Zurich Finance and Supply Chain

Release: zurich
ft:locale: English
ft:publication_title: Zurich Finance and Supply Chain
ft:clusterId: stpop
bundleId: stpop
workflow: Creator

Finance and Supply Chain
Finance and Supply Chain applications
Common applications
Learn about FSC common applications
Components installed Finance Common Architecture
Components installed ERP Integration Framework
Finance Case Management
Explore
Overview of the Finance Operations Workspace
Workspace landing page
Workspace list page
View a case from Finance Operations Workspace
Workspace case details page
Send emails from Finance Operations Workspace
Agent assist in Finance Operations Workspace
Interaction management
Finance Operations Workspace inbox
Create a new interaction
Create a finance case from an interaction
Associate an interaction with a finance case
Playbooks
Configure
Install Finance Case Management
Components installed with Finance Case Management
Application plugin installation sequence in Finance Case Management
Activate the Create Finance Inquiry for inbound email flow
Configure Finance Operations Workspace
Workspace landing page
Configure knowledge bases from the Workspace
Use
Use the Employee Center
Submit a finance request from Employee Center catalog
View finance articles
Use the Finance Operations Workspace
Create a finance case
Assign a finance case to yourself
Accept a finance case
Request additional information for a finance case
Search for finance cases
Initiate sidebar discussions
Create a finance task
Create a finance task from a finance case
Close a finance case
Create a knowledge base article
Reference
Create a finance case form
Finance Case form tabs
Create a finance task form
Interaction form
Create new interaction related record form
Email notifications from Finance Case Management
Create knowledge base article form
Now Assist Finance Supply Chain
Now Assist for FSC Common
Explore
Supporting information
Roles
Configure
Customize PO summarization skill
Skill inputs
Customize supplier summarization skill
Skill inputs for Supplier summarization for fulfillers skill
Use
Summarize a purchase order
Categorize inquiry cases
Source-to-Pay Operations
Now Assist
Source-to-Pay Operations common skills
Using AI Data Explorer in Source-to-Pay Operations
Workspace
Explore
Source-to-Pay Workspace landing page
SPO landing page
SLO landing page
APO landing page
POM landing page
Source-to-Pay Workspace list page
SPO list page
SLO list page
APO list page
POM list page
Configure
Configure knowledge bases from the Workspace
Use
Create a known error article from the Source-to-Pay Workspace
Create a knowledge base article from the Source-to-Pay Workspace
Reference
Source-to-Pay Workspace Analytics Center
Integrations
Integration with third-party applications
Source-to-Pay integration framework
Inbound staging tables Source-to-Pay Operations
Inbound staging tables Sourcing Procurement
CMDB Model Category Stage inbound
CMDB Service Model Stage inbound
CMN Location Stage inbound staging
Catalog Import staging table
Catalog Error staging table
Cost Center Stage inbound staging
Department Stage inbound staging table
ERP Plant Address Mapping Stage
FX Currency Stage inbound staging
FX Rate Stage inbound staging
Fixed asset details stage inbound
GL Account Stage inbound staging
Import Availability Updates inbound staging
Availability Error staging table
Cost Allocation inbound staging table
Invoice inbound staging table
Purchase Order inbound staging table
Purchase Order Line inbound staging
Receipt inbound staging table
Legal Entity Stage inbound staging
Office Location Stage inbound staging
Order Acknowledgement staging table
Order Acknowledgement Error staging table
Payment Terms Stage inbound staging
Price Import staging table
Price Error outbound staging table
Product Model Stage inbound staging
Purchase Entity Stage inbound staging
Purchase Line Stage inbound staging
Purchase Requisition staging table
Spend Shipment Import inbound staging
Shipment Error staging table
Supplier Product Stage inbound staging
Third Party Sourcing Registration staging
Third Party Unit Mapping staging
Third Party Unit staging table
Unit Measure inbound 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
Invoice payment detail import inbound table
Organization tax details inbound staging table
Invoice tax line staging table
Outbound staging tables Source-to-Pay Operations
Outbound staging tables Sourcing Procurement
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
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
