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Xanadu Finance and Supply Chain

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Integrating APO with other applications

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Table of contents
  • Finance and Supply Chain
    • Source-to-Pay Operations
      • Source-to-Pay Operations purchasing and sourcing workflows
        • Source-to-Pay purchasing workflow
        • Source-to-Pay sourcing workflow
      • Now Assist for Source-to-Pay Operations
      • Source-to-Pay Workspace
        • Exploring Source-to-Pay Workspace
          • Source-to-Pay Workspace landing page
            • SPO landing page
            • SLO landing page
              • Source-to-Pay Workspace Supplier page
              • Source-to-Pay Workspace Case Details page
                • Supplier Information tab
                • Sidebar for supplier cases in the Source-to-Pay Workspace
            • APO landing page
          • Source-to-Pay Workspace list page
            • SPO list page
            • SLO list page
            • APO list page
        • Configuring Source-to-Pay Workspace
          • Configuring knowledge bases to enable publishing of knowledge articles from Source-to-Pay Workspace
        • Using Source-to-Pay Workspace
          • Create a known error article from the Source-to-Pay Workspace
          • Create a knowledge base article from the Source-to-Pay Workspace
        • Source-to-Pay Workspace reference
          • Source-to-Pay Workspace Analytics Center
      • Source-to-Pay Integrations
        • Source-to-Pay integration with third-party applications
          • Sourcing and Procurement Operations Integration with SAP
          • Supplier Lifecycle Operations Integration with SAP
          • Accounts Payable Operations Integration with SAP
          • Source-to-Pay integration framework
            • Inbound staging tables for Source-to-Pay Operations
              • Inbound staging tables for Sourcing and Procurement Operations
                • CMDB Model Category Stage inbound staging table
                • CMDB Service Model Stage inbound staging table
                • CMN Location Stage inbound staging table
                • Catalog Import staging table
                • Catalog Error staging table
                • Cost Center Stage inbound staging table
                • Department Stage inbound staging table
                • ERP Plant Address Mapping Stage inbound staging table
                • FX Currency Stage inbound staging table
                • FX Rate Stage inbound staging table
                • Fixed asset details stage inbound table
                • GL Account Stage inbound staging table
                • Import Availability Updates inbound staging table
                • Availability Error staging table
                • Inbound Cost Allocation staging table
                • Inbound Invoice staging table
                • Inbound Purchase Order staging table
                • Inbound Purchase Order Line staging table
                • Inbound Receipt staging table
                • Legal Entity Stage inbound staging table
                • Office Location Stage inbound staging table
                • Order Acknowledgement staging table
                • Order Acknowledgement Error staging table
                • Payment Terms Stage inbound staging table
                • Price Import staging table
                • Price Error outbound staging table
                • Product Model Stage inbound staging table
                • Purchase Entity Stage inbound staging table
                • Purchase Line Stage inbound staging table
                • Purchase Requisition staging table
                • Spend Shipment Import inbound staging table
                • Shipment Error staging table
                • Supplier Product Stage inbound staging table
                • Third Party Sourcing Registration staging table
                • Third Party Unit Mapping staging table
                • Third Party Unit staging table
              • Inbound staging tables for Supplier Lifecycle Operations
                • Supplier contact inbound staging table
                • Supplier inbound staging table
                • Supplier legal entity mapping inbound staging table
                • Supplier location inbound staging table
                • Supplier payment inbound staging table
              • Inbound staging tables for Accounts Payable Operations
                • Invoice import inbound staging table
                • Import error staging table
                • Invoice line import inbound staging table
                • Invoice payment detail import inbound table
                • Organization tax details inbound staging table
            • Outbound staging tables for Source-to-Pay Operations
              • Outbound staging tables for Sourcing and Procurement Operations
                • Outbound Cost Allocation staging table
                • Outbound Order staging table
                • Outbound Order Line staging table
                • Outbound Receipt staging table
                • Third-party Registration outbound staging table
                • Third-party Model Mapping outbound staging table
              • Outbound staging tables for Supplier Lifecycle Operations
                • Supplier contact outbound staging table
                • Supplier legal entity mapping outbound staging table
                • Supplier location outbound staging table
                • Supplier outbound staging table
                • Supplier payment outbound staging table
              • Outbound staging tables for Accounts Payable Operations
                • Organization tax details outbound staging table
                • Outbound invoice staging table
                • Invoice error staging table
                • Outbound invoice line staging table
                • Outbound invoice tax line staging table
            • Source-to-Pay integration framework transform maps and subflows
            • Data mapping for Coupa ERP
            • Integration errors in staging tables
            • Scheduled jobs to fetch primary data
              • Create Integration Service record
              • Run scheduled jobs
            • Primary data integration
            • Fixed asset integration
            • Purchase order integration
            • Receipt integration
            • Invoice integration
            • ERP source
            • ERP source configuration
            • Integration settings on Source-to-Pay side
              • Set up the authentication profile
              • Define ERP source configuration for Source-to-Pay
