Invoice Ingestion

In SAM on Snow Atlas, you can upload your license invoice files as an alternative to adding the license purchase information manually.

You can use the invoice ingestion functionality to upload information from one or more license purchase invoices to Snow Atlas. Compared to manual registration of licenses, this will greatly speed up the process of getting your license information into the system.

Supported file formats are PDF, PDFX, and PNG.

When you upload a license invoice file, the file is first processed by an AI Agent. Information is extracted from the file and mapped to the fields used for license registration in SAM. When possible, information related to dates and currencies is extracted using the formats selected for your Snow Atlas environment.

After the processing is completed, you need to review the extracted information and manually correct any errors before you can submit the data to Snow Atlas. For a license purchase with errors that cannot be corrected easily, you can select to exclude it from the submission. This is also applicable to any information in the invoice file that is not related to software licenses. Any extracted data from an uploaded license invoice file that is not reviewed and submitted within 18 days will be deleted.

The uploaded and processed data is not used for any other purpose. All data that the AI Agent has processed is deleted within 24 hours.

Prerequisites

The described settings and permissions are required for the invoice ingestion functionality in Snow Atlas.

AI-driven features allowed

To show the Invoice Ingestion menu option in Snow Atlas, the Disable AI-driven features setting must be turned off. The AI-driven features are enabled by default. To verify the setting, you find it on the Snow Atlas settings menu, under Licenses and usage, and on the General information tab.

Data visibility

If your Snow Atlas tenant has the Data visibility based on organization structure setting enabled, and you want to upload license information, you'll need data visibility permissions for the relevant organization nodes. For more information, see Manage groups, roles, and data visibility.

Permissions

The table describes the permissions required for the invoice ingestion functionality.

Permission	Description	Comment
configuration.setting.crud	Manage SAM Core settings	Optional. Required to modify the Disable AI-driven features setting. The permission is included in the Administrator role.
sam.invoices.crud	SAM Invoices CRUD operations	Required to access the Invoice ingestion main page. The permission is included in the Administrator role.
sam.application.r	View application data	Required to review processed invoices. The permission is included in the Viewer role.
i18n.currency.r	View currency rates and settings	Required to review processed invoices. The permission is included in the Viewer role.