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
ERP Integration Framework
Source-to-Pay integration with SAP
Explore
Execute RFC
Configure
ERP Source Configuration
Define ERP source configuration
Configure integration services
Look up primary data
Manually execute inbound flows
Scheduled jobs to fetch data
Run scheduled jobs in SAP
Use
Use schedule flows
Use an Outbound flow or subflow
Copy a flow or subflow
Source-to-Pay integrations with SAP reference
3CLogic
Source-to-Pay integration with Oracle EBS
Configure
ERP source configuration for Oracle EBS
Define ERP source configuration for Oracle EBS
Configure integration services 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
Use
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 integrations with Oracle reference
Source-to-Pay integration with SAP Ariba
Configure
ERP source configuration for SAP Ariba
Configure integration services for SAP Ariba
Look up primary data in SAP Ariba
Use
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
Configure
ERP Source Configuration for Coupa
Define an ERP source configuration for Coupa
Configure integration services for Coupa
Activate the schedule flows
Looking up primary data in Coupa
Use
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 integration with Oracle Financial Cloud
Configure
ERP source configuration for Oracle Financial Cloud
Define ERP source configuration for Oracle Financial Cloud
Configure integration services for Oracle Financial Cloud
Load data to ERP user-mapping table for Oracle Financial Cloud
Look up primary data in Oracle Financial Cloud
Scheduled jobs to look up primary data in Oracle Financial Cloud
Run scheduled jobs in Oracle Financial Cloud
Use
Use schedule flows in Oracle Financial Cloud
Manually trigger flows or subflows in Oracle Financial Cloud (Inbound)
Use a flow or subflow in Oracle Financial Cloud (Outbound)
Copy a flow or subflow in Oracle Financial Cloud
Reference
Integrations glossary
Source-to-Pay integrations with Oracle reference
Purchase Order Management
Now Assist for POM
Exploring Now Assist for Purchase Order Management (POM)
Supporting information for Now Assist for Purchase Order Management (POM)
Configure Now Assist for Purchase Order Management (POM)
Review the define PO exception mitigation strategy workflow
Using agentic workflows in Now Assist for Purchase Order Management (POM)
Automated purchase order exception creation from emails
Identify and execute mitigation strategies for purchase order exceptions
Identify mitigation strategies for purchase order exceptions
Explore
Source-to-Pay Workspace
View a purchase order exception
Purchase order exception Details page
View a purchase order exception task
Configure
Install Purchase Order Management
Components installed with Purchase Order Management
Application plugin installation sequence in Purchase Order Management
Assigning priority to a purchase order
Assigning purchase order exceptions to buyers
Use
Reporting delivery plan issues
Raise a delivery plan change request
Submit a delivery plan change request from a purchase order line
Resolving purchase order exceptions
Update a purchase order to accept supplier changes
Update a purchase order to revise supplier suggested changes
Find alternative suppliers
Confirm a resolution for a purchase order exception
Cancel a purchase order exception
Reassign a purchase order exception
Change priority level of a purchase order exception
Create and assign a purchase order exception task
Work on a purchase order exception task
Create a supplier escalation case from a purchase order exception
Create purchase order exception from Universal Request
Reference
Purchase order exception form
Purchase order exception form tabs
Delivery plan change form
Create new purchase order exception form
Purchasing and sourcing workflows
End-to-end purchasing workflow
End-to-end sourcing workflow
End-to-end sourcing and supplier onboarding workflow
Sourcing and Procurement Operations
Now Assist Sourcing Procurement Operations
Explore Now Assist Sourcing Procurement
Supporting information Now Assist Sourcing
Automatically assign categories during SR
Audit purchase lines automatically when
Predict categories PRLs POLs imported
Ensure consistent invoice spend categories
Configure
Customize
Skill inputs
Use
Summarize record using Now Assist
Summarize record using Now Assist
Request generative AI capabilites Now
Use Now Assist Sourcing Procurement
Analyze sentiment in procurement cases
Generate email responses