              • Configure service maps for Source-to-Pay
              • Load data to ERP user mapping table for Source-to-Pay
          • Source-to-Pay Integration with SAP ECC and SAP S4 HANA
            • Scope
              • APIs – REST, SOAP, JCO, IDOC
              • Communication with SAP
              • Typical SAP Implementations
              • Integration Hub Actions
              • Integration workflow using custom BAPIs
            • Prerequisite
              • SAP ECC Spoke Configuration
              • Request apps on Store
              • Integration Hub Subscription
              • Spoke version
              • Supported versions
              • Spoke requirements
              • Spoke dependencies
            • Import SAP Transport Request
              • Copy Co and Data files to the System
              • Add transport request to the queue
              • Import Transport Request
            • Run through
              • Execute RFC
            • Installed plugins
            • Interface Table and Attributes fetched from SAP
              • Plugin Name – ERP integration Framework
              • Primary Data integration with SAP plugin
              • Sourcing and Procurement Operations Integration with SAP plugin
              • Supplier Lifecycle Operations Integration with SAP plugin
              • Accounts Payable Operations Integration with SAP plugin
            • Sample Integration Flow Use Case
            • Integration setup
            • Material Primary Data Integration
              • Important considerations
              • Mapping of attributes from SAP to SPO product
              • Interface Table and Attributes fetched from SAP
              • Associated Transform Map
              • Retrieve Primary Data from SAP
              • Query Parameters used to filter data
              • Service Primary Data Integration
                • Important considerations
                • Mapping of the attributes from SAP to SPO product
                • Interface Table and Attributes fetched from SAP
                • Associated Transform services
                • Retrieve Primary Data from SAP
                • Query Parameters used in data retrieval
                • Plant Address Integration
                  • Important address considerations
                  • Mapping of location attributes from SAP to SPO product
                  • Interface table and attributes fetched from SAP
                  • Associated Transform Location Map
                  • Retrieve Primary Data from SAP
                  • Query Parameters used to filter address data
                • GL Accounts
                  • Important considerations for GL account
                  • Mapping of attributes from SAP to SPO in GL account
                  • Interface table and Ledger account attributes
                  • Associated Transform Map for Ledger Accounts
                  • Retrieve Primary Data from SAP
                  • Query parameters used in ledger account
                • Legal Entity and Company Code
                  • Important considerations for legal entity and company code
                  • Mapping of legal entity attributes
                  • Interface table and attributes fetched from SAP
                  • Associated legal entity transform map
                  • Retrieve Primary Data from SAP
                  • Query Parameters used for legal entity
                • Currencies
                  • Important considerations for currency
                  • Mapping of the currency attributes
                  • Interface table and attributes for currency
                  • Associated transform currency map
                  • Retrieve Primary Data from SAP
                  • Query parameters used in currency filter
                • FX conversion rates
                  • Important considerations for FX conversion rate
                  • Mapping of the currency conversion rate
                  • Interface table and attributes fetched from SAP for FX
                  • Associated FX rate transform map
                  • Retrieve Primary Data from SAP
                  • Query parameters for FX rate
                • Payment term
                  • Important considerations for Payment Term
                  • Mapping of attributes for payment table
                  • Interface Table and Attributes for Payment term
                  • Associated transform map for payment term
                  • Retrieve Primary Data from SAP
                  • Query Parameters used in payment terms data
                • Supplier
                  • Important considerations for supplier
                  • Mapping of the attributes for supplier
                  • Interface table and attributes of vendor
                  • Associated transform suppliers
                  • Retrieve Primary Data from SAP
                  • Query Parameters used in vendor data
                • Purchase org
                  • Important considerations for purchase org
                  • Mapping of the purchase entity attributes
                  • Interface Table and Attributes for purchase organization
                  • Associated Transform purchase organization
                  • Retrieve Primary Data from SAP
                  • Query parameters used to filter purchase organization
                • Cost center
                  • Important considerations for cost center
                  • Mapping of attributes in cost center
                  • Interface table and Cost Center attributes
                  • Associated transform cost center
                  • Retrieve Primary Data from SAP
                  • Query parameters in cost center
                • Purchase group
                  • Important considerations of purchase group
                  • Mapping attributes for Purchase Group
                  • Interface table and attributes of purchase group
                  • Associated transform purchase group
                  • Retrieve Primary Data from SAP
                  • Query parameters used in purchase group
                • Transaction Integration
                • Purchase order
                  • Create purchase order
                  • Update purchase order
                  • Attributes transferred from SPO to SAP
                • Generate receipt
                  • Creating receipt
                  • Attributes transferred from SPO to SAP
                • Invoice
                  • Creating an invoice
                  • Attributes transferred from APO to SAP
                • Supplier
