Configuring a document flow

Use this document flow to import files to ION so that they are available in LSP.

  1. In ION Desk, select Connect > Data Flows.
    A list of existing document flows is displayed.
  2. Click the Import button and browse for the document flow to be imported.
  3. Open the newly imported document flow.
  4. Click the ExternalFiles box.
  5. Click File Activity Properties.
  6. In the File Connector dropdown, select either:
    • ExternalFiles_FCP – if you plan to use File Connection Point, perform step 7 onwards.
    • ExternalFiles_sFTP – if you plan to use SFTP, perform the steps in Configuring a document flow with sFTP.
  7. Click Save.
  8. Click Details.
    Note: For Cloud edition, Location should be selected. These prerequisites must be done to select the proper location:
    • ION enterprise connector must be installed in the machine where tax connector is installed
    • Enterprise Locations must be set up in ION
  9. Specify the Host Name or server on which the Shared Folder is located.
  10. Click Test to verify whether the connection is working.
    A message is displayed that indicates whether the test is successful. If the test is unsuccessful, correct the connection details and try again.
  11. Click the Documents tab.
  12. The file connection point comes with predefined input and output folders. Click Test on each document to validate the configuration:
    Note: A test is done to check if the specified Write Location is accessible using the specified connection configuration. This test also validates if the credentials that are provided have the required privileges.
    A message is displayed to inform you whether the test is successful or not.
    Note: If an error is encountered, ensure that the data folder of the file connection point is set to Shared to the connection point’s specified user with Full Permission.
  13. Click Save.
  14. Go back to the document flow.
  15. Click the document icon between ExternalFiles and LSP in.
  16. Select all the required documents.
    Note: See the Document Directions on the integration included in your Components checklist.
  17. Click Save.
  18. Click the LSP in box.
  19. Under Application Activity Properties, click the plus (+) sign.
  20. Specif the selected LSP connection point to add BODs used in the document flow
  21. Return to the document flow.
  22. Click Save.
  23. Click Activate.
    Connection points are not activated separately. When you activate a document flow, the associated connection points are activated.
    Note: If you are setting up for accounting entities under a reporting entity OR accounting entities with the same Tax ID, you must perform these steps:
    1. Create an additional ExternalFiles_FCP by copying the first file connection point then repeat steps 9 to 13.
    2. Go back to the document flow then create a parallel connection between the two points.
    3. Repeat steps 15 to 17.
    4. Reactivate the flow.
    5. Perform the steps in AE/Logical ID Translation Maintenance. Take note of the Logical ID of each points.