Use agentic workflows
Conversational intake sourcing procurement agentic
Enable AI agents for Conversational intake for sourcing and procurement workflow in the NA panel
Enable AI agents for Conversational intake for sourcing and procurement agentic workflow in Virtual Agent
Submit purchase request using Now
Upload Statement Work (SOW) request
Upload quote request purchase using
Update product category spend category
Explore
Shopping Hub
Process visibility
Purchase refinement
State indicators
Activity stream
My to-dos
My requests
Multi-currency support in Shopping Hub
Purchase requisition line-level questions Shopping
Purchase behalf another user Shopping
Decimal quantity support service-based purchases
Run fix script enable decimal
Shopping Hub Mobile
Purchases on mobile
Preconfigured metrics and dashboards
Procurement Buyer Dashboard
Procurement Strategy & Ops Dashboard
Procurement Team Performance Dashboard
Sourcing and Purchasing Automation
Sourcing request
Negotiations
Sourcing events
Purchase requisition
Handling fees
Purchase lines
Milestones
Cost allocations
Pre-payments
Purchase requisition merging
Purchasing tasks and procurement cases
Purchasing task 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 cart line
Tax calculations
Tax calculation API
Tax calculation integration with SAP
Procurement Case Management
Work prioritization
Supplier qualification
Process Automation Designer flows playbook
Email notifications from Playbook
Email composer with quick messages and response templates
Agent Assist in Source-to-Pay Workspace
Interaction Management in Source-to-Pay Workspace
View interaction details Source-to-Pay Workspace
Associate interaction record with related procurement case
Procurement Case Management Dashboard
Record producers catalogs procurement workflow
Source-to-Pay Workspace
Spend and Savings Management
Components installed Spend Savings Management
Category management tab
Category analytics
Savings dashboard
Sourcing Pipeline Management
Components installed Sourcing Pipeline Management
Pipeline project creation rule for high-value sourcing requests
Automatic pipeline project creation via
Email notifications for pipeline projects
Pipeline management tab
Hard Savings YTD
Cost Avoidance YTD
Planned Savings (Current Year)
Active Savings (Current Year)
Understanding punchout
Punchout configuration in SPO
How L1 punchout works
Establishing connection between SPO supplier
How L2 punchout works
AI Search Sourcing Procurement Operations
Configure Sourcing and Procurement Operations
Install Sourcing and Procurement Operations
Components installed Sourcing Procurement Operations
Properties installed Finance Common Architecture
Configure properties Finance Common Architecture
Application plugin installation sequence Sourcing
Setting up primary data Shopping
Add a supplier
Add office locations
Manage delivery to valid address
Add delivery locations
Setting up your product catalog
Create product categories group product
Create product models group supplier
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
Configure approval rule delegate
ShoppingHub configuration
Enable shopper purchase behalf another
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 process steps
Configure punchout third-party site purchases
Provide Confirmation URLs to Punchout Suppliers
Configure extension point Product search
Map Product Categories and Units of Measure for Seamless Checkout
Add third-party catalog data Excel
Add new button Shopping Hub
Customize your top suppliers Shopping
Configure conditions merging purchase requisitions
Service portal configuration for ShoppingHub
Add Shopping Hub Navbar link
Add Shopping Hub icon link
Add Shopping Hub widget your
Verify update search sources your
Install ShoppingHub Mobile
Enable mobile experience ShoppingHub Mobile
Advanced Work Assignment Source-to-Pay Operations
Setting up Advanced Work Assignment
Configure Advanced Work Assignment Source-to-Pay
Configure Sourcing Procurement Operations queues
Configure Agent Chat Source-to-Pay Workspace
Using Advanced Work Assignment Source-to-Pay
Automatic case creation from emails
Integrate Sourcing Procurement Operations other
Sourcing Procurement Operations integration Asset
Create SR or PR via ITAM Workspace
Create sourcing request ITAM Workspace
Create purchase requisition ITAM Workspace
Receiving assets Asset Management
Asset creation process Asset Management
Considerations implementing ITAM-SPO better together
Sourcing Procurement Operations integration Employee
