Setting up Accounts Payable Automation

To set up Accounts Payable Automation, you must complete the following tasks:

Remote Site Settings - Accounts Payable Automation
Setting up Email Service for Scanned Payable Documents
Assign the Scanned Payable Documents record page

Prerequisites

The Scanned Document Configuration Settings is a protected custom setting and must be configured by Certinia Support.

This setting controls access to Accounts Payable Automation and your environments.

Remote Site Settings - Accounts Payable Automation

You must register a new remote site setting before it can be configured for Accounts Payable Automation.

The remote site setting must be configured with the OCR provider’s URL. Set the URL - https://custom-ocr.klippa.com as the default value.

For more information, see the Salesforce Help.

Setting up Email Service for Scanned Payable Documents

To receive invoices to a specified email address, you can configure the email services in one or both of the following ways:

Setting up a Shared Generic Email Address for All Companies
Setting up a Company-Specific Email for Each Company

You can also have a generic email address for some companies and a company-specific email for other companies.

Setting up a Shared Generic Email Address for All Companies

To set up an email service using a generic email address for all companies:

Navigate to Email Services and click New Email Service.
Create the email service using the FDN Managed "ScannedPayableDocumentEmailService" global apex class for Accounts Payable Automation.
Ensure that the Accept Attachments field is set to Binary attachments only while creating the email service.
Use the Email Address field to define a generic email address for all companies.

For more information on Defining an Email Address, see the Salesforce Help.

Setting up a Company-Specific Email for Each Company

To set up an email services using a specific email address for all companies:

Set up Email Services as mentioned in steps 1 to 3 above.
Navigate to your company record. In the Scanned Payable Document Email field on the record page of the company for which you want a specific email, enter the specific email ID.

Note:

If you choose both the setups, then the companies that have a specific email defined in the Scanned Payable Document Email field will receive invoices in that email and companies that don't have an email address in this field their invoices will be received in a generic email specified in the Email Address field of generic setup.

For more information on Email Services, see the Salesforce Help.