Setting Up an ERP System - Intelligent Capture for AP - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Intelligent Capture for AP

Intelligent Capture for AP
Foundation 23.1

If you are setting up a solution using the First Time Setup option, you are first prompted to create an ERP system to use in your solution.

To use ICAP processing, your database must have a representation of the Enterprise Resource Planning (ERP) system from which the vendor data is derived. This feature allows you to manage vendor data from multiple ERP systems while keeping the data from each ERP system separate.

At least one ERP system record must be configured to use ICAP processing. Even if an ERP system is not being used in your environment, simply create a generic ERP system configuration record.

To set up an ERP system as part of first time setup:

  1. From the AP Configuration Options screen, select First Time Setup and click Next.

    The ERP System Setup screen is displayed.


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

  2. To create a new ERP system record, 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.
  3. 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.


    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.

  4. Click Next to proceed to the next step in first time setup.