                  • Create supplier
                  • Update supplier
                  • Attributes transferred from SLO to SAP
                • Appendix
                  • Material primary data staging table
                  • Service primary data staging table
                  • Plant address staging table
                  • GL Account staging table
                  • Legal entity and company code staging table
                  • Currency staging table
                  • FX conversion rate staging table
                  • Payment term staging table
                  • Supplier staging table
                  • Purchasing group staging table
                  • Cost center staging table
          • Source-to-Pay Integration with 3CLogic
        • Source-to-Pay integrations reference
          • Source-to-Pay Integrations glossary
      • Improve sourcing experience when working with new suppliers
    • Sourcing and Procurement Operations
      • Now Assist for Sourcing and Procurement Operations (SPO)
        • Exploring Now Assist for Sourcing and Procurement Operations (SPO)
          • Supporting information for Now Assist for Sourcing and Procurement Operations (SPO)
        • Configuring Now Assist for Sourcing and Procurement Operations (SPO)
          • Customize a Now Assist for Sourcing and Procurement Operations (SPO) skill
          • Skill inputs for Now Assist for Sourcing and Procurement Operations (SPO)
        • Using Now Assist for Sourcing and Procurement Operations (SPO)
          • Summarize a record by using Now Assist for Sourcing and Procurement Operations (SPO) in Source-to-Pay Workspace
          • Request the generative AI capabilities by using the Now Assist for SPO Virtual Agent
      • Exploring Sourcing and Procurement Operations
        • My purchases on Shopping Hub
          • Process visibility
          • Purchase refinement options
          • Purchase highlights
          • Activity stream
          • My to-dos and purchasing to-dos
          • My requests
        • Shopping Hub Mobile
          • My purchases on your mobile
        • Performance Analytics for Sourcing and Procurement Operations
          • Procurement Buyer Dashboard
          • Procurement Strategy & Ops Dashboard
          • Procurement Team Performance Dashboard
        • Sourcing and Purchasing Automation
          • Sourcing request
          • Negotiations
          • Negotiation events
          • Purchase requisition
            • Handling fees
          • Purchase lines
            • Milestones
            • Cost allocations
            • Pre-payments
          • Purchase requisition merging
          • Purchasing tasks and procurement cases
            • Purchasing task and procurement case creation
          • Purchase order
          • Blanket purchase order workflow
          • Purchase revisions
          • Contracts
          • Pricing
          • Receipt tasks
          • Receipts
          • Shipment details
          • Invoice tasks
          • Invoices
          • Create an approval rule
            • Approval rule types
            • Approval rule considerations
            • Approval rule grouping and sequencing
          • Monitor an approval plan
          • Approvals reassessment
          • Create a purchasing assignment rule
          • Define a capitalization policy
          • Fixed asset creation
          • Inventory asset creation
          • Shipping cost calculations
            • Shipping cost calculation in cart line table
          • Tax calculations
            • Tax calculation API
            • Tax calculation integration with SAP
        • Procurement Case Management
          • Procurement Case Management Dashboard
            • Record producers and catalogs in the procurement workflow
        • Source-to-Pay Workspace
          • Work prioritization
          • Add a sourcing request to a negotiation event
          • Supplier qualification
          • Work on a negotiation event
          • Award multiple suppliers from a negotiation event
          • Create a quick case
          • Create a procurement case
          • Create a supplier case
          • Create a procurement task
          • Email composer with quick messages and response templates in Source-to-Pay Workspace
          • Agent assist in Source-to-Pay Workspace
          • Process Automation Designer flows for playbook
          • Interaction Management in Source-to-Pay Workspace
            • View interaction details in Source-to-Pay Workspace
            • Associate an interaction record with a related procurement case in Source-to-Pay Workspace
          • Email notifications from Playbook
          • Working with Sourcing and Procurement Operations playbooks in the Source-to-Pay Workspace
            • Process a purchase order edit in playbook
            • Process a purchase requisition edit request in playbook
            • Process a return request in playbook
            • Fulfilling request for copy of contract in playbook
              • Fulfill request for copy of contract in playbook
            • Routing NDAs to suppliers
              • Define NDA content and update the list of signers
              • Send NDA to suppliers for signature
            • Verifying delivery addresses in playbook
              • Review delivery address in playbook
            • Reviewing and updating general ledger details in playbook
              • Review and update missing general ledger details in playbook
            • Sourcing intake guided experience with playbooks
              • Review details and request clarification on a sourcing request in playbook
              • Select a sourcing approach in playbook
              • Set up negotiations with suppliers and manage qualifications in playbook
            • Streamlining the supplier risk assessment workflow
              • Track risk assessments from the due diligence playbook
        • AI Search for Sourcing and Procurement Operations
      • Configuring Sourcing and Procurement Operations
        • Install Sourcing and Procurement Operations
        • Setting up primary data for Shopping Hub
          • Add a supplier
          • Add office locations
            • Manage delivery to valid address
          • Add delivery locations
          • Setting up your product catalog
            • Create product categories to group product models
            • Create product models to group supplier products
            • Add a supplier product
            • Add a supplier product bundle
          • Lead time calculations
          • Ledger assignment rules
            • Create ledger assignment rules
          • Create shopping controls
