Prerequisites

These are the prerequisites for a user to run the automation process:

• The user must set up a device to run an automation job in unattended mode.

  To add the device, select OS > RPA Management > Manage > Devices, and click + Add Device.

• The latest version of Tray Assistant must be downloaded from the RPA mastermind and used.

• The user account must be authorized in the RPA mastermind section.

  To authorize the user, select OS > RPA Management > Authorization, and click Authorize.

• The user account must be added to the mastermind process flow users list.

  To add the user, select OS > RPA Management > Manage > Processes, and click Add.

• The user must define the process arguments for each process.

  To define process arguments for the user, perform these actions:

  1. Select OS > RPA Management > Manage > Processes. The Processes screen is displayed.
  2. Click the Details icon for a process.
  3. Click Process Arguments. The process arguments are listed in the Process Arguments tab.
  4. Specify the argument values.
• The SupplierInvoiceTemplate.xml file must be available in the configurationFolder for the automation to send invoice information to Distribution SX.e via BODs.
• The user must have access to Infor Distribution SX.e.

• The user must enable invoice registration based on the stage of the associated PO.

  To enable, select the Perform Secondary PO Line Matching on Quantity and Cost (EDI 810/ION) check box on the SA Administrator Options - Vendors - Invoice Defaults screen in the Distribution SX.e application.

• The user must enable a vendor to allow invoices without purchase orders and apply over receipt to last suffix of the PO.

  To enable, select the Allow Invoices Without Purchase Orders and Apply Over Receipt To Last Suffix check boxes in the ION Processing section of the Vendor Setup - eCommerce screen in the Distribution SX.e application.