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Introduction of the FlowAP Dashboard Portlet

How to Use the FlowAP Documents Portlet

The FlowAP Dashboard portlet replaces the Electronic Documents portlet. It provides an overview of the FlowAP Documents with status and links to the transactions list. From the portlet, users can access the Flow Gateway Dashboard and the Document Conversion Report.

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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