Review an invoice in Document Intelligence

Review the invoice details, enter the required invoice field values, and submit the invoice if Document Intelligence encounters an extraction error.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_apm.admin

About this task

If Document Intelligence encounters an extraction error, the invoice processing case is created in Accounts Payable Operations integration with Document Intelligence. The invoice is not created or associated with that case. You must review the invoice details in Document Intelligence, enter the required values in the invoice fields, and submit the invoice to create the invoice.

Procedure

1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
2. Select the list icon ().
3. Navigate to Lists > Primary Data > Invoices.
4. Open an invoice that is in the Draft status.
5. Select View invoice processing case.

   

   The invoice processing case opens and displays the following notification at the top:

   Invoice has a data extraction error. Review invoice with automation to continue processing.

6. Select Review invoice.
7. Refer to the invoice document and fill in the fields for the invoice.
8. Select Submit.
   The invoice and invoice line records are created and the invoice is associated with this invoice processing case.
9. Open the invoice processing case and select Submit invoice.
   A message appears asking you for a confirmation.
10. Select Yes.

Result

The invoice is submitted for further processing and the status of the invoice changes to Received.

Related tasks

• View the invoice processing case associated with an invoice
• Enter the missing required invoice information and submit an invoice
• 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 the processing for an invoice imported via integration with third-party applications