          • Configure delegate for a shopper
          • Shopping Hub configuration
            • Purchase modification configuration
              • Configure purchase modification record producers
            • Configure sourcing checkout details
            • Enable user actions
          • Sourcing checkout
            • Create sourcing checkout record
            • Edit sourcing checkout record
            • Configure sourcing checkout
          • Shopping Hub process visibility configuration
            • Add process steps
            • Add work items
            • Link work items with process steps
        • Configure punchout for third-party site purchases
          • Configure extension point for Product search API
          • Mapping Product Categories and Units of Measure for Seamless Checkout in Shopping Hub
        • Customize your top suppliers on Shopping Hub
        • Configure conditions for merging purchase requisitions
        • Service portal configuration for Shopping Hub
          • Add a Shopping Hub Navbar link to your service portal
          • Add a Shopping Hub icon link to your service portal
          • Add a Shopping Hub widget to your service portal
          • Verify and update search sources on your service portal
        • Install ShoppingHub Mobile
          • Enable the mobile experience for ShoppingHub Mobile
        • Advanced Work Assignment for Source-to-Pay Operations
          • Setting up Advanced Work Assignment for Source-to-Pay Operations
            • Configure Advanced Work Assignment for Source-to-Pay Operations
            • Configure the Sourcing and Procurement Operations queues
            • Configure Agent Chat for Source-to-Pay Workspace
          • Using Advanced Work Assignment for Source-to-Pay Operations
            • Automatic case creation from emails
      • Integrating Sourcing and Procurement Operations with other applications
        • Sourcing and Procurement Operations integration with Employee Center
          • Tracking your procurement requests in Employee Center
          • Approve a request from Employee Center
            • Approval email notification templates
          • Provide more details on your purchase from Employee Center
          • Confirm meeting a milestone for your service from Employee Center
          • Review your service acknowledgment task from Employee Center
          • Confirm receipt of your order from Employee Center
          • View a link or video from Employee Center
          • Upload a document from Employee Center
          • Sign a document using DocuSign from Employee Center
          • Sign a document from Employee Center
          • Complete a form from Employee Center
          • Raise a general inquiry for procurement
          • Virtual Agent for Sourcing and Procurement Operations
            • Sourcing and Procurement Operations Virtual Agent conversations and topic blocks
            • Install Virtual Agent for Sourcing and Procurement Operations
            • Enable Virtual Agent for Sourcing and Procurement Operations
            • NLU support for Sourcing and Procurement Operations Virtual Agent
            • Set up NLU for Sourcing and Procurement Operations Virtual Agent
        • Sourcing and Procurement Operations integration with third-party sourcing solutions
          • Decision configuration for third-party sourcing
          • Integration tables for third-party sourcing
        • Sourcing and Procurement Operations integration with Third-party Risk Management
        • Sourcing and Procurement Operations integration with Project Management
        • Sourcing and Procurement Operations integration with Celonis
        • Sourcing and Procurement Operations integration with Field Service Management
          • Integrate with Field Service Management
          • Order parts you need using the Agent mobile application
        • Source-to-Pay Operations integration with Contract Management Pro
          • Integrate with Contract Management Pro
          • Initiate a contract request
            • Initiate a contract request from the related work section
            • Initiate a contract request from Dynamic Related Records (DRR)
            • Initiate a contract request from the playbook
        • ERP source validation on Sourcing and Procurement Operations objects
        • Spendint API
          • Third-party registration for PIF and PFTF
          • Spendint API - POST /sn_spend_intg/spendint/catalog
          • Spendint API - POST /sn_spend_intg/spendint/price
          • Spendint API - POST /sn_spend_intg/spendint/availability
          • Spendint API - POST /sn_spend_intg/spendint/orderack
          • Spendint API - POST /sn_spend_intg/spendint/shipment
          • Spendint API - POST /sn_spend_intg/spendint/invoice
        • Procurement File Transfer Framework
          • Import data using FTP server
            • Run scheduled imports
          • Perform export steps
            • Export data to the FTP server
          • Data source table information
            • Payloads samples and errors
      • Using Sourcing and Procurement Operations
        • Using Shopping Hub
          • Log in to Shopping Hub for the first time
          • Order a product with quick checkout
          • Complete sourcing checkout
          • Shopping cart
            • Add products to your shopping cart
            • Review your shopping cart
            • Cart line update scenarios
            • Product selection overrides
          • Complete your checkout
            • Select a delivery location
              • Delivery location options
              • Delivery address suggestions
              • Valid countries for delivery
                • Valid country location
            • Select a delivery date
              • Delivery date options
            • Select a payment method
              • Payment method options
            • Provide a reason for your purchase
              • Add users to the watchlist of the purchase
            • Configure additional questions for checkout
            • Checkout data loss scenarios
            • Purchase line creation scenarios
          • Purchasing from punchout or third-party suppliers
          • Hide supplier pricing from Shopping Hub
          • Requesting for products or services that you don't see on Shopping Hub
            • Request for products that you don't see on Shopping Hub
            • Request for services that you don't see on Shopping Hub
            • Configure additional attributes for I need a product or service
          • Submit a quote
          • Purchase revision flows
