Configuration

All docuflow AP configuration can accessed via two methods:

Please note: all docuflow AP configuration is NOT transprotable

When you first enter the config transaction, you will see a report showing the processing rule configuration.

Choose the menu path "Configure" in the top left of the screen to choose the components to configure.

Below are the categories of configuration for docuflow AP. Below is a brief summary. Refer to each categories section in this same document for complete details.

Locations, Invoice categories, business units, departments, and invoice flags help classify your invoices for processing and set how the below components can be configured.

Based on the classification of an invoice, processing rules determine the baseline behaviour and flow the docuflow AP workflow.

For invoices received via email, addresses can be mapping to invoices classification

Allows additional information to be configured and leveraged for auto-creating invoices.

Setup rejection codes for reviewers and approvers.

Define exceptions that suite your business. These can be raised automatically or via workflow agents.

Setup role resolution to determine standard agent assignment for all stages of the workflow broken down by the following:

7.a Core: Initial AP, Reviewers, Exceptions, Final AP, Errors, Admins, Catch-Alls.

7.b. Approvers: ASL based approval

7.c Substitution and Delegation

7.d Email Mapping - allows notifications to be send out

If custom fields are used in TrackLink, you may assign labels to them.

Albeit docuflow AP can be implemented code-free with its flexible and configurable platform, you can tailor the workflow even further to suite your precise needs via customization. Customization is available throughout the docuflow AP Workflow in the form of customer BADI's. Refer to each section for customization options available relevant to that workflow stage, as well the section "BADI Customizing" for a view of all technical customizations available.