow or subflow in Oracle EBS (Outbound)
Copy a flow or subflow in Oracle EBs
Source-to-Pay integration with SAP Ariba
Configuring the Source-to-Pay integration with SAP Ariba
ERP source configuration for SAP Ariba
Define ERP source configuration for SAP Ariba
Configure service maps for SAP Ariba
Look up primary data in SAP Ariba
Using Source-to-Pay integration with SAP Ariba
Use flows in SAP Ariba
Manually trigger flows or subflows in SAP Ariba (Inbound)
Use a flow or subflow in SAP Ariba (Outbound)
Copy a flow or subflow in SAP Ariba
Source-to-Pay integration with Coupa
Configuring Source-to-Pay integration with Coupa
ERP Source Configuration for Coupa
Define an ERP source configuration for Coupa
Configure service maps for Coupa
Activate the schedule flows
Looking up primary data in Coupa
Using Source-to-Pay integration with Coupa
Trigger a flow or subflow in Coupa
View the execution status of a flow
Use a flow or subflow in Coupa (outbound)
Copy a flow or subflow in Coupa
Source-to-Pay integrations reference
Source-to-Pay Integrations glossary
Improve sourcing experience when working with new suppliers
Sourcing and Procurement Operations
Now Assist for Sourcing and Procurement Operations (SPO)
Exploring Now Assist for Sourcing and Procurement Operations (SPO)
Supporting information for Now Assist for Sourcing and Procurement Operations (SPO)
Configuring Now Assist for Sourcing and Procurement Operations (SPO)
Customize a Now Assist for Sourcing and Procurement Operations (SPO) skill
Skill inputs for Now Assist for Sourcing and Procurement Operations (SPO)
Using Now Assist for Sourcing and Procurement Operations (SPO)
Summarize a record by using Now Assist for Sourcing and Procurement Operations (SPO) in Source-to-Pay Workspace
Request the generative AI capabilities by using the Now Assist for SPO Virtual Agent
Exploring Sourcing and Procurement Operations
My purchases on Shopping Hub
Process visibility
Purchase refinement options
Purchase highlights
Activity stream
My to-dos and purchasing to-dos
My requests
Shopping Hub Mobile
My purchases on your mobile
Performance Analytics for Sourcing and Procurement Operations
Procurement Buyer Dashboard
Procurement Strategy & Ops Dashboard
Procurement Team Performance Dashboard
Sourcing and Purchasing Automation
Sourcing request
Negotiations
Negotiation events
Purchase requisition
Handling fees
Purchase lines
Milestones
Cost allocations
Pre-payments
Purchase requisition merging
Purchasing tasks and procurement cases
Purchasing task and procurement case creation
Purchase order
Blanket purchase order workflow
Purchase revisions
Contracts
Pricing
Receipt tasks
Receipts
Shipment details
Invoice tasks
Invoices
Create an approval rule
Approval rule types
Approval rule considerations
Approval rule grouping and sequencing
Monitor an approval plan
Approvals reassessment
Create a purchasing assignment rule
Define a capitalization policy
Fixed asset creation
Inventory asset creation
Shipping cost calculations
Shipping cost calculation in cart line table
Tax calculations
Tax calculation API
Tax calculation integration with SAP
Procurement Case Management
Procurement Case Management Dashboard
Record producers and catalogs in the procurement workflow
Source-to-Pay Workspace
Work prioritization
Add a sourcing request to a negotiation event
Supplier qualification
Work on a negotiation event
Award multiple suppliers from a negotiation event
Create a quick case
Create a procurement case
Create a supplier case
Create a procurement task
Email composer with quick messages and response templates
Agent assist in Source-to-Pay Workspace
Process Automation Designer flows for playbook
Interaction Management in Source-to-Pay Workspace
View interaction details in Source-to-Pay Workspace
Associate interaction record with related procurement case
Email notifications from Playbook
Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace
Process a purchase order edit in playbook
Process a purchase requisition edit request in playbook
Process a return request in playbook
Fulfilling request for copy of contract in playbook
Fulfill request for copy of contract in playbook
Routing NDAs to suppliers
Define NDA content and update the list of signers
Send NDA to suppliers for signature
Verifying delivery addresses in playbook
Review delivery address in playbook