            • Purchase revision roles and responsibilities
            • Add a line to an existing purchase requisition or order
            • Edit a purchase line from a purchase requisition or order
            • Edit a purchase requisition line
            • Edit a purchase order line
            • Edit a purchase line from a purchase requisition or order using Employee central
            • Raise a cancel request
          • Return a product
          • Shopper to-dos
            • To-do refinement options
            • To-do highlights
            • Approve your purchase requisition from Shopping Hub Home
            • Provide more details on your purchase from Shopping Hub Home
            • Request clarification on a purchase request from Shopping Hub Home
            • Provide clarification on your purchase from Shopping Hub Home
            • Compare quotes and select a supplier from Shopping Hub Home
            • Confirm receipt of your order from Shopping Hub Home
            • View shipment details of your order from Shopping Hub Home
            • Confirm meeting a milestone for your service from Shopping Hub Home
            • View a link or video from Shopping Hub Home
            • Upload a document from Shopping Hub Home
            • Sign a document using DocuSign from Shopping Hub Home
            • Sign a document from Shopping Hub Home
            • Complete a form from Shopping Hub Home
          • Create an employee credit
          • Create a credit allocation rule
          • Create a paycheck period
          • Shopping controls overridden by credits
          • Shop with employee credits
          • Alerts and email notifications from Shopping Hub
          • Prioritize Shopping Hub email notifications
        • Using Shopping Hub Mobile
          • Shopper to-dos on your mobile
            • Approve your purchase requisition from your mobile device
            • Provide more details on your purchase from your mobile device
            • Request clarification on a purchase request from your mobile device
            • Provide clarification on your purchase from your mobile device
            • Compare quotes and select a supplier from your mobile device
            • Confirm receipt of your order from your mobile device
            • View shipment details of your order from your mobile device
            • Confirm meeting a milestone for your service from your mobile device
            • Review invoice acknowledgment task from your mobile device
          • Display My Purchases on your mobile instance
          • View and revise your purchase from your mobile device
        • Using Procurement Case Management
          • Create a procurement case for a service
          • Create a task from a procurement case
          • Create a knowledge base article about procurement
      • Sourcing and Procurement Operations reference
        • Application plugin installation sequence
        • Components installed with Sourcing and Procurement Operations
        • Components installed with ERP Integration Framework for Sourcing and Procurement Operations
        • Components installed with Finance Common Architecture
        • Properties installed with Finance Common Architecture
          • Configure properties in Finance Common Architecture
        • Domain separation and Sourcing and Procurement Operations
        • Sourcing and Procurement Operations glossary
    • Supplier Lifecycle Operations
      • Now Assist for Supplier Lifecycle Operations (SLO)
        • Exploring Now Assist for Supplier Lifecycle Operations (SLO)
          • Supporting information for Now Assist for Supplier Lifecycle Operations (SLO)
        • Configure Now Assist for Supplier Lifecycle Operations (SLO)
          • Customize a Now Assist for Supplier Lifecycle Operations (SLO) skill
          • Skill input for Now Assist for Supplier Lifecycle Operations (SLO)
        • Using Now Assist for Supplier Lifecycle Operations (SLO)
          • Summarize a case by using Now Assist for Supplier Lifecycle Operations (SLO) in Source-to-Pay Workspace
      • Exploring Supplier Lifecycle Operations
        • Supplier Common Architecture
        • Source-to-Pay Workspace
        • Supplier Collaboration Portal
        • Supplier Relationship and Performance Management
      • Configuring Supplier Lifecycle Operations
        • Install Supplier Lifecycle Operations
          • Components installed with Supplier Lifecycle Operations
          • Explicit Roles in Supplier Lifecycle Operations
          • Supplier Lifecycle Operations plugin installation sequence
          • Prerequisites for upgrading Supplier Lifecycle Operations to Washington DC or later releases
          • Configure properties for Supplier Lifecycle Operations
            • Enable automatic creation of supplier cases from incoming emails
            • Email format for contacts linked with multiple suppliers
          • Post-upgrade tasks for Supplier Lifecycle Operations
            • Restructured Supplier Task table
            • Run Glide fix script to run the reparenting script
            • Run fix script to migrate existing data from the deprecated Action type column after upgrade
            • Run fix script to use the Supplier Manager Workspace after upgrading to the Xanadu release
            • Enable deprecated case types after upgrade
            • Processing the skipped supplier catalog item records after upgrade
        • Install Supplier Collaboration Portal
          • Post installation mandatory step for Supplier Collaboration Portal
            • Enable access to Supplier Collaboration Portal
              • Run the fix script to enable access to Supplier Collaboration Portal
          • Configure self-registration for external users
            • Configure the flow to create approval records for all supplier contact invite requests
            • Map the self-registration configuration to Supplier Collaboration Portal
            • Configure system property to send registration emails to external users
            • Configure the Vendor Contact table to send invitation emails during self-registration
            • Enable supplier admins to get notified about self-registration errors
          • Restricted caller access approvals for Supplier Collaboration Portal
            • Approve restricted caller access privileges manually
            • Run the fix script for RCA approvals
          • Set the property to configure activity configurations
          • Additional plugins for Supplier Collaboration Portal
        • Supplier Document Management
          • Create a supplier document configuration
          • Manually run a supplier document configuration
