--- 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 --- # Data required for invoice processing # Data required for invoice processing {#ariaid-title1} * Release version: Yokohama * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Reference information for the key tables and required data used to process invoices in Accounts Payable Operations. ## Data required for invoice processing {#master-data-table-apo__section_qgp_kqz_xxb} Data in the following key tables should be populated for processing an invoice within Accounts Payable Operations. * [Purchase order](https://servicenow-prod.fluidtopics.net/21_tGOpJCkvixxkiZgx82A "A purchase order is a binding contract between a buyer and a supplier that authorizes a purchasing transaction. It contains the descriptions, quantities, prices, applicable discounts, payment terms, delivery dates, and other associated terms and conditions with the supplier.") * [Purchase order lines](https://servicenow-prod.fluidtopics.net/8TY2T9cDLz3oWwSQ43F4DQ "Purchase order lines provide information of the individual lines under a purchase requisition or a sourcing request for the referenced supplier.") * [Supplier](https://servicenow-prod.fluidtopics.net/n_dJN~J_OFCR6IUyAoW7Iw "You can add a supplier to the primary data and add products related to that supplier. The supplier data is managed effortlessly and enhance productivity of the teams that engage with suppliers.") * [Supplier Legal Entity Mapping](https://servicenow-prod.fluidtopics.net/uIstqjsniBPRPghvwtgcGg "The linking of supplier registered legal entity to the customer's corresponding legal entity within APO is referred as Supplier legal entity mapping. Mapping ensures that invoices, purchase orders, and payments are correctly routed, validated, and processed across systems.") * [Supplier contact](https://servicenow-prod.fluidtopics.net/~RbqqRanqGULEdmQvqZbGA "You can add the supplier contacts allowing them to access the  Supplier Collaboration Portal  and start working on the most important tasks. You can view information about the supplier contacts and also indicates which user is the primary contact.") * [Legal entity](https://servicenow-prod.fluidtopics.net/cFk6X6aBOouHs~aiOICxkQ "View the legal entity corresponding to a purchase.") * [Cost center](https://servicenow-prod.fluidtopics.net/XdyX05VYVrqZDynOxPDq7w "Cost centers are a commonly used reference between financial systems and IT. Cost center records represent business entities and have a related list of CI Cost Center Relationships that measure the cost center's consumption of business services.") * [Ledger account](https://servicenow-prod.fluidtopics.net/w2DrT_2uztbqLLThcYbljw "A reference field for the account used to generate the  invoice.​") * [Payment terms](https://servicenow-prod.fluidtopics.net/jgV3zw14zca9D5NoNJPj7g "Specify the terms and conditions that apply to customers while paying for an invoice. These are usually imposed by suppliers during the purchase.") * [Tax code fields](https://servicenow-prod.fluidtopics.net/1vTZrVe5hZoI~DQwbwRYWg "As a Tax manager, you can create tax codes to be applied in an invoice.") * [Tax type fields](https://servicenow-prod.fluidtopics.net/tAmVOYV9Goa~~J33j5hm8A "As a Tax manager, you can create tax types to be applied to an invoice.") * [Organization tax details](https://servicenow-prod.fluidtopics.net/ik_9YXkUoW~W~SpeDwJf_Q "Accounts Payable specialist uses the organization tax table to view the supplier's tax registration details.") {#master-data-table-apo__ul_ubm_jsz_xxb} * **[Purchase order](https://servicenow-prod.fluidtopics.net/21_tGOpJCkvixxkiZgx82A)** A purchase order is a binding contract between a buyer and a supplier that authorizes a purchasing transaction. It contains the descriptions, quantities, prices, applicable discounts, payment terms, delivery dates, and other associated terms and conditions with the supplier. * **[Purchase order lines](https://servicenow-prod.fluidtopics.net/8TY2T9cDLz3oWwSQ43F4DQ)** Purchase order lines provide information of the individual lines under a purchase requisition or a sourcing request for the referenced supplier. * **[Supplier](https://servicenow-prod.fluidtopics.net/n_dJN~J_OFCR6IUyAoW7Iw)** You can add a supplier to the primary data and add products related to that supplier. The supplier data is managed effortlessly and enhance productivity of the teams that engage with suppliers. * **[Supplier Legal Entity Mapping](https://servicenow-prod.fluidtopics.net/uIstqjsniBPRPghvwtgcGg)** The linking of supplier registered legal entity to the customer's corresponding legal entity within APO is referred as Supplier legal entity mapping. Mapping ensures that invoices, purchase orders, and payments are correctly routed, validated, and processed across systems. * **[Supplier