Prerequisites
You must complete these tasks to use this solution:
| Task | Reference |
|---|---|
| Ensure the Infor FSM is provisioned in the tenant. | |
| Ensure the Infor AI Platform Management API is available as a suite. | Infor ION API Administration Guide |
| Ensure the ION API metadata is indexed. | Infor ION API Administration Guide |
| Ensure the Infor RPA is installed. | Infor Robotic Process Automation Financials and Supply Management Invoice Processing Deployment Guide |
| Ensure IDM Document Type and Business Context configuration is completed. | Infor Robotic Process Automation Financials and Supply Management Invoice Processing Deployment Guide |
| Ensure Infor AI is provisioned in the tenant. | |
| Ensure RPA Management is provisioned in the tenant. | |
| Ensure RPA API is available as a suite. | |
| Ensure all 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. |