Process Logic - IAConnect - English - Foundation 22.1 - OnBase - external

IAConnect

Platform
OnBase
Product
IAConnect
Release
Foundation 22.1
License

This section describes the processing logic of the Post Processor service. The Post Processor service retrieves all documents in the ITP – Post Release to ERP Queue in which the Return Code Keyword Type value is set to Processed. The service then processes the documents in batches. For each batch, it takes the following steps:

  1. Fetch Check Information from Costpoint
    1. For each document in the batch, the Vendor ID, Invoice Number, and Invoice Date Keyword Types are read from the document and used to try to locate a check in Costpoint. The Voucher Number and/or Fiscal Year Keyword Types (if available) are also used to help narrow the query.
    2. If exactly one check is found, then the fetch was successful, and the check information is recorded for that document.
  2. Fetch AP Status from Costpoint
    1. For each document in the batch, the Vendor ID, Invoice Number, and Invoice Date Keyword Types are used to fetch the AP Status value from Costpoint.
    2. If the VP Tracking ID Keyword Type is not <blank> on the document, then it means this is an invoice that was submitted through VPConnect (Vendor Portal). The AP Status value from Costpoint is then used to update the AP_STATUS column in the VP_INVOICE_HDR table. This shows outside vendors the status of their payment through the AP Status field on the VPConnect interface.
  3. Update Keyword Type Values in OnBase
    1. For each document in the batch, if the Costpoint fetches were successful, the following Keyword Types are updated:
      • Check Amount

      • Check Date

      • Check Number

      • Voucher Number

      • Return Code is set to Posted

    2. In addition, if there is an ad hoc task in the ITP - Post Release to ERP Queue named Remove from Workflow, then that task is executed by the service for the document. The document is removed from the Workflow and stored in the OnBase repository.
    3. If either of the Costpoint fetches was not successful for the document, the Keyword Types Error Flag and Error Description are updated with details.