Playbook for updating the invoice primary data

Playbooks provide Accounts Payable admins or specialists to visualize invoice processing workflows in a simplified, task-oriented, actionable view.

The playbook provides a visual representation of the 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’s 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 analyze the state of an invoice processing case leading to quicker turn-around with suppliers and resulting in enhanced business operations.

Playbooks in Accounts Payable Operations provide step-by-step process involved in processing an invoice processing case such as validating the invoice, checking for duplicates, mapping invoice lines and purchase orders, validating exceptions, checking for approvals, and processing the payment of the invoice.

The generative AI skill is used to map purchase order lines with invoice lines. Mapping performed by a generative AI skill is displayed with an icon.

You can perform the following actions using the playbook:

• View the different stages and activities of an invoice
• View status indicators that display the state of the current stage or action

For more information about the workflow of playbooks, see Process Automation Designer.

• View the Playbook activities
  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
  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
  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
• Using Invoice Case Management
• Using Accounts Payable Invoice Processing
• Advanced Work Assignment in Accounts Payable Operations
• Using Advanced Work Assignment for Accounts Payable Operations
• Interaction management in Accounts Payable Operations
• Composing emails with predefined content from the Source-to-Pay Workspace
• Universal Request in Accounts Payable Operations
• Using Supplier Collaboration Portal in APO

Related tasks

• Create a knowledge base article about invoice
• Configure Advanced Work Assignment for Accounts Payable Operations
• Working with Advanced Work Assignment