Upgrade Accounts Payable Operations

Upgrade Accounts Payable Operations to the latest version to maintain support and access the newest capabilities.

Before you begin

Role required: admin

Procedure

1. When you upgrade Accounts Payable Operations from any version to the latest version, follow the steps mentioned in Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence with the latest use case- DO NOT USE- Invoice Processing Vx SYS DI Task Definition.
   X refers to the latest version.
2. Create a copy of the default Invoice Processing use case.
3. Configure the newly created DocIntel Extract Values Flow.
4. Navigate to All > Process Automation > Flow Designer.
5. To copy and configure the invoice attachment DI processing flow, perform the following steps:
   1. Search and use the existing flow that was copied from Copy and configure the Invoice attachment DI processing flow.
   2. Open Flows.
   3. 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 (). For more information on copying use case, refer Create a copy of the default Invoice Processing use case.
   4. Select Save.
   5. Select Activate.
6. To copy and configure the DI STP failed flow, perform the following steps:
   1. Search and use the selected flow from DI STP failed flow.
   2. Under TRIGGER, in the Condition field, ensure that you select the copy of the use case that was created in Global scope.
      For more information on copying use case, refer Create a copy of the default Invoice Processing use case.
   3. Select Save.
   4. Select Activate.