Prerequisites

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

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

  To download the ion api file, select OS > ION > Authorized Apps. Search for RPA Tray Assistant and click Download.

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

  To authorize the user, select OS > RPA Management > Manage > 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 have access to Infor LN.
• The Order Type, Order Series, and Reason Code must be defined in Infor LN.