Reviewing and updating general ledger details in playbook
Review and update missing general ledger details in playbook
Sourcing intake guided experience with playbooks
Review details and request clarification on a sourcing request
Select a sourcing approach in playbook
Set up negotiations with suppliers and manage qualifications
Streamlining the supplier risk assessment workflow
Track risk assessments from the due diligence playbook
AI Search for Sourcing and Procurement Operations
Configuring Sourcing and Procurement Operations
Install Sourcing and Procurement Operations
Setting up primary data for Shopping Hub
Add a supplier
Add office locations
Manage delivery to valid address
Add delivery locations
Setting up your product catalog
Create product categories to group product models
Create product models to group supplier products
Add a supplier product
Add a supplier product bundle
Lead time calculations
Ledger assignment rules
Create ledger assignment rules
Create shopping controls
Configure delegate for a shopper
Shopping Hub configuration
Purchase modification configuration
Configure purchase modification record producers
Configure sourcing checkout details
Enable user actions
Sourcing checkout
Create sourcing checkout record
Edit sourcing checkout record
Configure sourcing checkout
Shopping Hub process visibility configuration
Add process steps
Add work items
Link work items with process steps
Configure punchout for third-party site purchases
Configure extension point for Product search API
Map Product Categories and Units of Measure for Seamless Checkout
Customize your top suppliers on Shopping Hub
Configure conditions for merging purchase requisitions
Service portal configuration for Shopping Hub
Add a Shopping Hub Navbar link to your service portal
Add a Shopping Hub icon link to your service portal
Add a Shopping Hub widget to your service portal
Verify and update search sources on your service portal
Install ShoppingHub Mobile
Enable the mobile experience for ShoppingHub Mobile
Advanced Work Assignment for Source-to-Pay Operations
Setting up Advanced Work Assignment for Source-to-Pay Operations
Configure Advanced Work Assignment for Source-to-Pay Operations
Configure the Sourcing and Procurement Operations queues
Configure Agent Chat for Source-to-Pay Workspace
Using Advanced Work Assignment for Source-to-Pay Operations
Automatic case creation from emails
Integrating Sourcing and Procurement Operations with other applications
Sourcing and Procurement Operations integration with Employee Center
Tracking your procurement requests in Employee Center
Approve a request from Employee Center
Approval email notification templates
Provide more details on your purchase from Employee Center
Confirm meeting a milestone for your service from Employee Center
Review your service acknowledgment task from Employee Center
Confirm receipt of your order from Employee Center
View a link or video from Employee Center
Upload a document from Employee Center
Sign a document using DocuSign from Employee Center
Sign a document from Employee Center
Complete a form from Employee Center
Raise a general inquiry for procurement
Virtual Agent for Sourcing and Procurement Operations
Sourcing and Procurement Operations Virtual Agent conversations and topic blocks
Install Virtual Agent for Sourcing and Procurement Operations
Enable Virtual Agent for Sourcing and Procurement Operations
NLU support for Sourcing and Procurement Operations Virtual Agent
Set up NLU for Sourcing and Procurement Operations Virtual Agent
Sourcing and Procurement Operations integration with third-party sourcing solutions
Decision configuration for third-party sourcing
Integration tables for third-party sourcing
Sourcing and Procurement Operations integration with Third-party Risk Management
Sourcing and Procurement Operations integration with Project Management
Sourcing and Procurement Operations integration with Celonis
Sourcing and Procurement Operations integration with Field Service Management
Integrate with Field Service Management
Order parts you need using the Agent mobile application
Source-to-Pay Operations integration with Contract Management Pro
Integrate with Contract Management Pro
Initiate a contract request
Initiate a contract request from the related work section
Initiate a contract request from DRR
Initiate a contract request from the playbook
