Manually Importing Invoices - AP Automation - SAP - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AP Automation - SAP

Platform
OnBase
Product
AP Automation - SAP
Release
Foundation 22.1
License
Standard
Essential
Premier

To manually import invoices for AP Automation - SAP, create a WorkView invoice data form for each invoice and attach the invoice image document to the WorkView object.

Note:

It is important to first create and complete the WorkView invoice data form, and then import the image document as an attachment to the data form. This enables you to use data lookups on the data form and use the entered data to automatically index the image document when importing.

The process of completing the invoice data form is different depending on whether the invoice is a PO invoice or non-PO invoice. See the following for each type of invoice:

Once you have imported an invoice into OnBase, the document automatically enters Workflow for processing. See Working with Invoices in Workflow to continue interacting with invoices that you have imported.