Usage

IAConnect

Platform: OnBase
Product: IAConnect
Release: Foundation 23.1
License

Documentation Notice
Overview
About IAConnect
Licensing
Installation
Requirements
General Requirements
Required Modules
Costpoint Versions Supported
Client Limitations
Licensing
Upgrade Considerations
Installing IAConnect
Troubleshooting
Excessive GL Line Data
Docs for Deltek Reports are Not Generated
Old Log Files need to be Cleaned Up
Contacting Support
Configuration
Overview
Configuring the Approval Process
Configuration: Notifications
Configuring Notifications in OnBase Studio
Creating New Notifications
Checking Notifications In and Out
Checking In
Checking Out
Configuring the Subject
Archived Notifications
Archived Notifications Keyword Types
Configuring Archived Notifications
Creating Content for Plain Text Notifications
Creating Content for Formatted Notifications
Inserting an Image
Formatting Text
Font
Size
Font Color
Style
Alignment
Indentation
List Styles
Page Color
Tables
Inserting a Table
Drawing a Table
Creating a Custom Table
Resizing a Table
Deleting Table Content
Deleting Tables
Hyperlinks
Inserting a Hyperlink
Editing a Hyperlink
Configuring Tokens
Splitting the Editor Pane
Reverting Changes to Notifications
Converting Plain Text Notifications to Formatted Notifications
Editing an Existing Notification
Renaming a Notification
Generating a Test Notification
Publishing a Formatted Notification
Using Versions of a Formatted Notification
Spell Check
Supported Dictionaries
Notification Shortcuts
Configuration: Customer Configuration for IAConnect
Using Customer Configuration for IAConnect
Customer List
Adding a New Customer
Deleting a Customer
Configuration Settings
Administrator Settings
Costpoint Cloud Settings
D4D Sql Settings
Post Pre Processor Web Service Settings
GL Import Settings
Available Options
Customer Details
Email Setup
Email Notification Types
Legacy IAConnect Notifications
Database Connection Settings
Costpoint Connection Settings
Costpoint AP Parameters
Expense Types
Expense Levels
Segment IDs
IAConnect Document Types
IAConnect Departments
IAConnect Tolerance Settings
IAConnect Queue Configurations
Lifecycle Selection
Accrual Report Queues
Sample Accrual Detail Report
Sample Accrual Summary Report
Job Queue Configuration
OpenQuantityAndAmount
2Way 3Way Matching
IAConnect Invoice Matching
Invoice Matching Options
Duplicate Matching
IAConnect Other Settings
Voucher Number Settings
Directory Path Settings
Misc IAConnect Settings
Ignore Misc Type Values for PO Match
Import Validation Source
Require PLC for Labor Accounts
Use Placeholder PO Line Charges
Allow Zero Amount on PO Lines
Number Of PO Release Digits Allowed
PO Number Sorting Order
Credit Card Terms
IAConnect Flags
Web Integration Console Settings
Configuration: GL Coding
Configuring for GL Coding
IAConnect Configuration for GL Coding
Customer Configurator Settings for GL Coding
Expense Types
Expense Levels
Project Segment IDs
Web.config File Settings
AutoFill Feature on Proj/Org/Acct Fields
Abbreviation Field Usage Setting
Effective Billing Date Usage Setting
IAConnect Args Expiration Hours
Maximum Form Collection Keys Setting
Multicurrency Control Location
PO Line Charges URL Expiration Hours
PO Line Editor Control Location
PO Viewer Control Location
PO Voucher Line Merge
Project Required for Vendor Labor Setting
Receiving Viewer Control Location
Show Project Period of Performance Warning
Costpoint Configurations for GL Coding
PO Voucher Settings
Charge Code Change
Manage Project User Flow
Manage Accounts
Manage Project Account Groups (PAGs)
Manage Organization Elements
Link Accounts/Organizations
Manage Vendors
Manage Line Charge Types
Manage Sales or Value Added Tax
Company Calendar
Costpoint Project Labor Setup
Configuration: IAConnect and Costpoint Web Integration Console
Introduction
Terms Used
