Use Recommend invoice owner AI agent

Use the Recommend invoice owner AI agent to identify and assign business owners for Non-PO invoices and credit memos. The AI agent analyzes historically processed invoices to recommend the most likely business owner, which an accounts payable specialist can review, approve, or override.

Before you begin

Role required: Accounts Payable specialist (sn_ap_apm.accounts_payable_specialist)

Procedure

1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.

2. Select the list icon

1. Select My work > Invoice exceptions.

2. From the Number column, select the link for the 'Missing or invalid business owner' exception with the status Review needed.

   The missing or invalid business owner exception opens. A message that Now Assist has a resolution plan to solve the exception displays.

3. Select View plan.

The AI agent summarizes the exception and provides a resolution plan. For more details on the resolution plan, see [Resolution plan scenarios](resolution-plan-scenarios.md).

1. Review and confirm the resolution plan.

In this scenario, a business owner is assigned.

Result

When a business owner is found, the AI agent updates the Business owner field on the invoice based on the closest matching invoice, updates the activity, and changes the exception status to Review complete.

If no business owner is found, the AI agent suggests creating a task.