Overview

AP Automation - Workday

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

Documentation Notice
Overview
Introduction
Data Flow Between OnBase and Workday
Integration with OnBase
Licensing
Simplified Licensing
Optional Licensing
Legacy Licensing
Installation
Requirements
Supported Operating Systems
Microsoft .NET Framework Requirements
Databases Supported
Microsoft SQL Server
Oracle
SAP SQL Anywhere
Database/File Servers
Server Supported Operating Systems
64-Bit C++ Requirements
Hyland Software - Microsoft Windows Updates
Windows 10 Updates
Third-Party Software Compatibility
About Virtual Environments
64-Bit Support Statement
Windows User Account Control Statement
Installation
Install OnBase Studio
Install Unity Client
Install the EIS Hyland BizTalk Adapter
Installing the LOB Broker Relay Service
Server OS Prerequisites
Workday System Prerequisites
Workday DLLs
LOB Broker Relay Service Configuration File
LOB Broker DLLs
Configure the LOB Broker Relay Service
Server/OS Prerequisites
Workday Prerequisites
LOB Broker Relay Service Configuration File
Import WorkView Files Into OnBase Studio
Configuration
Configuration Overview
Workday Configuration
Create Integration System Users
Create an Integration Security Group
Enable the Document Link Field
Required Custom Reports
OnBase Configuration
Workday Configuration Editor
Application Server Web.config Settings
LOB Broker Integration Section
Set The LOB Broker Relay Service Endpoint
Set the API_Type and Schemas_DLL
LOB Broker Web.config Settings
Uncomment the Workday Config Section
Uncomment the Workday DataSource Section
Enable the Workday ERP Integration Section
Add Workday Supplier Invoice ID
Add Custom Organization Values
Add Device Type Values
Allow Insecure Connection
Comment Out Non-Workday LOB Systems
Service Behavior Settings
<serviceMetadata> Section
<serviceCredentials> Section
ERP Bindings
Client Attributes
Workday Tenant Information
Usage
Automated Workday Integration with AP Invoice Processing
Invoice Processing
Processing PO Invoices
Purchase Order Line Pairing
Processing Non-PO Invoices
Add Line Items to the Non-PO
Viewing the Life Cycle Queue
Credit Memo Life Cycle Workflow
Reviewing an Invoice in OnBase
Canceling and Removing Invoices
Canceling an Invoice
Removing an Invoice
Viewing Voucher Information

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