Copy and configure the Invoice attachment DI processing flow and activate this flow to use it.

Before you begin

Role required: admin

Scope: sn_ap_ic scope.

Procedure

  1. Navigate to All > Process Automation > Flow Designer.
  2. Search for and open the Invoice attachment DI processing flow.
  3. Select the more actions icon (more actions) in the top right and select Copy flow.
    The Create a copy of this flow dialog box is displayed.
  4. In the New flow name field, enter a name for the copied flow.
  5. In the Application field, select Accounts Payable Operations integration with Document Intelligence.
  6. Select Copy.
    A copy of the flow Invoice Attachment DI Processing flow opens.
  7. Under TRIGGER, set the trigger conditions for this flow.
  8. Under ACTIONS, do the following:
    • Select Process Attachment using DI to reference the use case created by the customer.
    • In the DI Task Definition [Use Case] field, select the copy of the use case that was created using the Duplicate use case icon (duplicate DI use case) in sn_ap_ic scope. For more information on copying use case, refer Create a copy of the default Invoice Processing use case.
  9. Select Save.
  10. Select Activate.