Create a copy of the default Invoice Processing use case

Create a copy of the default invoice processing use case to customize the invoice flow in your environment.

Before you begin

Ensure that the application scope is set to Accounts Payable Operations integration with Document Intelligence.

Role required: admin

About this task

Do this task to copy the default DO NOT USE- Invoice Processing V3 use case along with its fields, field groups, integrations, flows, and all the related machine learning (ML) models.

Procedure

1. Navigate to Workspaces > All > Document Intelligence > Document Data Extraction Administration > Use cases.

2. Open the DO NOT USE- Invoice Processing V3 use case.

3. Select Duplicate use case icon ([Omitted image "duplicate-di-usecase.png"] Alt text: Duplicate use case).

   You will be prompted with a message "Choose the name for this use case".

4. Click Duplicate button

   • The copy is saved automatically into your environment.

   • A copy of the DO NOT USE - Invoice Processing V3 use case is created with the name entered. You can see the copied use case by navigating to All > Document Intelligence > Use Cases.

   • A flow named DocIntel Extract Values Flow is created. This flow is suffixed with the name of the copied use case that was created after you clicked the copy ([Omitted image "duplicate-di-usecase.png"] Alt text: duplicate di case) icon. For example, DocIntel Extract Values Flow - name of the entered use case - Invoice Processing v2. You can see this flow by navigating to All > Process Automation > Flow Designer and searching for the flow name.

     You must add the missing information in the newly created flow by copying the existing information from the default DocIntel Extract Values Flow - Invoice Processing v2.0. For more information, see Configure the newly created DocIntel Extract Values Flow.

Result

Copy of the default invoice processing use case is created.

Related topics

Accounts Payable Invoice Processing

Accounts Payable Operations integration with Document Intelligence