Create a knowledge base article about invoice

Create a knowledge base article to share invoice information and policies with your employees and suppliers.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist

Procedure

1. Navigate to All > Knowledge > Actions.
2. Select Create New Article.
   The Select the Article Template page appears.
3. Select Standard.
4. On the form, fill in the fields.

   Table 1. Create new article form

   Field	Description
   Number	System-generated unique identifier for the request.
   Knowledge base	Knowledge base to which this article belongs.
   Category	Category of the article such as Accounts Payable. Use the category picker to select an existing category or subcategory. You can create a category or subcategory to suit your requirements.
   Scheduled publish date	Date on which the article is scheduled to publish.
   Valid to	Validity of the article.
   Article type	Type of article such as HTML.
   Workflow	Status of the article.
   Source Task	Name of the article source.
   Attachment link	Link to attachments.
   Display attachments	Display of attachments in the article. When you do not select this option, the article does not display the attachments.
   Short description	Short description of the article.
   Article body	Detailed description of the article.

5. Optional: To check if any duplicate articles are available with similar short descriptions, select Search for Duplicates.
6. Do one of these actions.

   Action	Description
   Submit	To submit an article for review, select Submit.
   Save	To save an article, from the Additional actions menu, select Save.

Result

Knowledge base articles are created to share invoice information and policies with employees and suppliers.

What to do next

• View your submitted articles by navigating to Knowledge > My Knowledge Articles
• Track the progress of your article from My Knowledge Articles.
• Manage the article workflows, such as reviewing, publishing, updating, or retiring the article.

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
• Playbook for updating the invoice primary data
• Using Supplier Collaboration Portal in APO
• Accounts Payable Invoice Processing
• Invoice Case Management
• Source-to-Pay Workspace
• Accounts Payable Operations integration with Document Intelligence

Related tasks

• Configure Advanced Work Assignment for Accounts Payable Operations
• Working with Advanced Work Assignment