Prerequisites
Ensure that the prebuilt M3 Value+ content for Invoice Processing is deployed to your M3 CloudSuite. The deployment is typically performed by Infor Services.
You can run this solution in both attended and unattended mode.
See Modes to run the automation.
Applications and content used in the process
Ensure that these applications and contents are provisioned in the tenant:
- RPA Assistant
- RPA Management
- RPA Process or Solution: Invoice Processing
- GenAI
- IDP
- ION Scripting
- ION Business Rules
- ION Data Flows
- ION API: To call IMS & Data Lake APIs
- Infor Document Management (IDM)
- IDM Business Context Mappings
- Infor Enterprise Collaborator (IEC)
- M3 BOD Processor and Event Hub
- M3 BODs:
- LoadSupplierInvoice
- SyncSupplierInvoice
- IDM BOD: ProcessContentDocument
- Related Information Widget
Security roles
These security roles are required to run Invoice Processing:
- Infor-SuiteUser
- RPA-USER
- IONAPI-User
- IDM-User
- IDM-RelatedInformationUser
- M3UI-User
These security roles are required to access and set up ION Business Rules:
- DECISIONSERVICE-Editor
- DECISIONSERVICE-Approver