Prerequisites

Ensure that these applications are provisioned in the tenant:

  • Infor M3
  • Infor Document Processor (IDP)
  • Document Management (IDM)
  • ION Desk
  • RPA Management, also known as the Mastermind

Ensure that these items are set up after deployment:

  • Infor RPA is installed, to be used in attended or unattended mode.
  • RPA Process M3POCertificateOfAnalysisAutomation is configured.
  • IDP flow M3PurchaseOrderCertificateOfAnalysis is imported.

  • IDM document type Purchase Order Certificate Of Analysis (COA) (Name: M3_POCertificateOfAnalysis) is created.

  • DM Business Context Model InforPurchaseOrderCertificateOfAnalysis is configured for supported M3 programs with mentioned document type.