Install Now Assist for Accounts Payable Operations (APO)

Install the APO plugin [sn_ap_gen_ai] to give AP fulfillers access to generative AI skills in Source-to-Pay Workspace and Core UI.

Before you begin

Role required: admin

Install the Document Intelligence for Accounts Payable Operations Content Pack from the ServiceNow® Store for the invoice data extraction skill.

Procedure

1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console.

2. Expand the Finance and Supply Chain workflow group and select Accounts Payable Operations.

   The APO features are grouped under the Finance and Supply Chain workflow group. Each feature has its associated skills.

3. Activate and configure the skills for the APO application.

   Skills	Action
   Purchase order line mapping	To activate the skill, on the Purchase order line mapping skill card, select Turn on.
   Invoice case summarization	On the Purchase order line mapping skill card, select Activate skill.
   Invoice data extraction	On the Invoice data extraction mapping skill card, select Activate skill.

4. For Invoice case summarization skill:

1.  Select **General Details**, review the details about the skill, and then select **Save and continue** to go to the next step.

2.  Follow the steps to configure and activate a skill by using the Guided Setup.

3.  Select **View Case Input**, review the base input table and input fields, and then select **Save and continue** to go to the next step.

4.  To test the prompt on a record, select **Customize and test prompt**.

5.  Select **Save and continue** to go to the next step.

6.  Select **Define Availability** and choose one of the following options.

1.  Select **Save and continue** to go to the next step.

2.  Choose **Select display** to determine where you'd like to display the skill.

1. Select Save and continue to go to the next step.

2. Review your choices and select Activate to complete the configuration for the skill.

3. Complete the setup by selecting Done.

   The skill is displayed in the Active skills section.

4. In case of Invoice data extraction for the APO specialists feature card, select Activate skill.

   1. In the Create Usecase step, select the Invoice Processing - GenAI use case.

2.  Select **Make a copy** to create a copy of the use case.

    For more information on the fields, test outputs, and integrations in the use case, see [Set up a use case for Now Assist in Document Intelligence](../../intelligent-experiences/now-assist-in-document-intelligence/set-up-use-case-for-now-assist-document-intelligence.md).

    **Note:** When you create a copy of the generative AI use case in Now Assist console, then "DocIntel Extract Values Flow - copied GenAI use case name-Invoice processing-GenAI integration" use case is created automatically in the flow designer. For more information on configuring the use case, see [Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence](config-apo-docintel-integration.md).

3.  Select **Save and continue** to go to the next step.

4.  In the **Review and activate** step, select **Activate**.

The Invoice data extraction skill is activated.

1. On the Purchase order line mapping summarization for the APO specialists feature card, select Turn on.

Result

The generative AI skill auto-generates mappings between invoice lines and purchase order lines.