--- sourceDocument: Xanadu Finance and Supply Chain sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations Release : - xanadu ft:locale : - en-US ft:publication_title : - Xanadu Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Creator --- # Playbook for updating the invoice primary data # Playbook for updating the invoice primary data {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Playbooks provide Accounts Payable admins or specialists to visualize invoice processing workflows in a simplified, task oriented, actionable view. Playbook provides a visual representation of step by step process involved in processing an invoice processing case. The structured workflow helps Accounts Payable admins or specialists to visualize and understand the status of an invoice processing case and take necessary action when required. With playbooks, it is easier to know what to do next, and also understand what happened in the past with the invoice processing case. With playbooks, the Accounts Payable admins or specialists quickly view and analyse the state of an invoice processing case leading to quicker turn around with suppliers and results in enhanced business operations. Playbooks in Accounts Payable Operations provides step by step process involved in processing an invoice processing case such as validating the invoice, checking for duplicates, matching invoice lines and purchase orders, validating exceptions, checking for approvals, and processing the payment of the invoice. You can perform the following actions using playbook: * View the different stages and activities of an invoice * View status indicators that display the state of the current stage or action {#playbooks__ul_ts1_cr1_51c} For more information about the workflow of playbooks, see [Process Automation Designer](https://www.servicenow.com/docs/access?context=process-automation-designer&version=xanadu&pubname=xanadu-build-workflows&ft:locale=en-US). * **[View the Playbook activities](https://servicenow-prod.fluidtopics.net/pM7mSZGewPp10flxHZufhg)** Playbooks in Accounts Payable Operations displays step by step process involved in processing an invoice processing case through activity views. * **[Using Playbook in Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/WH3dIlTnJCrQl1sl72NtaQ)** Configure a playbook and visualize the step-by-step actions performed by an Accounts Payable specialist while processing an invoice. * **[Document Intelligence processing with playbook](https://servicenow-prod.fluidtopics.net/Z1MFgLbUzLOeB66q66FrQg)** Invoices ingested through Document Intelligence require Accounts Payable specialists or admins to perform manual actions depending on Document Intelligence availability and invoice processing using Document Intelligence. **Related concepts** * [Invoice case categories and subcategories](https://servicenow-prod.fluidtopics.net/wnArOcjf7awZImsNySynJw "An agent and Accounts Payable Specialist can access and work on the invoice cases in the Accounts Payable workspace.") * [Using Invoice Case Management](https://servicenow-prod.fluidtopics.net/W6tJqq~sYaWHfNpaslbUDw "Agents can use Invoice Case Management to manage and work on invoice inquiry cases raised by employees and suppliers to resolve issues related to invoices.") * [Using Accounts Payable Invoice Processing](https://servicenow-prod.fluidtopics.net/bWMkPO4ZY2L5MXUptzDt9g "Accounts Payable Specialists can use the Accounts Payable Invoice Processing application to manage and work on invoice processing cases to perform end-to-end invoice processing, from invoice ingestion to approval.") * [Advanced Work Assignment in Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/UT206zdTyrdORtuQJbirsQ "Advanced Work Assignment (AWA) automatically assigns work items to Accounts Payable Operations agents based on their availability, capacity and skills. AWA pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. The work items are available in Agent workspace inbox.") * [Using Advanced Work Assignment for Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/hVRiX00KEDVtJWMI5IO5Rw "AWA enables suppliers to interact with Accounts Payable Operations agents inquire or resolve invoice-related queries.") * [Interaction management in Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/0iJauY7g48SV82mmx0EFrA "Any request for assistance made to an Accounts Payable specialist via email, chat, phone is logged in an auto-generated interaction record. Agents can choose to create a case from the interaction record, create a request, and associate an interaction record with an existing invoice case record.") * [Composing emails with predefined content from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/7f_lY0jJvmLVvlHSFEXAcg "Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.") * [Using Supplier Collaboration Portal in APO](https://servicenow-prod.fluidtopics.net/vYL2T0iV92WX675sAjDSjw "The Supplier Collaboration portal application integrated with Accounts Payable Operations provides seamless interaction between Account Payable Specialist and supplier in creating invoice inquiry case, submit new invoice, resolving case tasks and exception tasks.") **Related tasks** * [Create a knowledge base article about invoice](https://servicenow-prod.fluidtopics.net/PcRoI1Z0FBtfJ4dKH0rXSQ "Create a knowledge base article to share invoice information and policies with your employees and suppliers.") * [Configure Advanced Work Assignment for Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/wiPNpGe7VEWMWqJwu2pnZw "Configure AWA for APO to ensure that requests or queries received via email, chat, messenger are routed to the respective APO agents belonging to defined groups.") * [Working with Advanced Work Assignment](https://servicenow-prod.fluidtopics.net/YtKtIu4SibsV_ioU7C3rpg "Suppliers interact with APO agents for invoice inquiry cases using the live chat.")