This article describes the custom components in Epicor required for ingesting PDF AP invoices.

All code libraries must be deployed to both the main and EMA installation.

Name: Pre Submit APInv Process

Purpose: Attaches automation to the scheduled process.

Name: Post Submit APInv Process

Purpose: Attaches automation to the scheduled process.

Name: Block Unauthorized Editing

Purpose: Stop users not members of the "Total Agility (P2P) review" group from modifying dashboard records.

Name: Reprocess Notification

Purpose: Notify user that dashboard record has been marked for reprocessing and when it will be processed.

Name: APInv Pre UDTesting

Purpose: Trigger testing methods from user codes.

Name: APInv Post UDTesting

Purpose: Trigger testing methods from user codes.

Name: Reprocess APInv when received

Purpose: Marks dashboard for reprocessing when a receipt with the same PONum is receipted.

Name: Auto AP Invoice

Purpose: Menu folder

Name: Auto AP Scheduler

Purpose: Attaches automation to the scheduled process.

Name: Auto AP Invoice Review

Purpose: Review and process ingested invoices.

Name: AUTO_APINV_SCHED

Purpose: Customization for the screen that Attaches automation to the scheduled process.

Name: JPGAL_APInv_Review

Purpose: Dashboard for processing and reviewing ingested invoices.

Name: JPGAL_APInv_UDReview

Purpose: Used in the dashboard for processing and reviewing ingested invoices.

Name: JPGAL_APInv_ChangeLog

Purpose: Used in the dashboard for processing and reviewing ingested invoices.

Name: JPGAL_Kofax_XRef

Purpose: Used in the REST call from Kofax to confirm the Supplier reference is valid.

Name: AP Invoice - Only create head

Purpose: When invoices are processed from suppliers with this attribute, the automation will only create the invoice head.

Name: AP Invoice - Hold Invoices

Purpose: When invoices are processed from suppliers with this attribute, the automation will place them on hold.