          • Uploading supplier documents
        • Configure the document template for the Sign document action type for supplier task
          • Approve application restricted caller access privileges for Sign document supplier task type
        • Advanced Work Assignment for Supplier Lifecycle Operations
          • Source-to-Pay Workspace agent inbox
          • Activate Agent Chat and load demo data
          • Setting up Advanced Work Assignment for Supplier Lifecycle Operations
            • Configure Advanced Work Assignment for Supplier Lifecycle Operations
            • Configure the Supplier Collaboration Queue
            • Configure Agent Chat for Source-to-Pay Workspace
          • Using Advanced Work Assignment for Supplier Lifecycle Operations
        • Enable M2M mapping between supplier contact and suppliers
          • Run the fix script
          • Verify version record
          • Remove the unique constraint from Email Domain
        • Configure Supplier Relationship and Performance Management
          • Create KPI units
          • Create KPI performance domains
          • Create a KPI template
            • Create KPI thresholds
          • Create KPIs by adding suppliers to a KPI template
          • Create segmentation rule
            • Add KPI templates to a segmentation rule
            • Add suppliers to a segmentation rule
      • Integrating Supplier Lifecycle Operations with other applications
        • Supplier Lifecycle Operations integration framework
          • Add supplier inbound data in an Excel file
          • Load supplier data
            • Run transform to update supplier primary data
            • Monitor the integration status of the SLO inbound data import
        • Craft.co Integration for Supplier Lifecycle Operations
          • Synchronize supplier data using external third-party application
        • News Integration for Supplier Lifecycle Operations
          • Configure the Supplier News REST message
          • Configuring a custom API to dynamically fetch supplier news
            • Create a REST message for a custom API
            • Add and configure the Get News data resource in UI Builder
            • Update the field names in the UX client script
      • Using Supplier Lifecycle Operations
        • Using Source-to-Pay Workspace
          • Create a supplier from the Source-to-Pay Workspace
            • Using the supplier onboarding playbook to onboard suppliers
            • Perform risk assessment playbook
              • Risk assessment flow when only Vendor Risk Management is installed
                • Playbook stages and activities when only Vendor Risk Management is installed
              • Risk assessment flow when Third-party Risk Due Diligence is installed
                • Playbook stages and activities when Third-party Risk Due Diligence is installed
            • Add a subsidiary for a supplier from the Source-to-Pay Workspace
          • Managing supplier cases from the Source-to-Pay Workspace
            • Configure due dates for supplier cases
            • Case playbook for specific supplier case types
            • Playbook for updating the supplier primary data
            • Create a case on behalf of a supplier from the Source-to-Pay Workspace
            • Assign a supplier case to yourself from the Source-to-Pay Workspace
            • Submit a supplier case from the Source-to-Pay Workspace
            • Complete a supplier case from the Source-to-Pay Workspace
            • Reopen a supplier case from the Source-to-Pay Workspace
            • Add a related case to a supplier case from the Source-to-Pay Workspace
            • View a supplier case from the Source-to-Pay Workspace
          • Managing supplier tasks from the Source-to-Pay Workspace
            • Configure due dates for tasks
            • Create a task for a supplier case from the Source-to-Pay Workspace
            • Submit a task from the Source-to-Pay Workspace
            • Complete a supplier task from the Source-to-Pay Workspace
          • Add a supplier location from the Source-to-Pay Workspace
          • Edit supplier details from the Source-to-Pay Workspace
          • Managing supplier contacts from the Source-to-Pay Workspace
            • Add a supplier contact from the Source-to-Pay Workspace
            • Remove a supplier contact from the Source-to-Pay Workspace
            • Elevate a contact to the primary contact role from the Source-to-Pay Workspace
            • Restrict the primary contact role for a contact from the Source-to-Pay Workspace
          • Offboard a supplier from the Source-to-Pay Workspace
            • Using the supplier offboarding playbook to offboard suppliers
          • Manage documents from the Source-to-Pay Workspace
          • Accept an incoming chat request from the Source-to-Pay Workspace
          • Interaction Management in Supplier Lifecycle Operations
            • View or create an interaction for a supplier
            • Associate an interaction record to a supplier case
          • Composing emails with predefined content from the Source-to-Pay Workspace
            • Configure access to the compose email feature
            • Communicate using emails from the Source-to-Pay Workspace
        • Using Supplier Collaboration Portal
          • Invite a member to access the Supplier Collaboration Portal
            • Register to the Supplier Collaboration Portal as an invited member
          • Supplier contact self-registration
            • How supplier contact self-registration works
              • Approve a request associated with the Enroll a new supplier user case type from the Source-to-Pay Workspace
            • Self-register to the Supplier Collaboration Portal
          • Managing supplier contacts from the Supplier Collaboration Portal
            • Elevate a contact to the primary contact role from the Supplier Collaboration Portal
            • Restrict the primary contact role for a contact from the Supplier Collaboration Portal
            • Reassign tasks to a different contact from the Supplier Collaboration Portal
            • Update the supplier contact email from the Supplier Collaboration Portal
            • Remove a supplier contact from the Supplier Collaboration Portal
              • Remove a supplier contact from the My contacts widget
          • Raising requests from the Supplier Collaboration Portal
            • Add or remove a supplier location using the supplier catalog
            • Add a supplier contact using the supplier catalog
            • Remove a supplier contact using the supplier catalog
