Get AI-Suggested Invoice Classification Rules

Oracle Sustainability uses invoice classification rules to automatically generate activities from eligible distributions of Payables invoices. Prior to this update, for invoice distributions that didn't match any of the rules, Oracle Sustainability created corresponding activities using the activity type specified in the Default Activity Type for Invoice Classification profile option. These activities had to be manually reviewed and classified before posting them to the sustainability ledger.

After you've created an initial set of invoice classification rules, it becomes increasingly difficult to improve the classification coverage (percentage of invoice distributions classified correctly and not needing manual review) using rules because this calls for manually analyzing activity and invoice data to find patterns that can be used to create additional rules.

To address this issue, Oracle Sustainability now offers optional AI capabilities that can discover hidden patterns in your activity data and Payables invoice data to suggest invoice classification rules. This lets you improve the classification coverage without the need to write more complex rules. Any future invoice that fits the pattern identified by an AI-suggested rule that you accept will then get automatically classified, reducing human intervention.

If you opt-in to this feature, then you can get rule recommendations by selecting Suggest Rules from the Actions menu on the Invoice Classification Rules page.

Invoice Classification Rules Page Showing the Suggest Rules Option

Clicking Suggest Rules will submit the Suggest Classification Rules scheduled process. The process will start analyzing all activities posted to the ledger. This process will take some time to complete depending on the data volume.

If you already have a sufficient number of activities generated from Payables invoices that are posted to the ledger, then the Suggest Classification Rules scheduled process will analyze them and discover patterns to suggest rules. If there are insufficient activities posted to the ledger, then the scheduled process will analyze your historical Payables invoice data. It then uses generative AI to predict the activity classification category and uses this information to discover patterns for rule suggestion. The rule suggestions are displayed on the Invoice Classification Rules page after the scheduled process completes and are available for review.

Invoice Classification Rules page showing AI-suggested rules and possible actions

By default, Oracle Sustainability always creates and places suggested rules in the Draft status. These rules do not impact the invoice classification processes until you take an action. You can take one of the following actions after reviewing the AI-suggested rules:

Edit: Select this action if you find the rule useful, but you want to make changes to the rule before accepting it.
Accept: Select this action if you want to activate the rule as is. Accepting the rule will change its status from Draft to Active.
Reject: Select this action if you find the suggested rule meaningless or irrelevant, even if such a pattern might exist. This rule will be deleted and will never be recommended again.

When a suggested rule changes to the Active status, the rule acts like any other rule, and will be used by the Generate Sustainability Activities from Payables Invoices scheduled process to automatically classify invoices.

Here's the demo of these capabilities:

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

The Sustainability functional area is shared under the Procurement, Product Management, and Manufacturing and Supply Chain Materials Management offerings.

To opt-in to this feature:

Go to the Opt In page for your offering and find the row for Sustainability.
Click the corresponding Edit icon under the Features column.
On the Edit Features page for Sustainability, in the Features column, look for Get AI-Suggested Invoice Classification Rules and select the corresponding checkbox in the Enable column.
Click Done.

Edit Features page for Sustainability

Edit Features Page for Sustainability

Tips And Considerations

The suggested rules are created with a rank of 1000 or higher.
By default, the suggested rules are created in Draft status and will not impact the invoice classification process until you take an action.
You can use the sort icon on the Source column to review AI-suggested rules and other rules that you might have manually entered and designated as User-defined.
AI will recommend a maximum of 20 suggested rules every time you click the Suggest Rules button. The actual number of rules suggested will depend on patterns that exist in the data. You can initiate suggestion of rules as many times as needed, but Oracle recommends that you first review all existing AI-suggested rules in Draft status to either accept or reject them.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains this existing privilege can access this feature:

Manage Invoice Classification Rule for Sustainability Activities (SUS_MANAGE_INVOICE_CLASSIFICATION_RULES)