Prerequisites

You must complete these tasks to use this solution:

Task	Reference
The Infor FSM is provisioned in the tenant.
The Infor AI Platform Management API is available as a suite.	Infor ION API Administration Guide
The ION API metadata is indexed.	Infor ION API Administration Guide
The Infor RPA is installed.	Infor Robotic Process Automation Financials and Supply Management Invoice Processing Deployment Guide
The IDM Document Type and Business Context configuration is completed.	Infor Robotic Process Automation Financials and Supply Management Invoice Processing Deployment Guide
The Infor AI is provisioned in the tenant.
The RPA Management is provisioned in the tenant.
The RPA API is available as a suite.
All required security roles are assigned.	See Security roles.