Search punchout products Employee Center
Tracking your procurement requests Employee
Approve a request from Employee Center
Approval email notification templates
Provide more details your purchase
Confirm meeting milestone your service
Review your service acknowledgment task
Confirm receipt your order Employee
View link video Employee Center
Upload document Employee Center
Sign document using DocuSign Employee
Sign document Employee Center
Complete form Employee Center
Raise a general inquiry for procurement
Virtual Agent Sourcing Procurement Operations
Sourcing Procurement Operations Virtual Agent
Install Virtual Agent Sourcing Procurement
Enable Virtual Agent Sourcing Procurement
NLU support Sourcing Procurement Operations
Set up NLU Sourcing Procurement
Sourcing Procurement Operations integration third-party
Decision configuration for third-party sourcing
Integration tables for third-party sourcing
Submit multi-product sourcing requests
Manage third-party RFx tasks in Employee Center
Sourcing Procurement Operations integration
Sourcing Procurement Operations integration Project
Sourcing Procurement Operations integration Celonis
Sourcing Procurement Operations integration Field
Integrate with Field Service Management
Order parts you need using
Source-to-Pay Operations integration Contract Management
Integrate with Contract Management Pro
Initiate a contract request
Initiate contract request related work
Initiate a contract request from DRR
Initiate contract request playbook
Using Now Assist Contract Management
Enable Now Assist Contract Management
Start metadata extraction contract Source-to-Pay
Analyze contract document Source-to-Pay Workspace
RCA approvals Now Assist Contract
ERP source validation Sourcing Procurement
SpendInt APIs
Procurement File Transfer Framework
Third-party registration PIF PFTF
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
Use Sourcing and Procurement Operations
Using Shopping Hub
Log Shopping Hub first time
Browse punchout and native catalog items from the Categories and Suppliers lists in SH
Order a product with quick checkout
Complete sourcing checkout
Shopping cart
Add products 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 watchlist purchase
Configure additional questions for checkout
Configure purchase requisition line-level questions
Checkout data loss scenarios
Purchase line creation scenarios
Purchasing punchout third-party suppliers
Shopper checkout experiences based installed
Unified request tracking Shopping Hub
Hide supplier pricing from ShoppingHub
Request for products or services that you don't see on ShoppingHub
Request products you don't see
Request services you don't see
Configure additional attributes for I need a product or service
Submit a quote
Purchase revision flows
Purchase revision roles and responsibilities
Edit a purchase line from a purchase requisition or order
Add line existing purchase requisition
Edit a purchase requisition line
Edit a purchase order line
Edit a purchase line from a purchase requisition or order from EC
Edit purchase requisitions with cost allocation adjustments
Raise a cancel request
Return a product
Submit edit receipt request Shopping
Shopper to-dos
To-do refinement options
To-do highlights
Approve your purchase requisition Shopping
Provide more details your purchase
Request clarification purchase request Shopping
Provide clarification your purchase Shopping
Compare quotes select supplier Shopping
Confirm receipt your order Shopping
View shipment details your order
Confirm meeting milestone your service
View link video Shopping Hub
Upload document Shopping Hub Home
Sign document using DocuSign Shopping
Sign document Shopping Hub Home
Complete form 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 email notifications ShoppingHub
Prioritize Shopping Hub email notifications
Using Shopping Hub Mobile
Shopper to-dos on your mobile
Approve your purchase requisition your
Provide more details on your purchase
Request clarification on a purchase request
Provide clarification on your purchase
Compare quotes select supplier your
Confirm receipt your order your
View shipment details your order
Confirm meeting a milestone for your service from mobile
Review invoice acknowledgment task your
Display My Purchases your mobile
View revise your purchase your
Using Procurement Case Management
Create a procurement case
Create procurement case service
Create a quick case
Create a supplier case
Create task procurement case
Create a procurement task
Add sourcing request sourcing event
