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Legacy INFlow

FlowAP Version 3.2.0

The NetSuite Electronic Documents portlet was used to monitor Inbound e-document statuses.

The FlowAP Documents portlet is used to monitor the FlowAP Document statuses.

❌ The electronic documents portlet was shared between NetSuite Electronic Invoicing for both:

  • Outbound e-documents (sales e-invoices) processed by NetSuite Electronic Invoicing.

  • Inbound e-documents (purchase e-invoices) processed by INFlow.

(tick) The FlowAP Documents portlet is solely used to monitor inbound e-documents for processing by FlowAP.

❌ Does not have access to the INFlow monitor.

(tick) Introduces the FlowAP Gateway monitor which is used to monitor incoming e-documents from FlowAP Gateway.

❌ Does not have a preview of aging e-documents.

(tick) Shows an aging report of e-documents that are not converted.

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For more on how setup/use the new portlet, see our documentation below:
How to Use the FlowAP Documents Portlet

Improvement in Full Access Users' PDF File Preview

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Use Case

Legacy INFlow

FlowAP

How does a user find the status of e-documents?

The user uses the electronic documents portlet.

The user uses the FlowAP Documents Portlet.

How does a user review detailed information about an e-document for conversion?

The user reviews the details of the Inbound e-document record.

The user reviews the details of theFlowAP Document record.

How does a user resolve conversion issues for inbound e-documents? (Example: setting or replacing the vendor in the e-document)

  • View and Edit the Failed E-Inbound Document.

  • In the Vendor field, select the correct vendor

  • Hit Save.

  • Click the Convert button.

  • View and Edit the Failed FlowAP Document

  • In the Vendor field, select the correct vendor.

  • Change status to Incomplete.

  • Hit Save.

  • Click the Process button.

How does a user manually upload an inbound e-document?

❌ Not Supported.

(tick)

  • Navigate to FlowAP > FlowAP Processing Status > FlowAP Documents > Click New.

  • Assign a Name to the FlowAP Document.

  • In the XML file reference field, click the + button and attach file.

  • In the PDF file reference field, click the + button and attach file.

  • In the Status field, select Received.

  • Hit Save.

  • Hit the Process button.

Is the created transaction easily accessible from the e-document? (Example: Bill)

❌ Via the Inbound E-document Record:

The inbound E-document does not have a direct link to the converted bill. The user needs to search for the Bill using the global search bar as an additional step.

(tick) Via the NetSuite User Interface

  • Navigate to Transactions > Payables > Enter Bills > List.

  • Click to View Bill Record.

  • Under the E-Document subtab, the Inbound E-Document field links back to the Inbound E-Document record.

(tick) Via the FlowAP Document

  • View a converted FlowAP Document.

  • The Converted Transaction field links to the Bill transaction created.

(tick) Via the NetSuite User Interface

  • Navigate to Transactions > Payables > Enter Bills > List.

  • Click to View Bill Record.

  • Under the FlowAP Subtab, the [STA] FlowAP Document field links back to the FlowAP Document.

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