ERP source validation on Sourcing and Procurement Operations objects
Spendint API
Third-party registration for PIF and PFTF
Spendint API - POST /sn_spend_intg/spendint/catalog
Spendint API - POST /sn_spend_intg/spendint/price
Spendint API - POST /sn_spend_intg/spendint/availability
Spendint API - POST /sn_spend_intg/spendint/orderack
Spendint API - POST /sn_spend_intg/spendint/shipment
Spendint API - POST /sn_spend_intg/spendint/invoice
Procurement File Transfer Framework
Import data using FTP server
Run scheduled imports
Perform export steps
Export data to the FTP server
Data source table information
Payloads samples and errors
Using Sourcing and Procurement Operations
Using Shopping Hub
Log in to Shopping Hub for the first time
Order a product with quick checkout
Complete sourcing checkout
Shopping cart
Add products to your shopping cart
Review your shopping cart
Cart line update scenarios
Product selection overrides
Complete your checkout
Select a delivery location
Delivery location options
Delivery address suggestions
Valid countries for delivery
Valid country location
Select a delivery date
Delivery date options
Select a payment method
Payment method options
Provide a reason for your purchase
Add users to the watchlist of the purchase
Configure additional questions for checkout
Checkout data loss scenarios
Purchase line creation scenarios
Purchasing from punchout or third-party suppliers
Hide supplier pricing from Shopping Hub
Request for products or services that you don't see on ShoppingHub
Request for products that you don't see on Shopping Hub
Request for services that you don't see on Shopping Hub
Configure additional attributes for I need a product or service
Submit a quote
Purchase revision flows
Purchase revision roles and responsibilities
Add a line to an existing purchase requisition or order
Edit a purchase line from a purchase requisition or order
Edit a purchase requisition line
Edit a purchase order line
Edit a purchase line from a purchase requisition or order from EC
Raise a cancel request
Return a product
Shopper to-dos
To-do refinement options
To-do highlights
Approve your purchase requisition from Shopping Hub Home
Provide more details on your purchase from Shopping Hub Home
Request clarification on a purchase request from Shopping Hub Home
Provide clarification on your purchase from Shopping Hub Home
Compare quotes and select a supplier from Shopping Hub Home
Confirm receipt of your order from Shopping Hub Home
View shipment details of your order from Shopping Hub Home
Confirm meeting a milestone for your service from Shopping Hub Home
View a link or video from Shopping Hub Home
Upload a document from Shopping Hub Home
Sign a document using DocuSign from Shopping Hub Home
Sign a document from Shopping Hub Home
Complete a form from Shopping Hub Home
Create an employee credit
Create a credit allocation rule
Create a paycheck period
Shopping controls overridden by credits
Shop with employee credits
Alerts and email notifications from Shopping Hub
Prioritize Shopping Hub email notifications
Using Shopping Hub Mobile
Shopper to-dos on your mobile
Approve your purchase requisition from your mobile device
Provide more details on your purchase
Request clarification on a purchase request
Provide clarification on your purchase
Compare quotes and select a supplier from your mobile device
Confirm receipt of your order from your mobile device
View shipment details of your order from your mobile device
Confirm meeting a milestone for your service from mobile
Review invoice acknowledgment task from your mobile device
Display My Purchases on your mobile instance
View and revise your purchase from your mobile device
Using Procurement Case Management
Create a procurement case for a service
Create a task from a procurement case
Create a knowledge base article about procurement
Sourcing and Procurement Operations reference
Application plugin installation sequence
Components installed with Sourcing and Procurement Operations
Components installed with ERP Integration Framework for Sourcing and Procurement Operations
Components installed with Finance Common Architecture
Properties installed with Finance Common Architecture
Configure properties in Finance Common Architecture
Domain separation and Sourcing and Procurement Operations
Sourcing and Procurement Operations glossary
