{
  "summary": "Supplier invoices arrive as PDFs and scans. Matching each against purchase orders and receipts, applying tolerances and chasing the genuine exceptions consumes most of an AP clerk's day.",
  "seo_title": "Invoice to Approved Draft",
  "seo_description": "Supplier invoices arrive as PDFs and scans. Matching each against purchase orders and receipts, applying tolerances and chasing the genuine exceptions",
  "canonical_url": "",
  "social_image": "",
  "schema_type": "TechArticle",
  "noindex": false,
  "keywords": [],
  "published": true,
  "featured": false,
  "published_date": "2026-09-06",
  "updated_date": "2026-09-06",
  "last_reviewed": null,
  "slug": "accounts-payable",
  "id": "fc2bcaa0-26cc-43ef-a665-4ba5dfe371af",
  "name": "AUTO-0821A336",
  "creation": "2026-09-06T14:49:39.612842+00:00",
  "modified": "2026-09-06T14:49:39.616309+00:00",
  "title": "Invoice to Approved Draft",
  "blueprint_type": "Agentic Operation",
  "industry": "",
  "business_function": "Finance",
  "problem": "Supplier invoices arrive as PDFs and scans. Matching each against purchase orders and receipts, applying tolerances and chasing the genuine exceptions consumes most of an AP clerk's day.",
  "trigger": "A supplier invoice lands in the AP inbox or is uploaded.",
  "context": "Purchase orders, goods receipts, supplier master, tax rules and tolerance policy.",
  "agent": "Extract line items and totals, identify the supplier, and propose a three-way match with a confidence score.",
  "tools": [
    "extract_document",
    "read_purchase_order",
    "read_goods_receipt",
    "create_invoice_draft"
  ],
  "policy": "Quantity and price tolerances, tax treatment and approval limits are enforced by rules, not by the model.",
  "human_checkpoint": "Finance reviews only invoices that fall outside tolerance or fail to match.",
  "action": "Create the purchase invoice as a draft for posting.",
  "implementation_steps": [
    {
      "id": "5b96a3dd-c26c-4a60-a1be-0acb2e06d8b6",
      "name": null,
      "creation": "2026-09-06T14:49:39.605776+00:00",
      "modified": "2026-09-06T14:49:39.620321+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 1,
      "label": "Invoice received",
      "detail": "",
      "actor": "External",
      "system": "Email / Upload",
      "requires_human": false
    },
    {
      "id": "e511fce7-a25c-401f-8207-2e4ee6c5764b",
      "name": null,
      "creation": "2026-09-06T14:49:39.605849+00:00",
      "modified": "2026-09-06T14:49:39.622450+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 2,
      "label": "Extract lines and totals",
      "detail": "",
      "actor": "Agent",
      "system": "Document intelligence",
      "requires_human": false
    },
    {
      "id": "db025820-e349-447b-b12e-4a1046e912e5",
      "name": null,
      "creation": "2026-09-06T14:49:39.605874+00:00",
      "modified": "2026-09-06T14:49:39.624229+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 3,
      "label": "Identify supplier",
      "detail": "",
      "actor": "Agent",
      "system": "ERPNext",
      "requires_human": false
    },
    {
      "id": "efc0e408-6805-4c25-a813-244deb8d15d6",
      "name": null,
      "creation": "2026-09-06T14:49:39.605898+00:00",
      "modified": "2026-09-06T14:49:39.626183+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 4,
      "label": "Three-way match",
      "detail": "",
      "actor": "System",
      "system": "ERPNext",
      "requires_human": false
    },
    {
      "id": "46fa458f-86a8-4417-9703-e17db4381db4",
      "name": null,
      "creation": "2026-09-06T14:49:39.605920+00:00",
      "modified": "2026-09-06T14:49:39.627944+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 5,
      "label": "Apply tolerance rules",
      "detail": "",
      "actor": "System",
      "system": "Policy engine",
      "requires_human": false
    },
    {
      "id": "4be48b1f-e2c1-42f0-9ed1-c0fcbaf10036",
      "name": null,
      "creation": "2026-09-06T14:49:39.605938+00:00",
      "modified": "2026-09-06T14:49:39.629770+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 6,
      "label": "Review exception",
      "detail": "",
      "actor": "Human",
      "system": "Desk",
      "requires_human": true
    },
    {
      "id": "05ce9ae0-1e5c-43b6-9c5b-166849f8b94f",
      "name": null,
      "creation": "2026-09-06T14:49:39.605956+00:00",
      "modified": "2026-09-06T14:49:39.631583+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 7,
      "label": "Create purchase invoice draft",
      "detail": "",
      "actor": "System",
      "system": "ERPNext",
      "requires_human": false
    }
  ],
  "systems_involved": [
    "Email",
    "ERPNext",
    "Framework M",
    "Object storage"
  ],
  "framework_m_doctypes": [
    "Supplier",
    "Purchase Order",
    "Purchase Receipt",
    "Purchase Invoice",
    "File"
  ],
  "framework_m_tools": [],
  "deployment_model": "Sovereign Cloud",
  "diagram_config": {},
  "services": [],
  "hero_image": "",
  "industry_id": null,
  "industry_title": "",
  "doctype": "AutomationBlueprint",
  "url": "/automation-blueprints/accounts-payable",
  "markdown_url": "/automation-blueprints/accounts-payable.md",
  "api_url": "/api/public/blueprints/accounts-payable.json",
  "collection": "blueprints"
}