Configure the Invoice attachment DI processing flow

Copy and configure the Invoice attachment DI processing flow and activate this flow to use it.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Process Automation > Flow Designer.

2. Search for and open the Invoice attachment DI processing flow.

3. Select the more actions icon [Omitted image "more-actions-icon.png"] Alt text: more actions) in the top right and select Copy flow.

   The Create a copy of this flow dialog box is displayed.

4. In the New flow name field, enter a name for the copied flow.

5. Select the more actions icon [Omitted image "more-actions-icon.png"] Alt text: more actions) in the top right and select Copy flow.

   The Create a copy of this flow dialog box is displayed.

6. In the New flow name field, enter a name for the copied flow.

7. In the Application field, select Accounts Payable Operations integration with Document Intelligence.

8. Select Copy.

   A copy of the flow opens.

9. Under TRIGGER, set the trigger conditions for this flow.

10. Under ACTIONS, do the following:

    • Select Process Attachment using DI to expand it.

    • In the SYS DI Task Definition [Use Case] field, select the copy of the use case that was created using the Duplicate use case icon ([Omitted image "duplicate-di-usecase.png"] Alt text: duplicate DI use case) in Global scope. For more information on copying use case, refer Create a copy of the default Invoice Processing use case.[Omitted image "inv-process-flow-di-skill.png"] Alt text: Invoice processing case for invoice email flow

11. Select Save.

12. Select Activate.