Copy and 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 ) 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 ) 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 () in Global scope. For more information on copying use case, refer Create a copy of the default Invoice Processing use case.
11. Select Save.
12. Select Activate.