Default File Locations
Installation and Configuration
Run the Installer
Copy the Template Files
Import the Export Modules
Build and Deploy
Configure the Docs for Deltek Web.config File
Connection Settings
Costpoint Connection Settings
Template File Locations Settings
IAConnect Web Services URLs Settings
Configure the Import Services Web.config File
Test Integration Modules (Optional)
CIS Template Files Explained
CIWS XML Formats for PO and AP Vouchers
PO XML Structure
AP XML Structure
Settings That Require Template Changes
Charge Code Change Option Set to True in Costpoint
Passing Null Keyword Type Values to Costpoint
Configuration: Post Processor
Overview
Post Processor Service
Process Logic
Workflow Configurations
ITP - Costpoint Direct Import Queue
ITP - Costpoint Preprocessor Queue
ITP - Post Release to ERP Queue
Keywords Used
Configuration Settings
Post Processor Service Code Location
Post Processor Configuration File Settings
appSettings Section
Client Section
Binding Section
Docs for Deltek Configuration File Settings
Usage
Overview
Usage: Invoice Processing and Approval
Using IAConnect for Invoice Processing and Approval
Logging In
Processing Invoices: Overview
Capture
Initial Review
Approvals
Final Review
Additional Invoice Approval Processing
Supervisor
Rejections
Approval Admin
Capturing Invoices
Scanning Invoices
AP Initial Review Queue
Accessing the AP Initial Review Queue
AP Initial Review Queue Ad Hoc Tasks
Indexing Invoices
Indexing Fields
Performing a Vendor Search
Multicurrency Invoice Amount Entry for Non-PO Invoices
Editing PO Line Item Information Using the PO Line Editor
Using the PO Line Editor
Viewing Additional Information in the PO Line Editor
Invalid PO Lines in the PO Line Editor
Approval Queue
Email Notifications
Accessing Outstanding Approvals
Approval Queue Ad Hoc Tasks
Approval GL Coding Header View
Approval GL Coding Line Detail View
AP Final Review Queue
Additional Invoice Processing Queues
Supervisor Queue
Rejected Queue
Approvals Admin Queue
Invoice Ancillary Functions
Buyer Queue
Vendor Maintenance Queue
Requestor Queue
Invoice PO Matching (2-Way and 3-Way Matching)
Receiving Mismatch Queue
Amount Mismatch Queue
Mismatch Ad Hoc Tasks
Invoice Timer Processing
Costpoint Legacy Preprocessor Queue
Costpoint Direct Import Queue
Import Process Exceptions Queue
Post Release to ERP Queue
Usage: GL Coding Control
Using GL Coding Control
Line Detail View
Primary Expense Fields
PO Line Field
PO Line Field Attributes
PO Line Field Rules
Project Fields
Project Fields Attributes
Project Fields Rules
Account Fields
Account Fields Attributes
Account Fields Rules
Org Fields
Org Fields Attributes
Org Fields Rules
Description
Allocation Percentage
Quantity
Unit Cost
Amount
Labor Entry Fields
GLC Code
PLC Code
Automatically Populating the PLC Code Field
Vendor Empl
Hours
Effective Bill Date
Tax Information Fields
Taxable Code
Tax Code
Tax Amount
Other Fields
Miscellaneous Type
1099 Check Box
1099 Type
PO Line Charges
Notes Button
RQ Notes Button
Multicurrency Button
Reconciliation Indicator
Expense Line Buttons
PO Line Item Charges
PO-Based Edit Warnings
Find and Replace in GL Coding
Header View
Vendor Information Section
PO and Receiving Information Section
Notes Section
Invoice Information Section
Payment Terms Section
Approval Information Section
Accounting Period Section
Usage: Import GL Data Specifications
Importing GL Data Specifications
Import Header
Import Detail
Notes on Import GL Data Specifications
Import GL Data Error Return Codes
Using the Import Message Viewer
Usage: Check Request Form
Using the Check Request Form
Completing the Check Request Form
Uploading Attachments for a Check Request
Usage: IAConnect Reports
Overview
Glossary of Terms
IAConnect Terms
General Terms
Calendar Terms

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