Work on a sourcing event
Award multiple suppliers sourcing event
Create knowledge base article about
Working Sourcing Procurement Operations playbooks
Process purchase order edit playbook
Process purchase requisition edit request
Process a return request in playbook
Process replacement request playbook
Process edit receipt request playbook
Fulfilling request copy contract playbook
Fulfill request copy contract playbook
Routing NDAs to suppliers
Define NDA content update list
Send NDA suppliers signature
Verifying delivery addresses in playbook
Review delivery address in playbook
Reviewing updating general ledger details
Review update missing general ledger
Sourcing intake guided experience playbooks
Review details and request clarification on a sourcing request
Select sourcing approach playbook
Set up negotiations with suppliers and manage qualifications
Streamlining supplier risk assessment workflow
Track risk assessments due diligence
Using Spend and Savings Management
Map spend categories to product categories
Add spend category data Excel
Load map spend categories existing
Run transform to import spend category data into Spend Category table
Map spend categories product categories
Using Sourcing Pipeline Management
Add sourcing request pipeline project
Create a pipeline project manually
Report savings when awarding supplier
Report savings when awarding multiple
Close a pipeline project
Create pipeline project expiring contract
Confirm contract renewal Employee Center
Sourcing and Procurement Operations reference
Create New Pipeline Project form
Pipeline project record tabs UI
SPO ITAM data model mappings
SPO PO field mappings ITAM
SPO PO state mappings ITAM
SPO PR field mappings ITAM
SPO PR state mappings ITAM
SPO SR field mappings ITAM
SPO SR state mappings ITAM
ITAM shipment field state mappings
ITAM receipt field mappings SPO
Domain separation Sourcing Procurement Operations
Sourcing and Procurement Operations glossary
Supplier Lifecycle Operations
Now Assist for SLO
Explore
Supporting information
Configure
Customize a skill for Case summarization
Customize Now Assist to use the Virtual Agent chat
Configure skill input
Use
AI driven supplier onboarding
Activate AI agents
Supplier document strategy generator AI agent
Automate supplier case creation from emails
Deactivate Create supplier case from email inbound action
Summarize a case in Source-to-Pay Workspace
Summarize supplier performance in Source-to-Pay Workspace
Analyze sentiments in supplier cases
Generate an email response for supplier cases
Generate an email response for supplier tasks
Use Now Assist in a Virtual Agent chat
Explore
Supplier Common Architecture
Source-to-Pay Workspace
Supplier Case Management
Supplier Collaboration Portal
Supplier Operations
Supplier Relationship and Performance Management
Supplier Payment Optimization
Smart Assessments
Universal Request
Configure
Install Supplier Case Management
Components installed
Explicit Roles
Application plugin installation sequence
Prerequisites for upgrading to Washington DC or later releases
Configure properties
Enable creation of supplier cases from incoming emails
Email format for contacts linked with multiple suppliers
Post-upgrade tasks
Run fix script to update the KPI weighted score field in the KPI score table
Run fix script to update the Aggregation method field in the KPI table
Run fix script to update the KPI Instruction field
Run fix scripts to enable Automated KPI collection
Run fix script to migrate existing data from the Action type column
Run fix script to use Supplier Manager Workspace
Enable deprecated case types
Process skipped supplier catalog item records
Install Supplier Collaboration Portal
Post-upgrade tasks
Enable access to Supplier Collaboration Portal
Run fix script to enable access
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 error notification
Restricted caller access approvals
Approve restricted caller access privileges manually
Run the fix script for RCA approvals
Configure activity configurations
Additional plugins
Install Supplier Operations
Install Supplier Payment Optimization
Supplier Document Management
Create document configuration
Run document configuration manually
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
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
KPI templates
Create manual KPI templates
Create automated KPI templates
Create KPI thresholds
Create KPIs by adding suppliers to a KPI template
Create supplier-level KPIs from KPI management
Create contract-level KPIs from KPI management
