Importing Vendor Data into a System - Intelligent Capture for AP - Foundation 23.1 - Foundation 23.1 - Ready - OnBase

Once you select Import from the AP Import/Export screen and proceed, the ERP System Setup screen is displayed.

Note:

The date and time in the Last Vendor Update column is based on the time and time zone of the OnBase database.

Confirm the Configured ERP Systems list to ensure that you have ERP systems into which you can import vendor data. At least one ERP system is required. You can add, modify, or delete ERP systems if needed.

To add a new ERP system, type the name of the ERP system in New ERP System Name and click Add. The ERP system is added to the Configured ERP Systems list.
To modify previously configured ERP systems, select the ERP system in the Configured ERP Systems list and perform one of the following:
- Click Edit to rename the ERP system. The Edit ERP System dialog box is displayed, allowing you to type a new name and click Submit.
- Click Delete the delete the ERP system. This action deletes all vendor data associated with the ERP system, as well as all scan queue mappings, Document Type mappings, and Keyword Type mappings associated with the ERP system. The user's password is required to confirm the deletion.
CAUTION:
The Unlock button should only be used if a pre-existing ERP system has become locked due to an unexpected issue. Unlocking an ERP system during an active vendor data update could result in data conflicts for the Intelligent Capture for AP engine. For more information, contact your first line of support.

Click Next >. The ERP System Mapping screen is displayed.

On this screen, you must map the ERP systems that exist within your OnBase system (the target ERP systems) to the ERP systems being imported from the import XML file (the source ERP systems).

To add a new mapped import ERP system pair:

From the Target System ERP's list, select an ERP system.
From the Source ERP's list, select the import ERP system you want to map to the target ERP system.
Click Add. The mapped pair is added to the Mapped ERP Systems list.

To remove a mapped import ERP systems pair:

From the Mapped ERP Systems list, select the mapped pair you want to remove.
Click Remove. The mapped pair is removed from the Mapped ERP Systems list, and the target ERP system and import source ERP system from the pair are added back to the Target System ERP's and Source ERP's lists, respectively.

When finished mapping import ERP systems, click Next >. The Import Scan Queue Mapping screen is displayed.

On this screen, you must map the scan queues that exist within your OnBase system (the target ICAP scan queues) to the scan queues being imported from the import XML file (the source scan queues).

To add a new mapped import scan queues pair:

From the Target ICAP Scan Queues list, select a scan queue.
From the Source ICAP Scan Queues list, select the scan queue you want to map to the scan queue.
Click Add. The mapped pair is added to the Mapped Scan Queues list.

To remove a mapped import scan queues pair:

From the Mapped Scan Queues list, select the mapped pair you want to remove.
Click Remove. The mapped pair is removed from the Mapped Scan Queues list, and the target scan queue and import source scan queue from the pair are added back to the Target ICAP Scan Queues and Source ICAP Scan Queues lists, respectively.

When finished mapping import scan queues, click Next >. The Import Document Type Mapping screen is displayed.

On this screen, you must map the Document Types being imported to Document Types that exist within your OnBase system.

To add a new mapped import Document Type pair:

From the Scan Queue Selection drop-down list, select the scan queue configured for the Document Type you want to map.
From the ERP Selection drop-down list, select the ERP system containing vendor identification data for the selected scan queue.
From the Target System Document Types list, select an OnBase Document Type.
From the Import Document Types list, select the import Document Type you want to map to the OnBase Document Type.
Click Add. The mapped pair is added to the Mapped Document Types list.

To remove a mapped import Document Type pair:

From the Mapped Document Types list, select the mapped pair you want to remove.
Click Remove. The mapped pair is removed from the Mapped Document Types list, and the OnBase Document Type and import Document Type from the pair are added back to the Target System Document Types and Import Document Type lists, respectively.

When finished mapping import Document Types, click Next >. The Import Keyword Type Mapping screen is displayed.

