Configuring invoice owner prediction settings
Configure system properties for the Recommend Invoice Owner AI agent to define how business owners are identified for Non-PO invoices and credit memos.
Navigate to All > Accounts Payable Operations > Administration > Properties to access the invoice owner prediction settings. These settings influence the number of historical invoices analyzed, the time considered, and the confidence threshold used to make recommendations. The AP admin can modify these settings. For more information on the settings, see Set APO properties.
Image omitted: apo-invoice-owner-prediction.png
Use theInvoice owner prediction settings to check the number of historical invoices analyzed, the time considered, and the confidence threshold used to make recommendations. The screenshot shows the default values.
Use theInvoice owner prediction settings to check the number of historical invoices analyzed, the time considered, and the confidence threshold used to make recommendations. The screenshot shows the default values.
| Setting | Description | Default value |
|---|---|---|
| Number of recent invoices from the same supplier the system should review to predict the business owner | Defines the number of recent invoices from the same supplier that the AI agent analyzes when identifying a business owner. | 5 |
| The time window \(in days\) within which invoices from the supplier are considered | Indicates the time frame for analyzing historical invoices. By default, the AI agent evaluates invoices submitted in the past 90 days. | 90 days |
| The lowest confidence score allowed when suggesting a business owner based on supplier invoices | Specifies the minimum semantic match score required for the AI agent to recommend a business owner. When the match score falls below the default value, the AI agent prompts the AP specialist to create an exception task to review and confirm the business owner. | 85 |
| Automatically assign the predicted business owner if there’s only one match from the supplier and it meets the minimum score | Determines whether the AI agent automatically assigns the predicted business owner when there's a single, high-confidence match. If this property is set to true, the system updates the business owner automatically. | No |
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