Create KPIs without using KPI template
Create segmentation rule
Add KPI templates
Add suppliers
Install Universal Request for SLO
Configure smart assessments
Create assessment template from Assessment Workspace
Configure user criteria for reassigning assessments
Create custom user criteria for primary managers
Create custom user criteria for all managers
Map assessment template with segmentation rule
Create assessments from assessment templates
Integrate
SLO 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
Synchronize supplier data using third-party application
News Integration
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
Relish Integration
Set up authentication profile using Relish credentials
Use
Using Source-to-Pay Workspace
Create a supplier
Use the supplier onboarding playbook to onboard suppliers
Use the risk assessment playbook
Risk assessment flow when only Vendor Risk Management is installed
Playbook stages and activities
Risk assessment flow with Third-party Risk Due Diligence
Playbook stages and activities
Add a subsidiary for a supplier
Manage supplier details
Add supplier location
Edit supplier details
Manage documents
Playbook for updating supplier primary data
Review supplier information using Relish
Manage internal stakeholders
Add internal stakeholders
Remove internal stakeholders
Manage supplier contacts
Add a supplier contact
Remove a supplier contact
Elevate a contact to the primary contact role
Restrict the primary contact role for a contact
Manage supplier cases
View information on supplier cases
Sidebar for supplier cases in the Source-to-Pay Workspace
Configure due dates for supplier cases
Case playbook for specific supplier case types
Create a case on behalf of a supplier
Assign a supplier case to yourself
Submit a supplier case
Complete a supplier case
Reopen a supplier case
Add a related case to a supplier case
View a supplier case
Manage supplier tasks
Configure due dates
Create a task for a supplier case
Submit a task
Complete a supplier task
Offboard a supplier
Offboard suppliers using supplier offboarding playbook
Accept an incoming chat request
Interaction Management
View or create an interaction for a supplier
Associate an interaction record to a supplier case
Composing emails with predefined content
Configure access to the compose email feature
Communicate using emails
Overall supplier dashboard
View Overall supplier dashboard
Create supplier case from Universal Request
Emails view for supplier managers
Using Supplier Collaboration Portal
Invite a member to access the Supplier Collaboration Portal
Register as an invited member
Supplier contact self-registration
Supplier contact self-registration process
Approve request associated with Enroll a new supplier user case type
Self-register to the Supplier Collaboration Portal
Managing supplier contacts
Elevate a contact to the primary contact role
Restrict the primary contact role for a contact
Reassign tasks to a different contact
Update the supplier contact email
Remove a supplier contact
Remove a supplier contact from the My contacts widget
Raising requests
Add or remove a supplier location
Add a supplier contact
Remove a supplier contact
Ask a question
Submit an idea
Submit an issue
Update banking details
Update company profile
Request elevated access
Update default supplier
Request something else
Viewing supplier contact tasks
Approve or reject a task
View or update your user profile
View all your requests
View supplier locations
View supplier payment information
Start a chat session
Manage documents
Manage documents from Documents tab
Upload document from My Tasks page
Manage documents from My Company page
Complete a risk assessment
Create Universal Request
Using Supplier Relationship and Performance Management
Run segmentation rule
Complete KPI collection task from Source-to-Pay Workspace
Complete KPI collection task from Supplier Collaboration Portal
View KPI collection task from Source-to-Pay Workspace
Manage supplier KPIs from the supplier record page
Create action plan for KPIs
Create milestones for the action plan
Create supplier tasks for the action plan
View supplier performance dashboard
Using Supplier Payment Optimization
Add propensity score
Create a case for enabling credit card
Supplier credit card enablement playbook
Estimate savings
View the Payment Optimization dashboard
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
Restructured Supplier Task table
Supplier Payment Optimization reference
Supplier Payment Optimization data model
