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.
This version supports email reading from the Classic Outlook client and Microsoft Office 365 Cloud. The email account is determined based on Office 365 authorization. |
See Security roles. |