            • Ask a question using the supplier catalog
            • Submit an idea using the supplier catalog
            • Submit an issue using the supplier catalog
            • Update banking details using the supplier catalog
            • Update company profile using the supplier catalog
            • Request elevated access
            • Update default supplier
            • Request something else using the supplier catalog
          • Viewing supplier contact tasks from the Supplier Collaboration Portal
            • Approve or reject a task
          • View or update your user profile from the Supplier Collaboration Portal
          • View all your requests from the Supplier Collaboration Portal
          • View supplier locations from the Supplier Collaboration Portal
          • View supplier payment information from the Supplier Collaboration Portal
          • Start a chat session from the Supplier Collaboration Portal
          • Manage documents from the Supplier Collaboration Portal
          • Complete a risk assessment from the Supplier Collaboration Portal
        • Using Supplier Relationship and Performance Management
          • Run segmentation rule
          • Complete a KPI collection task from the Source-to-Pay Workspace
          • Complete a KPI collection task from the Supplier Collaboration Portal
          • View KPI data from the List page of the Source-to-Pay Workspace
          • Manage supplier KPIs from the supplier record page of the Source-to-Pay Workspace
          • View supplier performance dashboard
      • Supplier Lifecycle Operations reference
        • Create New Supplier Case form
        • Create new task form
          • Task form
        • Add New Location form
        • Update banking details form
        • Update profile details form
        • Onboard a Supplier form
        • Create New Documents form
        • Primary data tables for Supplier Lifecycle Operations
          • Supplier table
          • Vendor Contact table
          • Supplier Contact table
          • Supplier Email Domain table
          • Product Code table
          • Supplier Location table
          • Supplier Payment Information table
        • Domain separation and Supplier Lifecycle Operations
        • Supplier Lifecycle Operations data model
        • Supplier Relationship and Performance Management reference
          • Supplier Relationship and Performance Management data model
          • Primary data tables for Supplier Relationship and Performance Management
            • KPI Template table
            • KPI table
            • KPI Data table
            • Performance Domain table
            • Unit table
            • KPI Threshold table
        • Supplier Lifecycle Operations glossary
    • Accounts Payable Operations
      • Now Assist for Accounts Payable Operations (APO)
        • Exploring Now Assist for Accounts Payable Operations (APO)
          • Supporting information for Now Assist for Accounts Payable Operations (APO)
        • Configure Now Assist for Accounts Payable Operations (APO)
          • Install Now Assist for Accounts Payable Operations (APO)
          • Customize a Now Assist for Accounts Payable Operations (APO) skill
          • Skill inputs for Now Assist for Accounts Payable Operations (APO)
        • Using Now Assist for Accounts Payable Operations (APO)
          • Summarize a record by using Now Assist for Accounts Payable Operations (APO)
      • Exploring Accounts Payable Operations
        • Accounts Payable Invoice Processing
        • Invoice Case Management
        • Source-to-Pay Workspace
        • Accounts Payable Operations integration with Document Intelligence
      • Configuring Accounts Payable Operations
        • Install Accounts Payable Invoice Processing
          • Components installed with Accounts Payable Invoice Processing
            • Application plugin installation sequence in Accounts Payable Operations
            • Run the fix script for Accounts Payable Operations
            • Set system properties for invoice exception
            • Set system properties for scheduler
            • Configure Antivirus Scanning
            • Upgrade Accounts Payable Operations
              • Upgrade Accounts Payable Operations from version 2.0
              • Post upgrade tasks for APO
                • Restructured Invoice table
                • Run a glide fix script to migrate existing data
        • Install Invoice Case Management
          • Components installed with Invoice Case Management
            • Activate the Create Inquiry Case on Invoice email flow
        • Install Accounts Payable Operations integration with Document Intelligence
          • Components installed with Accounts Payable Operations integration with Document Intelligence
          • Invoice Processing use case
            • List of invoice and invoice line fields included in the use case for Accounts Payable Operations integration with Document Intelligence
          • Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence
            • Create a copy of the default Invoice Processing use case
              • Configure the newly created DocIntel Extract Values Flow
            • Copy and configure the Invoice processing case for Invoice email flow
            • Copy and configure the Invoice attachment DI processing flow
            • Copy and configure the DI STP Failed flow
            • Copy and configure the Invoice processing case for Invoice email flow when Document Intelligence is not installed
            • Configure the Invoice processing case for Invoice email flow for disabling the Document Intelligence capability
            • Deactivate the Invoice attachment DI processing flow
          • How Accounts Payable Operations integration with Document Intelligence works
            • Required fields for creating an invoice
            • Invoice data transformation logic
        • Domain separation and Accounts Payable Operations
      • Using Accounts Payable Operations
        • Create a knowledge base article about invoice
        • Invoice case categories and subcategories
        • Using Invoice Case Management
          • Invoice inquiry cases
            • Work on an invoice inquiry case
            • Create an invoice inquiry case manually
            • Create an invoice task
            • Request additional information from the requester for an invoice inquiry case
            • Submit an invoice inquiry case for an internal review
            • Close an invoice inquiry case
        • Using Accounts Payable Invoice Processing
          • Work with invoices
            • Create an invoice manually