Supplier Lifecycle Operations
Now Assist for Supplier Lifecycle Operations (SLO)
Exploring Now Assist for Supplier Lifecycle Operations (SLO)
Supporting information for Now Assist for Supplier Lifecycle Operations (SLO)
Configure Now Assist for Supplier Lifecycle Operations (SLO)
Customize a Now Assist for Supplier Lifecycle Operations (SLO) skill
Skill input for Now Assist for Supplier Lifecycle Operations (SLO)
Using Now Assist for Supplier Lifecycle Operations (SLO)
Summarize a case by using Now Assist for Supplier Lifecycle Operations (SLO) in Source-to-Pay Workspace
Exploring Supplier Lifecycle Operations
Supplier Common Architecture
Source-to-Pay Workspace
Supplier Collaboration Portal
Supplier Relationship and Performance Management
Configuring Supplier Lifecycle Operations
Install Supplier Lifecycle Operations
Components installed with Supplier Lifecycle Operations
Explicit Roles in Supplier Lifecycle Operations
Supplier Lifecycle Operations plugin installation sequence
Prerequisites for upgrading Supplier Lifecycle Operations to Washington DC or later releases
Configure properties for Supplier Lifecycle Operations
Enable creation of supplier cases from incoming emails
Email format for contacts linked with multiple suppliers
Post-upgrade tasks for Supplier Lifecycle Operations
Restructured Supplier Task table
Run Glide fix script to run the reparenting script
Run fix script to migrate existing data from the Action type column
Run fix script to use the Supplier Manager Workspace after upgrading to the Xanadu release
Enable deprecated case types after upgrade
Process skipped supplier catalog item records
Install Supplier Collaboration Portal
Post installation mandatory step for Supplier Collaboration Portal
Enable access to Supplier Collaboration Portal
Run the fix script to enable access to Supplier Collaboration Portal
Configure self-registration for external users
Configure the flow to create approval records
Map the self-registration configuration to Supplier Collaboration Portal
Configure system property to send registration emails
Configure Vendor Contact table to send invitation emails
Enable notifications about self-registration errors
Restricted caller access approvals for Supplier Collaboration Portal
Approve restricted caller access privileges manually
Run the fix script for RCA approvals
Set the property to configure activity configurations
Additional plugins for Supplier Collaboration Portal
Supplier Document Management
Create a supplier document configuration
Manually run a supplier document configuration
Uploading supplier documents
Configure document template for the Sign document action type
Approve application restricted caller access privileges
Advanced Work Assignment for Supplier Lifecycle Operations
Source-to-Pay Workspace agent inbox
Activate Agent Chat and load demo data
Setting up Advanced Work Assignment for Supplier Lifecycle Operations
Configure Advanced Work Assignment for Supplier Lifecycle Operations
Configure the Supplier Collaboration Queue
Configure Agent Chat for Source-to-Pay Workspace
Using Advanced Work Assignment for Supplier Lifecycle Operations
Enable M2M mapping between supplier contact and suppliers
Run the fix script
Verify version record
Remove the unique constraint from Email Domain
Configure Supplier Relationship and Performance Management
Create KPI units
Create KPI performance domains
Create a KPI template
Create KPI thresholds
Create KPIs by adding suppliers to a KPI template
Create segmentation rule
Add KPI templates to a segmentation rule
Add suppliers to a segmentation rule
Integrating Supplier Lifecycle Operations with other applications
Supplier Lifecycle Operations integration framework
Add supplier inbound data in an Excel file
Load supplier data
Run transform to update supplier primary data
Monitor the integration status of the data import
Craft.co Integration for Supplier Lifecycle Operations
Synchronize supplier data using third-party application
News Integration for Supplier Lifecycle Operations
Configure the Supplier News REST message
Configuring a custom API to dynamically fetch supplier news
Create a REST message for a custom API
Add and configure the Get News data resource in UI Builder
Update the field names in the UX client script
Using Supplier Lifecycle Operations
Using Source-to-Pay Workspace
