Copy and configure Invoice Processing Case for Invoice email flow

Configure the invoice processing case invoice email flow to process invoices received through email.

Before you begin

Role required: admin

Scope: Accounts Payable Operations integration with Document Intelligence.

Plugins required:

• Now assist in Document Intelligence
• Account Payable Invoice Processing
• Now assist for Account Payable Operations
• Document Intelligence for Accounts Payable Operations Content Pack

Procedure

1. Navigate to All > Flow designer > Workflow Studio > Flows.
2. Search for Invoice Processing Case for Invoice email flow.
3. Select the icon > Copy flow.
   A copy of the Invoice Processing Case for Invoice email is created.
4. Open the TRIGGER > Inbound Email.
5. Update the email conditions according to your business requirements.
   

   Note:

   If you're upgrading Accounts Payable Operations from previous versions to version 12, then you must deactivate the existing Invoice Processing Case for Invoice email flow and make a fresh copy of the Invoice Processing Case for Invoice email flow to process invoices received through email.
6. Select Done.
7. Select Activate.
   The Invoice Processing Case for Invoice email flow is activated.