Intelligent Account Combination Defaulting for Invoices

 Experience intelligent defaulting of accounting information for no-PO invoice lines. This feature uses Al and machine learning algorithms to predict and default segment values of the account code combination on accounts payable invoice lines. AI and machine learning use the historic data patterns and the specific influencing factors for each segment to predict their value.

When the user places the cursor on the distribution combination field for an unmatched invoice line, the segment values are defaulted if the prediction for the segment exceeds the dynamically calculated confidence score threshold. Once any segment values are defaulted, the distribution combination field is highlighted for user review. If a segment is not defaulted, or an incorrect segment is defaulted, the user can enter the relevant value for the missing segment or correct the incorrect defaulted segment value. The Al and machine learning algorithms learn from these edits and use the information to improve the prediction accuracy.

Intelligent Account Combination Defaulting For Invoices

 

Step by Step guide below

LETS CREATE AND ADD ROLES NEEDED FOR THE ABOVE FEATURE TO WORK.

 To use the above AI feature, pls create a role for business intelligence.

Go to – Tools – Security Console – Roles – Create Role

Fill in below information and click next 3 times to reach Role Hierarchy tab.

Search and add below mentioned 3 role hierarchies to this role.

 

Add this new role created to the user you are logged in or the user who has Applicaton Implementation Consultant as a role associated.

 

Run ESS job – Import User and Role Application Security Data

 

 

NOW, LETS CONNECT TO THE AI APPS AND ESTABLISH A CONNECTION BETWEEN AI APPS AND ORACLE ERP.

 Go to Tools – AI Apps Administration

 

 AI APPS Connected, below you can see status as ‘Active’ as I already connected. But you will get status as ‘Processing’ initially and after the connection is made the status changes to ‘Active’.

 

Click on ‘AI Apps for ERP’ and enter details to establish connection.

 

 

Enter details to establish a connection. It usually takes 3-4hrs for your AI model to get trained depending on the data you have in your instance.

Once the model is trained, you will get as below – ‘Trained’.

 

 

Once you get this status, pls download the report as you will get your promotion code to activate this offering in that report along with the accuracy of alogorithms to get your code combination defaulted.

NOW, LETS ADD THE PROMOTION CODE TO ACTIVATE THE SERVICES ON OUR INSTANCE.

Go to My Enterprise – Enterprise

Click on ‘Manage Promotion Codes’ to enter the promotion code for this particular AI service.

 

NOW, LETS OPT-IN FOR THE FEATURE FROM OFFERING OPT-IN FEATURE.

 

2.     
Go to ‘Setup and Maintenance’

 

3.      Under financials offerings select ‘Change Feature Opt In’

 

 

 

 

4.     
Click on pencil shaped icon to edit the feature for Payables.

5.     
Select feature – ‘Intelligent Account Combination Defaulting for Invoices’