Prerequisites

Ensure that the prebuilt content is deployed to 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 with IDP GenAI (RPA Management)
  • 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

The security roles are required:

  • Infor-SuiteUser
  • RPA-USER
  • IONAPI-User
  • IDM-User
  • IDM-RelatedInformationUser
  • M3UI-User