Configure Accounts payable document classification skill

Configure the Document classification skill to automatically identify and categorize incoming documents by type before the invoice extraction process begins.

Before you begin

Role required: admin

Scope: Accounts Payable Operations integration with Document Intelligence.

Plugins required:

• Now assist in Document Intelligence
• Account Payable Invoice Processing
• Now assist for Account Payable Operations
• Document Intelligence for Accounts Payable Operations Content Pack

Procedure

1. Navigate to All > Now Assist Admin > Skills to access the Now Assist skills for Common Finance & Supply Chain features tab of the Now Assist Admin console.
2. Select Finance and Supply Chain > Accounts Payable Operations > Accounts payable document classification to view the skills for the APO features.
3. Select Activate the skill.
4. Select Save and continue.
5. In the Review and activate section, select Activate.
   The Accounts payable document classification use case is provided as out of the box within the skill. Make a copy of the following OOB flows in the flow designer and activate.

   • Invoice processing case for invoice email
   • Process classification attachment using DI
   • Classification values on invoice staging

   Note:

   The Manual Classification on DI Error scheduler runs every 30 minutes, checking for invoice cases where the DocIntel status is stuck in processing classification, and performs the following actions:

   • Sets the DI status to Classification failed and the staging record status to Review required if all associated staging records are stuck in in-processing state
   • Sets the DI status to Classification STP failed and the staging record status to Review required if some associated staging records are stuck in in-processing state

   The Manual Classification on DI Error scheduler is inactive by default. Activate the scheduler to pick invoice cases that are stuck in processing classification.
   The Accounts payable document classification is activated and the incoming email with attached documents are automatically categorized into invoices in the workspace.