---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Install ServiceNow Otto for Accounts Payable Operations (APO)

# Install ServiceNow Otto for Accounts Payable Operations (APO) {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes 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

Install the Document Intelligence for Accounts Payable Operations Content Pack from the ServiceNow® Store for the invoice data extraction skill.

## Procedure

1. Navigate to AllNow Assist AdminFeatures to access the Now Assist Features tab of the AI Admin Hub 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.  
   {#install-now-assist-apo__table_bcq_z34_tcc__entry__2}

   | Skills | Action |
   |-|-|
   | Purchase order line mapping | To activate the skill, on the Purchase order line mapping skill card, select Turn on. |
   | Invoice case summarization | On the Purchase order line mapping skill card, select Activate skill. |
   | Invoice data extraction | On the Invoice data extraction mapping skill card, select Activate skill. |
   [ ]

   {#install-now-assist-apo__table_bcq_z34_tcc}
4. For Invoice case summarization skill:  
   1. Select General Details, review the details about the skill, and then select Save and continue to go to the next step.
   2. Follow the steps to configure and activate a skill by using the Guided Setup.
   3. Select View Case Input, review the base input table and input fields, and then select Save and continue to go to the next step.
   4. **Optional:** To test the prompt on a record, select Customize and test prompt.
   5. Select Save and continue to go to the next step.
   6. **Optional:** Select Define Availability and choose one of the following options.

   {#install-now-assist-apo__substeps_cxp_g3c_1fc}

   | Option | Description |
   | 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. |
   |-|-|

   {#install-now-assist-apo__choicetable_rhm_hxq_1fc}
   1. Select Save and continue to go to the next step.
   2. Choose Select display to determine where you'd like to display the skill.

   {#install-now-assist-apo__substeps_dxp_g3c_1fc}

   | Option | Description |
   | In-product desktop | Now Assist skills are displayed on forms and workspaces. |
   | Now Assist panel | Now Assist skills are available in the Now Assist panel. Turn on multi-language support for user-entered text with Dynamic Translation in Now Assist applications. For more information, see [Configure multilingual service for Now Assist applications](https://www.servicenow.com/docs/access?context=enable-dynamic-translation-for-now-assist-applications&version=yokohama&pubname=yokohama-conversational-interfaces&ft:locale=en-US). Note: If you don't see this option, you must activate the Now Assist panel. For more information, see [Activate Now Assist panel standard chat](https://www.servicenow.com/docs/access?context=activate-now-assist-panel&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US). |
   |-|-|

   {#install-now-assist-apo__choicetable_fhc_qxq_1fc}
5. Select Save and continue to go to the next step.
6. Review your choices and select Activate to complete the configuration for the skill.
7. Complete the setup by selecting Done.  
   The skill is displayed in the Active skills section.
8. In case of Invoice data extraction for the APO specialists feature card, select Activate skill.
   1. In the Create Usecase step, select the Invoice Processing - GenAI use case.
   2. Select Make a copy to create a copy of the use case.  
      For more information on the fields, test outputs, and integrations in the use case, see [Set up a use case for Now Assist in Document Intelligence](https://www.servicenow.com/docs/access?context=set-up-use-case-for-now-assist-document-intelligence&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).  
      Note:  
      When you create a copy of the generative AI use case in Now Assist console, then "DocIntel Extract Values Flow - copied GenAI use case name-Invoice processing-GenAI integration" use case is created automatically in the flow designer. For more information on configuring the use case, see [Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence](https://servicenow-prod.fluidtopics.net/jOuR1WNSFvnsHpxVMi1mdw "Configure Accounts Payable Operations integration with Document Intelligence to automatically create an invoice processing case and extract the required data from an invoice attachment received via email.").
   3. Select Save and continue to go to the next step.
   4. In the Review and activate step, select Activate.

   {#install-now-assist-apo__substeps_dtx_pwb_1fc}  
   The Invoice data extraction skill is activated.
9. On the Purchase order line mapping summarization for the APO specialists feature card, select Turn on.  
   The generative AI skill auto-generates mappings between invoice lines and purchase order lines.

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