Document Intelligence - Issue with invoice Creation

[DanielCordick]

Hi All,

Im having an issue with the document intelligence integration with accounts payable, Specifically, I am stuck on the automated invoice record creation after the Document has been reviewed and submitted,   Here are the steps from the docs which I followed

Invoice ingestion process flow when extraction confidence is low

When you receive an invoice as an attachment via email from a supplier or an employee, the following occurs:

1. An invoice case is created with category Invoice automation and subcategory Invoice processing in Accounts Payable Operations.
2. If Document Intelligence determines that the extraction confidence is lower than the threshold value, it doesn’t extract the invoice data and as a consequence an invoice isn’t created.
3. In this scenario, the Accounts Payable Specialist must do the following:
   1. Open the invoice processing case created in step 1.

      The case displays the following error message: Invoice has a data extraction error. Review invoice with automation to continue processing.

   2. Select Review invoice, which opens Document Intelligence and displays the invoice fields. - 
   3. Enter the required values into the invoice fields, and select Submit.
4. The Document Intelligence transformation process imports the invoice data from the staging tables, creates an invoice in the Draft state, and associates the invoice with the invoice processing case. - THIS PART IS NOT WORKING
   
   

anyone run into this before?

[Rishikesh Bhalk]

@DanielCordick  - I hope you've checked the below steps as well if not may be have a Quick Look at it.

• The required fields are populated on the invoice.
  • If the required fields aren’t populated on the invoice, the Accounts Payable Specialist is required to open the invoice, manually enter the required values in the required fields, and submit the invoice.
  • If the required fields are populated on the invoice, the invoice is auto-submitted.
• At least one invoice line record exists for the invoice. If not, the Accounts Payable Specialist must add an invoice line record and submit the invoice.
• A unique currency code exists on the invoice. If a unique currency code isn’t identified during currency transformation, the process uses the currency mentioned in the purchase order. If the currency is missing in the purchase order, then the transformation process uses the session currency based on the user's locale. In this case, the Accounts Payable Specialist is required to open the invoice processing case and enter the correct currency code in the invoice fields and submit the invoice

[DanielCordick]

This is before the invoice record  is even created, I click the review invoice button, which brings me to doc intelligence to review and submit, from there the process should then create the Invoice Record for me,

I have also made sure these mandatory fields are filled in when processing in document intelligene

https://www.servicenow.com/docs/bundle/washingtondc-source-to-pay-operations/page/product/accounts-p... 

the Playbook for this, does not allow me to go to the next step, I think its due to the invoice record not getting created

[Rishikesh Bhalk]

Your invoice processing is not done/complete due to some fields being empty, did you also fill the invoice line details shown in the screenshot

[DanielCordick]

Yes, All the required fields on the document are filled in, as well as all the required fields on the invoice lines are filled in, Everything on the document has been reviewed yet when it submitted no invoice is created,

I can see on the doc intell tab that Processing is done and the status of the document task is also set to done