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 CSD via BODs.
• The user must have access to Infor CSD.