              • Create an invoice line manually
                • Credit memo
              • Invoice cost allocation
                • Create invoice cost allocation manually
              • Tax calculations
                • Create tax codes to be added in an invoice
                • Create tax types to be used in an invoice
            • Update the purchase order on an invoice
            • View your invoices on Employee Center
          • Invoice processing cases
            • Work on an invoice processing case
              • Accounts Payable Specialist manual tasks
                • View the invoice processing case associated with an invoice
                • Review an invoice in Document Intelligence
                • 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
                  • Activate the Start Invoice Processing for Orphan Invoices flow
            • Invoice ingestion process when Document Intelligence is unavailable
              • Create an invoice manually when Document Intelligence is unavailable
              • Close the additional invoice processing case for an invoice
          • Invoice exceptions
            • Activate the Exceptions Monitoring Scheduler
            • Work on an invoice exception
              • Create an exception task for an invoice exception
              • Mark an exception task as complete from Employee Center
              • Edit a purchase for an Insufficient Funds invoice exception
              • Confirm receipt of your order from Employee Center
              • Bypass an invoice exception
            • View invoice line details for a line-level invoice exception
            • View related tasks for an Insufficient Goods Receipt invoice exception
            • Create an invoice exception definition
              • Create subflow in workflow studio
          • Tolerance Rules and Variances for invoices
            • Define a custom invoice tolerance type
            • Associate invoice tolerance type with invoice exception definition
            • Define an invoice tolerance rule
            • View tolerance form
          • Invoice approvals
            • Create an approval rule
              • Approval rule types
            • Monitor an approval plan
            • Approve an invoice approval task from Employee Center
          • View invoice documents in the Source-to-Pay Workspace
        • Advanced Work Assignment in Accounts Payable Operations
          • Setting up Advanced Work Assignment for Accounts Payable Operations
        • Configure Advanced Work Assignment for Accounts Payable Operations
          • Configure the Accounts Payable Operations queues
          • Configure Agent chat for Accounts Payable Operations
        • Using Advanced Work Assignment for Accounts Payable Operations
        • Working with Advanced Work Assignment
        • Interaction management in Accounts Payable Operations
          • Create new interaction
          • Associate an interaction record in Accounts Payable Operations
          • View interaction record in Accounts Payable Operations
        • Composing emails with predefined content from the Source-to-Pay Workspace
          • Communicate using emails from the Source-to-Pay Workspace
        • Playbook for updating the invoice primary data
          • View the Playbook activities
          • Using Playbook in Accounts Payable Operations
          • Document Intelligence processing with playbook
            • Extract data with Document Intelligence
            • Extract data when Document Intelligence fails
            • Extract data when Document Intelligence is unavailable
        • Using Supplier Collaboration Portal in APO
          • Explicit roles plugin
          • Working with tasks in Supplier Collaboration Portal header
          • Working with My Requests
          • Working with Supplier Catalog
            • Submit Invoice Inquiry
            • Submit new Invoice
          • Virtual agent flows
            • Configure the chat channel
      • Integrating APO with other applications
        • Accounts Payable Operations integration framework
          • Integration errors
            • Working with Integration error tasks
            • Example of ERP posting error workflow
          • Import data into invoice
            • Load invoice data
              • Run transform to update invoice data
          • Working with inbound invoice
          • Working with outbound invoice
      • Accounts Payable Operations reference
        • Create New Invoice Line form
          • Create New Invoice form
            • Invoice form tabs
            • Inbound Invoice Fields
              • Inbound invoice line fields
              • Inbound invoice payment fields
            • Outbound invoice fields
              • Outbound invoice line fields
          • Invoice Line form tabs
          • Create invoice cost allocation form
          • Outbound cost allocation staging table
        • Create New Invoice case form
          • Invoice case form tabs
          • Invoice status messages
        • Create New Invoice task form
          • Invoice task form tabs
        • Invoice processing case form
          • Invoice processing details
          • Invoice processing case form tabs
          • ERP Posting error form
          • Invoice tolerance rule form
        • Tax lines
          • Invoice Tax lines fields
        • Invoice exception form
          • Invoice exception form tabs
        • Master data table for Accounts Payable Operations
          • Purchase order
          • Purchase order lines
          • Supplier
          • Supplier Legal Entity Mapping
          • Supplier contact
          • Legal entity
          • Cost center
          • Ledger account
          • Payment terms
          • Tax code fields
          • Tax type fields
          • Organization tax details
        • Invoice exception definition form
        • Approval Rule form
        • Approval Plan form
        • Accounts Payable Operations glossary
HomeXanadu Finance and Supply ChainFinance and Supply ChainAccounts Payable OperationsIntegrating APO with other applicationsCurrent page
Table of Contents

Integrating APO with other applications

  •  
    • Xanadu
    • Yokohama
  • UpdatedAug 1, 2024
  • 1 minute read
    • Xanadu
    • Accounts Payable Operations

Extend the capabilities of Accounts Payable Operations by integrating with other applications.

For more information on APO integration, see Accounts Payable Operations integration framework,Inbound staging tables for Source-to-Pay Operations and Outbound staging tables for Source-to-Pay Operations.

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