Spend Savings Estimation table
Supplier Lifecycle Operations glossary
Accounts Payable Operations
Now Assist for 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)
Skill inputs for Now Assist for Accounts Payable Operations (APO)
Install Now Assist for Accounts Payable Operations (APO)
Configure Invoice case summarization
Configure Document Intelligence using Now Assist for Accounts Payable Operations (APO)
Copy and configure Invoice Processing Case for Invoice email flow
Copy and activate the Invoice attachment DI processing flow
Copy and activate the DI STP Failed flow
Configure Invoice data extraction modes
Configure Accounts payable document classification skill
Configure Process Classification Attachment using DI flow
Configure Set Classification Values on Invoice Stage flow
Customize a Now Assist for Accounts Payable Operations (APO) skill
Customize Now Assist for Accounts Payable Operations (APO) to use the Virtual Agent chat
Configure Email response generation skill in Now Assist for Accounts Payable Operations (APO)
Configure Sentiment analysis for invoice case skill in 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)
Use Now Assist for Accounts Payable Operations (APO) in a Virtual Agent chat
Analyze sentiments in invoice cases
Generate email response for invoice case
Generate email response for invoice task
Use Invoice inquiry solution generator skill
Use purchase order line mapping
Using AI agents in Now Assist for Accounts Payable Operations
Inquiry resolution provider AI agent
Configure inquiry resolution property
Work with the Inquiry resolution provider
Case resolution using Inquiry resolution provider
Recommend invoice owner AI agent
Configuring invoice owner prediction settings
Use Recommend invoice owner AI agent
Resolution plan scenarios
Explore
Accounts Payable Invoice Processing
Invoice Case Management
Source-to-Pay Workspace
Accounts Payable Operations integration with Document Intelligence
Configure
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 APO properties
Set system properties for invoice exception
Set system properties for scheduler
Configure Antivirus Scanning
Upgrade Accounts Payable Operations
Post upgrade tasks for APO
Upgrade configuration for Accounts Payable Operations integration with Document Intelligence
Restructured Invoice table
Run glide fix script to migrate existing data
Run fix script for exceptions
Run scheduled job for cost allocation
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
Copy and activate the generative AI DocIntel flow
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
Use
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
Invoice ingestion using API
Rules based engine
Work with invoices
Create an invoice manually
Create an invoice line manually
Credit memo
Invoice cost allocation
Create invoice cost allocation manually
Distribution set in Accounts Payable Operations
Allocate costs using distribution set
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 an invoice tolerance type
Map 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
Set up Advanced Work Assignment
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 a 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
Universal Request in Accounts Payable Operations
Create invoice case from Universal Request
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
Create Universal Request from Supplier portal
Working with Supplier Catalog
Submit Invoice Inquiry
Submit new Invoice
Virtual agent flows
Configure the chat channel
Integrate
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
IT Asset Management purchase order invoice processing
Invoice processing using IT Asset Management purchase order
Tax Engine Integration
Configuration tables and prerequisites for Tax integration
Tax integration in playbook
Reference
Accounts Payable Operations properties
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
Distribution set form
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
Tax lines
Invoice Tax lines fields
Tax status
Invoice exception form
Invoice exception form tabs
Request Help form
Master data table for Accounts Payable Operations
Cost center
Tax code fields
Legal entity
Ledger account
Organization tax details
Payment terms
Purchase order
Purchase order lines
Supplier
Supplier Legal Entity Mapping
Supplier contact
Tax type fields
Invoice exception definition form
Approval Rule form
Approval Plan form
Accounts Payable Operations glossary

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