Create a supplier from the Source-to-Pay Workspace
Using the supplier onboarding playbook to onboard suppliers
Perform risk assessment playbook
Risk assessment flow when only Vendor Risk Management is installed
Playbook stages and activities when only Vendor Risk Management is installed
Risk assessment flow with Third-party Risk Due Diligence
Playbook stages and activities when Risk Due Diligence is installed
Add a subsidiary for a supplier from the Source-to-Pay Workspace
Managing supplier cases from the Source-to-Pay Workspace
Configure due dates for supplier cases
Case playbook for specific supplier case types
Playbook for updating the supplier primary data
Create a case on behalf of a supplier from the Source-to-Pay Workspace
Assign a supplier case to yourself from the Source-to-Pay Workspace
Submit a supplier case from the Source-to-Pay Workspace
Complete a supplier case from the Source-to-Pay Workspace
Reopen a supplier case from the Source-to-Pay Workspace
Add a related case to a supplier case from the Source-to-Pay Workspace
View a supplier case from the Source-to-Pay Workspace
Managing supplier tasks from the Source-to-Pay Workspace
Configure due dates for tasks
Create a task for a supplier case from the Source-to-Pay Workspace
Submit a task from the Source-to-Pay Workspace
Complete a supplier task from the Source-to-Pay Workspace
Add a supplier location from the Source-to-Pay Workspace
Edit supplier details from the Source-to-Pay Workspace
Managing supplier contacts from the Source-to-Pay Workspace
Add a supplier contact from the Source-to-Pay Workspace
Remove a supplier contact from the Source-to-Pay Workspace
Elevate a contact to the primary contact role from the Source-to-Pay Workspace
Restrict the primary contact role for a contact from the Source-to-Pay Workspace
Offboard a supplier from the Source-to-Pay Workspace
Offboard suppliers
Manage documents from the Source-to-Pay Workspace
Accept an incoming chat request from the Source-to-Pay Workspace
Interaction Management in Supplier Lifecycle Operations
View or create an interaction for a supplier
Associate an interaction record to a supplier case
Composing emails with predefined content from the Source-to-Pay Workspace
Configure access to the compose email feature
Communicate using emails from the Source-to-Pay Workspace
Using Supplier Collaboration Portal
Invite a member to access the Supplier Collaboration Portal
Register to the Supplier Collaboration Portal as an invited member
Supplier contact self-registration
How supplier contact self-registration works
Approve request associated with Enroll a new supplier user case type
Self-register to the Supplier Collaboration Portal
Managing supplier contacts from the Supplier Collaboration Portal
Elevate a contact to the primary contact role from the Supplier Collaboration Portal
Restrict the primary contact role for a contact from the Supplier Collaboration Portal
Reassign tasks to a different contact from the Supplier Collaboration Portal
Update the supplier contact email from the Supplier Collaboration Portal
Remove a supplier contact from the Supplier Collaboration Portal
Remove a supplier contact from the My contacts widget
Raising requests from the Supplier Collaboration Portal
Add or remove a supplier location using the supplier catalog
Add a supplier contact using the supplier catalog
Remove a supplier contact using the supplier catalog
Ask a question using the supplier catalog
Submit an idea using the supplier catalog
Submit an issue using the supplier catalog
Update banking details using the supplier catalog
Update company profile using the supplier catalog
Request elevated access
Update default supplier
Request something else using the supplier catalog
Viewing supplier contact tasks from the Supplier Collaboration Portal
Approve or reject a task
View or update your user profile from the Supplier Collaboration Portal
View all your requests from the Supplier Collaboration Portal
View supplier locations from the Supplier Collaboration Portal
View supplier payment information from the Supplier Collaboration Portal
Start a chat session from the Supplier Collaboration Portal
Manage documents from the Supplier Collaboration Portal
Complete a risk assessment from the Supplier Collaboration Portal
Using Supplier Relationship and Performance Management
