Configure Set Classification Values on Invoice Stage flow

Configure the classification values within the invoice stage flow using the flow designer to write back the classification results into the invoice record for subsequent processing.

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 Set Classification Values on Invoice Staging flow.
3. Select the icon > Copy flow.
   A copy of the Set Classification Values on Invoice Staging is created.
4. Select Done.
5. Select Activate.
   The flow is activated and the classification results are inserted the invoice record for subsequent processing.