AP Documents from PDFs: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for recognizing AP documents from PDF files, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
We recommend that before you start recognizing AP documents from PDF files, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) form |
Make sure that the AP Document Recognition Service feature has been enabled. Attention: The feature is not
available in trial mode and can be enabled only if it is
included in the license that is applied to the MYOB Acumatica instance.
|
| Email Accounts (SM204002) form |
Make sure that a system email account is created with incoming mail processing activated and the Submit to Incoming Documents check box selected on the Incoming Mail Processing tab. Important: This configuration is
needed only if you want automatically submit PDF attachments of
incoming emails for recognition.
|
| Rebuild Full-Text Entity Index (SM209500) form | Rebuild search indexes before you start using the AP Document Recognition Service feature. For details, see Building Search Indexes. |
Project-Related Recognition Checklist
If you are planning to recognize project-related AP documents from PDF files, you make sure that the following additional configuration steps have been performed, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) form |
Make sure that the following features are enabled:
|
| Projects Preferences (PM101000) form, General tab | Make sure that the integration of project accounting and accounts payable is enabled—that is, the AP check box is selected in the Visibility Settings section on the Projects Preferences (PM101000) form. |
| Projects (PM101000) form, Summary tab | Make sure that for each project for which you plan to recognize AP documents, the AP check box is selected in the Visibility Settings section on the Projects Preferences (PM101000) form. |
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you perform instructions similar to those described in AP Documents from PDFs: Process Activity.