Run segmentation rule
Complete a KPI collection task from the Source-to-Pay Workspace
Complete a KPI collection task from the Supplier Collaboration Portal
View KPI data from the List page of the Source-to-Pay Workspace
Manage supplier KPIs from the supplier record page of the Source-to-Pay Workspace
View supplier performance dashboard
Supplier Lifecycle Operations reference
Create New Supplier Case form
Create new task form
Task form
Add New Location form
Update banking details form
Update profile details form
Onboard a Supplier form
Create New Documents form
Primary data tables for Supplier Lifecycle Operations
Supplier table
Vendor Contact table
Supplier Contact table
Supplier Email Domain table
Product Code table
Supplier Location table
Supplier Payment Information table
Domain separation and Supplier Lifecycle Operations
Supplier Lifecycle Operations data model
Supplier Relationship and Performance Management reference
Supplier Relationship and Performance Management data model
Primary data tables for SRPM
KPI Template table
KPI table
KPI Data table
Performance Domain table
Unit table
KPI Threshold table
Supplier Lifecycle Operations glossary
Accounts Payable Operations
Now Assist for Accounts Payable Operations (APO)
Exploring Now Assist for Accounts Payable Operations (APO)
Supporting information for Now Assist for Accounts Payable Operations (APO)
Configure Now Assist for Accounts Payable Operations (APO)
Install Now Assist for Accounts Payable Operations (APO)
Customize a Now Assist for Accounts Payable Operations (APO) skill
Skill inputs for Now Assist for Accounts Payable Operations (APO)
Using Now Assist for Accounts Payable Operations (APO)
Summarize a record by using Now Assist for Accounts Payable Operations (APO)
Exploring Accounts Payable Operations
Accounts Payable Invoice Processing
Invoice Case Management
Source-to-Pay Workspace
Accounts Payable Operations integration with Document Intelligence
Configuring Accounts Payable Operations
Install Accounts Payable Invoice Processing
Components installed with Accounts Payable Invoice Processing
Application plugin installation sequence in Accounts Payable Operations
Run the fix script for Accounts Payable Operations
Set system properties for invoice exception
Set system properties for scheduler
Configure Antivirus Scanning
Upgrade Accounts Payable Operations
Upgrade Accounts Payable Operations from version 2.0
Post upgrade tasks for APO
Restructured Invoice table
Run a glide fix script to migrate existing data
Install Invoice Case Management
Components installed with Invoice Case Management
Activate the Create Inquiry Case on Invoice email flow
Install Accounts Payable Operations integration with Document Intelligence
Components installed with Accounts Payable Operations integration with Document Intelligence
Invoice Processing use case
Invoice and Invoice line fields in the APO integration with Document Intelligence
Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence
Create a copy of the default Invoice Processing use case
Configure the newly created DocIntel Extract Values Flow
Configure Invoice email flow
Copy and configure the Invoice attachment DI processing flow
Copy and configure the DI STP Failed flow
Configure Invoice email flow when Document Intelligence is not installed
Configure Invoice email flow for disabling Document Intelligence
Deactivate the Invoice attachment DI processing flow
How Accounts Payable Operations integration with Document Intelligence works
Required fields for creating an invoice
Invoice data transformation logic
Domain separation and Accounts Payable Operations
Using Accounts Payable Operations
Create a knowledge base article about invoice
Invoice case categories and subcategories
Using Invoice Case Management
Invoice inquiry cases
Work on an invoice inquiry case
Create an invoice inquiry case manually
Create an invoice task
Request the requester for more Invoice details
Submit an invoice inquiry case for an internal review
Close an invoice inquiry case
Using Accounts Payable Invoice Processing
Work with invoices
Create an invoice manually
Create an invoice line manually
Credit memo
Invoice cost allocation
Create invoice cost allocation manually
Tax calculations
Create tax codes to be added in an invoice
Create tax types to be used in an invoice
Update the purchase order on an invoice
