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
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Navigate to .
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Search for and open the Invoice attachment DI processing flow.
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Select the more actions icon (
) in the top right and select Copy flow.
The Create a copy of this flow dialog box is displayed.
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In the New flow name field, enter a name for the copied flow.
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In the Application field, select Accounts Payable Operations integration with Document Intelligence.
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Select Copy.
A copy of the flow Invoice Attachment DI Processing flow opens.
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Under TRIGGER, set the trigger conditions for this flow.
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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 in sn_ap_ic scope. For more information
on copying use case, refer Create a copy of the default Invoice Processing use case.
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Select Save.
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Select Activate.