Workday System Prerequisites - AP Automation - Workday - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AP Automation - Workday

Platform
OnBase
Product
AP Automation - Workday
Release
Foundation 23.1
License
Standard
Essential
Premier

The following steps must be completed in the Workday tenant before it is ready for integration. These steps are typically done by the customer.

  1. Integration Server Creation. OnBase requires that an integration server is created.
  2. DocPop configuration. If your AP Automation - Workday solution includes DocPop, a DocPop link is added to the invoice document in OnBase as part of the invoice upload. The SAP system needs to have an understanding of what that link looks like. DocPop configuration will vary depending on the SAP system. Contact your first line of support for more information about configuring DocPop.
    Note:

    While DocPop is preferred, there may be some instances in which the Quick Access Viewer is a better fit for your solution. See the Quick Access Viewer module reference guide for more information.