contact](https://servicenow-prod.fluidtopics.net/~RbqqRanqGULEdmQvqZbGA)** You can add the supplier contacts allowing them to access the  Supplier Collaboration Portal  and start working on the most important tasks. You can view information about the supplier contacts and also indicates which user is the primary contact. * **[Legal entity](https://servicenow-prod.fluidtopics.net/cFk6X6aBOouHs~aiOICxkQ)** View the legal entity corresponding to a purchase. * **[Cost center](https://servicenow-prod.fluidtopics.net/XdyX05VYVrqZDynOxPDq7w)** Cost centers are a commonly used reference between financial systems and IT. Cost center records represent business entities and have a related list of CI Cost Center Relationships that measure the cost center's consumption of business services. * **[Ledger account](https://servicenow-prod.fluidtopics.net/w2DrT_2uztbqLLThcYbljw)** A reference field for the account used to generate the  invoice. * **[Payment terms](https://servicenow-prod.fluidtopics.net/jgV3zw14zca9D5NoNJPj7g)** Specify the terms and conditions that apply to customers while paying for an invoice. These are usually imposed by suppliers during the purchase. * **[Tax code fields](https://servicenow-prod.fluidtopics.net/1vTZrVe5hZoI~DQwbwRYWg)** As a Tax manager, you can create tax codes to be applied in an invoice. * **[Tax type fields](https://servicenow-prod.fluidtopics.net/tAmVOYV9Goa~~J33j5hm8A)** As a Tax manager, you can create tax types to be applied to an invoice. * **[Organization tax details](https://servicenow-prod.fluidtopics.net/ik_9YXkUoW~W~SpeDwJf_Q)** Accounts Payable specialist uses the organization tax table to view the supplier's tax registration details. **Related concepts** * [Accounts Payable Operations glossary](https://servicenow-prod.fluidtopics.net/uVcefHb3IQtulDeCafgXXQ#apo-glossary "Learn about the terms and concepts used in Accounts Payable Operations (APO).") **Related reference** * [Accounts Payable Operations properties](https://servicenow-prod.fluidtopics.net/TrulGpLHWkekuMSZEC~_bg "On the Accounts Payable Operations properties form, you can set the parameters that control the invoice line mapping, invoice ingestion for API and exception management.") * [Create New Invoice Line form](https://servicenow-prod.fluidtopics.net/Nn1Jni7chbjuUZif8K0H8Q "Use the Create New Invoice Line form to provide details about an invoice line.") * [Create invoice cost allocation form](https://servicenow-prod.fluidtopics.net/wZ9mxepl0upxObb4_mdzsA "Allocate invoice line cost across multiple cost centers.") * [Outbound cost allocation staging table](https://servicenow-prod.fluidtopics.net/me7SU_XgL9N1WuXJN1KDPA "The outbound cost allocation [sn_spend_intg_outbound_invoice_cost_allocation] staging table stores important data about cost allocation information so that an ERP integrator can export this data to a third-party ERP system.") * [Distribution set form](https://servicenow-prod.fluidtopics.net/eUckwer9sN6t4ftdEu7w8w "Create a distribution set to split cost allocations automatically for invoice lines.") * [Create New Invoice case form](https://servicenow-prod.fluidtopics.net/oaUsSAqZNxyVTAoeeYqTOQ "Use the Create New Invoice case form to provide details about the Invoice case.") * [Create New Invoice task form](https://servicenow-prod.fluidtopics.net/_rInspM0Mzs2stbEy9DDPA "Use the Create New Invoice task form to provide details about the Invoice task.") * [Invoice processing case form](https://servicenow-prod.fluidtopics.net/_IpQvQtafFHOHzDmNR5~dA "Use the Invoice processing case form to view the case details that store invoice information that an Accounts Payable Specialist can use to perform related tasks.") * [Tax lines](https://servicenow-prod.fluidtopics.net/svGPBHQx1KWVeRkkmQeueQ "The Tax lines tab lists the tax line associated with the invoice line.") * [Invoice exception form](https://servicenow-prod.fluidtopics.net/7JIGYZMNoPVjPnJLStXmsg "Use the invoice exception form to view the case details that store invoice exception information that an Accounts Payable Specialist can use to perform related tasks.") * [Request Help form](https://servicenow-prod.fluidtopics.net/0FmOUgUaISt_0ndL6hR1NA "Suppliers use the Request Help form to report an inquiry related issue or request.") * [Invoice exception definition form](https://servicenow-prod.fluidtopics.net/m3MoDBYBOMM_JwCOFZr4iA "Use the Invoice exception definition form to provide details about the new invoice exception definition.") * [Approval Rule form](https://servicenow-prod.fluidtopics.net/Wh_S3lVbmm4p9CAf_IDd9Q "Use the Approval Rule form to provide details about the new approval rule.") * [Approval Plan form](https://servicenow-prod.fluidtopics.net/yZ~Lyu53TsRSNBMDZNAt1A "Use the Approval Plan form to view details of the overall invoice approval process.")