View your invoices on Employee Center
Invoice processing cases
Work on an invoice processing case
Accounts Payable Specialist manual tasks
View the invoice processing case associated with an invoice
Review an invoice in Document Intelligence
Add missing Invoice details and submit
Confirm whether an invoice is a duplicate
Convert invoice type
Reset an invoice to the Received status
Check for invoice exceptions on a single invoice
Start processing Invoices from third-party apps
Activate the Orphan Invoices flow
Invoice ingestion process when Document Intelligence is unavailable
Create an invoice manually when Document Intelligence is unavailable
Close the additional invoice processing case for an invoice
Invoice exceptions
Activate the Exceptions Monitoring Scheduler
Work on an invoice exception
Create an exception task for an invoice exception
Mark an exception task as complete from Employee Center
Edit a purchase for an Insufficient Funds invoice exception
Confirm receipt of your order from Employee Center
Bypass an invoice exception
View invoice line details for a line-level invoice exception
View tasks for insufficient Goods Receipt
Create an invoice exception definition
Create subflow in workflow studio
Tolerance Rules and Variances for invoices
Define a custom invoice tolerance type
Associate invoice tolerance type with invoice exception definition
Define an invoice tolerance rule
View tolerance form
Invoice approvals
Create an approval rule
Approval rule types
Monitor an approval plan
Approve an invoice approval task from Employee Center
View invoice documents in the Source-to-Pay Workspace
Advanced Work Assignment in Accounts Payable Operations
Setting up Advanced Work Assignment for Accounts Payable Operations
Configure Advanced Work Assignment for Accounts Payable Operations
Configure the Accounts Payable Operations queues
Configure Agent chat for Accounts Payable Operations
Using Advanced Work Assignment for Accounts Payable Operations
Working with Advanced Work Assignment
Interaction management in Accounts Payable Operations
Create new interaction
Associate an interaction record in Accounts Payable Operations
View interaction record in Accounts Payable Operations
Composing emails with predefined content from the Source-to-Pay Workspace
Communicate using emails from the Source-to-Pay Workspace
Playbook for updating the invoice primary data
View the Playbook activities
Using Playbook in Accounts Payable Operations
Document Intelligence processing with playbook
Extract data with Document Intelligence
Extract data when Document Intelligence fails
Extract data when Document Intelligence is unavailable
Using Supplier Collaboration Portal in APO
Explicit roles plugin
Working with tasks in Supplier Collaboration Portal header
Working with My Requests
Working with Supplier Catalog
Submit Invoice Inquiry
Submit new Invoice
Virtual agent flows
Configure the chat channel
Integrating APO with other applications
Accounts Payable Operations integration framework
Integration errors
Working with Integration error tasks
Example of ERP posting error workflow
Import data into invoice
Load invoice data
Run transform to update invoice data
Working with inbound invoice
Working with outbound invoice
Accounts Payable Operations reference
Create New Invoice Line form
Create New Invoice form
Invoice form tabs
Inbound Invoice Fields
Inbound invoice line fields
Inbound invoice payment fields
Outbound invoice fields
Outbound invoice line fields
Invoice Line form tabs
Create invoice cost allocation form
Outbound cost allocation staging table
Create New Invoice case form
Invoice case form tabs
Invoice status messages
Create New Invoice task form
Invoice task form tabs
Invoice processing case form
Invoice processing details
Invoice processing case form tabs
ERP Posting error form
Invoice tolerance rule form
Tax lines
Invoice Tax lines fields
Invoice exception form
Invoice exception form tabs
Master data table for Accounts Payable Operations
Purchase order
Purchase order lines
Supplier
Supplier Legal Entity Mapping
Supplier contact
Legal entity
Cost center
Ledger account
Payment terms
Tax code fields
Tax type fields
Organization tax details
Invoice exception definition form
Approval Rule form
Approval Plan form
Accounts Payable Operations glossary

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