On this screen, for each mapped import Document Type pair, you must map the Keyword Types being imported to Keyword Types that exist within your OnBase system.

From the Selected Mapped Scan Queue drop-down list, select the mapped scan queue configured for the Document Type pair and Keyword Types you want to map.

From the Selected Mapped Document Type drop-down list, select the mapped import Document Type pair for which you want to map import Keyword Types. Single-instance and multi-instance Keyword Types that have been configured for the OnBase Document Type in the selected Document Type pair are displayed in the Target System Keyword Types and EIM Multi-Instance Keyword Types lists, respectively.

Tip:

You can map OnBase multi-instance Keyword Types to the corresponding import Keyword Types to assist in line item extraction during ICAP processing. To add a new multi-instance Keyword Type pair, proceed to step 16.

To add a new mapped, single-instance, import Keyword Type pair:

From the Target System Keyword Types list, select an OnBase single-instance Keyword Type.
From the Import Keyword Types <==> Capture Data Types list, select the import Keyword Type/Capture Data Type pair you want to map to the OnBase single-instance Keyword Type.

Note:
While the import Keyword Types are automatically mapped to the pre-configured Capture Data Types, you must manually map these newly imported Keyword Types to the appropriate Keyword Types that already exist within your OnBase system.

Note:
At a minimum, you must map the Vendor Name and Vendor Number import Keyword Type/Capture Data Type pairs to the appropriate Keyword Types that exist within your OnBase system. These pairs are highlighted in red in the Import Keyword Types <==> Capture Data Types list, and they must be mapped before you can proceed.
Click Add. The mapped single-instance pair is added to the Mapped Keyword Types list.

Note:
Although the pre-configured Capture Data Type is included in the mapping selection, it is omitted from the Mapped Keyword Types list (i.e., only the OnBase single-instance Keyword Type and the import Keyword Type are reflected in the newly mapped pair).

To add a new mapped, multi-instance, import Keyword Type pair:

From the EIM Multi-Instance Keyword Types list, select an OnBase multi-instance Keyword Type.
From the Import Keyword Types <==> Capture Data Types list, select the import Keyword Type/Capture Data Type pair you want to map to the OnBase multi-instance Keyword Type.

Note:
While the import Keyword Types are automatically mapped to the pre-configured Capture Data Types, you must manually map these newly imported Keyword Types to the appropriate Keyword Types that already exist within your OnBase system.

Note:
At a minimum, you must map the Vendor Name and Vendor Number import Keyword Type/Capture Data Type pairs to the appropriate Keyword Types that exist within your OnBase system. These pairs are highlighted in red in the Import Keyword Types <==> Capture Data Types list, and they must be mapped before you can proceed.
Click Add. The mapped multi-instance pair is added to the Mapped Multi-Instance Keyword Types list.

Note:
Although the pre-configured Capture Data Type is included in the mapping selection, it is omitted from the Mapped Multi-Instance Keyword Types list (i.e., only the OnBase multi-instance Keyword Type and the import Keyword Type are reflected in the newly mapped pair).

To remove a mapped import Keyword Type pair:

From either the Mapped Keyword Types or the Mapped Multi-Instance Keyword Types list, select the mapped pair you want to remove.
Click Remove. The mapped pair is removed from either the Mapped Keyword Types or the Mapped Multi-Instance Keyword Types list, and the OnBase Keyword Type and import Keyword Type from the pair are added back to the Target System Keyword Types / EIM Multi-Instance Keyword Types list and the Import Keyword Types <==> Capture Data Types list, respectively.

When finished mapping import Keyword Types, click Upload.

Once the upload is complete, click Next >. The Summary screen is displayed.

A brief summary of your configuration settings is listed. Once you are finished reviewing the summary, do one of the following:

To save your configuration changes and return to the Product Selection screen, click Continue Configuration.
To save your configuration changes and close the Data Capture Configuration window, click Finish.