Hi everyone,
I’m currently reviewing our extraction setup for Accounts Payable (AP) data and would love to hear from others about best practices that have proven effective across different organizations.
Of course, I fully understand that every company’s landscape, compliance requirements, and data models are unique. Still, I believe there are common patterns and techniques that tend to work well in most AP extraction scenarios. I’d be very interested in your experience around the following topics:
Extraction Frequency
- How often do you typically run delta extractions for AP (e.g., hourly, daily, near‑real‑time)?
- How frequently do you schedule full loads?
Delta vs. Full Load Strategy
- Which tables do you usually extract in full, and which ones are better handled via delta?
- Do you rely on timestamps such as creation date or change date for deltas?
Filters
- Which common and robust filters do you use to reduce data volume without losing relevant AP data?
- Examples: company codes, fiscal years, document types, posting statuses, etc.
- In which tables are these filters set up?
Joins
- Proven join structures for linking vendor master data, invoice headers, line items, payment information, and PO references.
I appreciate any insights, examples, or lessons learned.
I’ve completed the Celonis Academy Training Tracks, read documentation, and explored the Marketplace — but I’m still curious about your real‑world experience.
Thanks in advance!
Best regards,
Lukas