Working with Invoices in Workflow - 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

AP Automation - SAP uses OnBase Workflow to process invoices once they have been captured and indexed into the solution. In Workflow, you can review invoice documents and data forms, perform GL coding for non-PO invoices, and post invoices to the SAP system.

To access the Workflow layout in the Unity Client, click the Workflow button in the Home tab of the ribbon.

The Workflow layout is displayed with the SAP life cycle and its configured queues. In a typical solution, this life cycle is named SAP Document Lifecycle.

Note:

Due to the highly customizable nature of AP Automation - SAP, your solution may differ from of the details in this documentation. For information on the life cycles, queues, ad hoc tasks, or other features that have been customized for your solution, contact your first line of support.

See the following sections for more information on interacting with SAP invoices in the Workflow layout: