Infor Lawson AP Invoice Automation Administration Guide

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Overview
About AP Invoice Automation
AP Invoice Automation roles
Planning your AP Invoice Automation implementation
User interface
Security setup
Main steps for security setup
Security classes
Security roles
Security class and role templates
Proxy management
Defining proxy users
Setting up a role with proxy functionality
Creating a new proxy role for proxy functionality
AP Administrator setup
AP Administrator setup overview
General setup
Creating a finance group
Creating a finance company
Creating a calendar
Creating period groups and periods
Synchronizing the calendar
Creating an actor
Creating an actor context record
Creating an action reason
Resources setup
Creating or loading a resource
Assigning an agent record to an actor record
Creating a team
Removing a member from the team
Creating custom groups
Creating custom groups
Building a condition with the Condition Builder
AP Automation setup
Creating an invoice assignment rule
Changing invoice assignment rule priority
Creating an invoice approval code
Creating an invoice routing rule
Creating an invoice approval role
Changing invoice approval role priority
Creating an invoice routing category
Creating custom groups for AP Invoice Automation
Creating a custom group
Building a condition with the Condition Builder
Invoice custom group example
Process Server Administrator
Creating a service definition for invoice approval
Creating a main configuration
Creating a system configuration
Utilities
Updating invoice statuses
To update an invoice status
To schedule invoice status update on a recurring basis:
About Embedded Analytics cubes
Updating AP Invoice Automation Analytics cubes
To manually refresh or rebuild cube data:
To schedule a refresh or rebuild of the cube data on a recurring basis:
Updating invoice distribution date
System queues
Classic transaction queue
E-mail queue
Process flow queue
Web services set up
Uploading web services to AP Invoice Automation
Determining imaging system set up requirements
Creating service and identity for each wsi
Creating identity actors
Authenticating certificates
Defining configuration parameters
Async Administrator
Setting up Async queues
Mapping Async queues
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