How to add the FlowAP Document Portlet to the NetSuite dashboard
Log in to your NetSuite account.
On your home dashboard, click Personalize.
Click SuiteApps.
Click FlowAP Documents Portlet.
Understanding the Portlet contents
FlowAP Document Status Count
6 FlowAP Document statuses are displayed on the portlet.
Portlet Description | FlowAP Document Status | Status Count | |
|---|---|---|---|
Received FlowAP Documents | Received | Total count of FlowAP documents with received status. | |
Converted FlowAP Documents | Converted | Total count of FlowAP documents with converted status. These are FlowAP documents that have been successfully converted to NetSuite transactions. | |
FlowAP Documents for Processing | Processing | Total count of FlowAP documents currently undergoing processing. | |
FlowAP Documents for Conversion | Converting | Total count of FlowAP documents currently undergoing conversion. | |
Incomplete FlowAP Documents | Incomplete | Total count of FlowAP documents that did not complete the processing stage. Documents that failed to be processed has issues related to XML data. | |
Failed FlowAP Documents | Failed | Total count of FlowAP documents that did not complete the conversion stage. Documents that failed to be converted has issues related to NetSuite data. |
How do I resolve FlowAP Documents that are Incomplete?
How do I resolve FlowAP Documents that are Failed?
FlowAP Incomplete/Failed Document Conversion Aging Report
The report shows the 10 oldest FlowAP documents that are still waiting to be converted.
Clicking on the link will open the complete report in a new tab.