Install Now Assist for Accounts Payable Operations (APO)

  • Release version: Xanadu
  • Updated October 14, 2024
  • 1 minute to read

    • Install the APO plugin [sn_ap_gen_ai] so that an accounts payable (AP) fulfiller can use the generative AI skills in Source-to-Pay Workspace and in Core UI.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console.
    2. Expand the Finance and Supply Chain workflow group and select Accounts Payable Operations.

      The APO features are grouped under the Finance and Supply Chain workflow group. Each feature has its associated skills.

    3. Activate and configure the skills for the APO application.
      Skills Action
      Case summarization
      1. On the Case summarization skill card, select View details.
      2. In the All available Record summarization skills section, select Activate skill.
    4. Select General Details, review the details about the skill, and then select Save and continue to go to the next step.
    5. Follow the steps to configure and activate a skill by using the Guided Setup.
    6. Select View Case Input, review the base input table and input fields, and then select Save and continue to go to the next step.
    7. Optional: To test the prompt on a record, select Customize and test prompt.
    8. Select Save and continue to go to the next step.
    9. Optional: Select Define Availability and choose one of the following options.
      OptionDescription
      Skill is always available The skill is always available to users.
      Customize skill availability The skill is available only when the certain conditions are met (default).

      Use the condition builder to set your conditions.
    10. Select Save and continue to go to the next step.
    11. Select Select display and In-product to display the skill.
    12. Select Save and continue to go to the next step.
    13. Review your choices and select Activate to complete the configuration for the skill.
    14. Complete the setup by selecting Done.
      The skill is displayed in the Active skills section.