User arguments for Pickup/Delivery Receipt Digitization

Company Number
The code of the Infor CSD company. For example: 1000.
ConcurrentValue

The maximum number of bots or jobs that automation can run concurrently, based on system capacity, performance, server configuration, and available resources.

Note: A value of 2 or 3 is recommended for optimal performance.
ConcurrencySubFolderName

The job folder name for each bot, based on the specified number of concurrent jobs.

For example, if the ConcurrentValue field value is set to 3, the ConcurrencySubFolderName field value must be set to SubFolder1 for the bot1, SubFolder2 for the bot2, and SubFolder3 for the bot3, respectively.

Note: 
  • These subfolders are created in the warehouse folder.
  • When the automation is run for the first time, the bot equally distributes the documents from warehouse folder to sub folders. This helps in effective processing of the documents, concurrently.
  • The automation creates tracking files in these folders when bots run concurrently. These files are deleted after the process is completed.
emailAccount
The email account from which the automation must read the emails for the Pickup/Delivery Receipt documents. For example: xyz@infor.com
emailFolder
The email folder from which the automation must pick the Pickup/Delivery Receipt documents. For example: Inbox
EnableSecurityRoleBasedNotifications

Indicates whether role-based security is enabled in the RPA Management application. When enabled, notifications and exception data on the Review Center screen are restricted based on folder-to-role mapping.

Note: 
  • Role-based security is applicable only when this field value is set to True.
  • Users assigned to a warehouse security role receive notifications and can view exception data for the assigned warehouse.
  • Ensure that the required security roles are configured on the Configure > Master Data Type > Security Roles screen of the Security application in Infor OS.

  • Ensure that the security roles are mapped to the appropriate folders using one of these methods:

    • Configure the PickListSourceFolderRoleMapping business rule on the Monitor & Workflows > Business Rules screen of the ION application in Infor OS.
    • Import and update the PickListSourceFolderRoleMapping.xml file.
ERP
The name of the ERP application for which the automation must reprocess the documents from the Exception Handling tab. For example: CSD.
GenAIModel & GenAIVersion

The GenAI model and version that the automation process uses to process OCR-extracted data. The workflow is validated using the Claude model.

Note: 

Recommended values:

  • GenAIModel: Claude
  • GenAIVersion: claude-3-5-haiku-20241022-v1:0
IsClassicOutlook

Indicates how the bot reads emails to register Expense invoices. Possible values:

  • True: Uses the local instance of classic Outlook (desktop application) to read emails.
  • False: Uses Microsoft Graph API to read emails.
MingleNotifications

Indicates whether Mingle notifications appear on smart panels. Possible value:

  • True: Displays notifications.
  • False: Hides notifications.
numberOfEmails
The number of emails to be processed by the automation for each run.
PODFolder

The local or shared folder where all the signed and scanned Pickup/Delivery Receipt documents are saved. The automation picks up the input files from this folder. For example, C:\InforRPA\PickList.

Note: 
  • In the PODFolder, the folders can be created for each warehouse. All the files related to a warehouse must be copied to the respective warehouse folders.
  • The log file is also stored in the PickList folder.
reprocess

Indicate if the updated documents on the Review Center screen must be reprocessed in the next process run. Possible values:

  • True
  • False
SuperUserSecurityRoles

Indicates the user roles that allow access to files on the Review Center screen in the RPA Management application.

For example, RPA-ADMIN,RPA-USER.

Note: 
  • The multiple roles can be specified for a user, separated by commas.
  • The users assigned with RPA-ADMIN role can access all files regardless of warehouse restrictions.
  • The role security can be applied to users, only if the EnableSecurityRoleBasedNotifications field value is set to True.