The NetSuite inbound e-document custom record was used to manage and monitor the e-document as they underwent the conversion process.

The FlowAP Document custom record is used to manage and monitor the e-document as they undergo the conversion process.

Legacy INFlow did not support the manual upload of XML and PDF files for conversion.

FlowAP Conversion supports the manual upload of XML and PDF files by creating a new FlowAP document and attaching the XML and PDF file.

Legacy INFlow did not have a process for excluding an e-document from the conversion process.

The FlowAP Document has a close button that can be used to remove the e-document from the processing list. This is useful for transactions that was already created manually outside FlowAP conversion.

Unable to directly access the created AP transaction from the inbound e-document.

The FlowAP Document hyperlinks the created AP transaction for easy access.

Open

Example

Less precise audit trail.

More precise and comprehensive audit trail.

Only allows issue resolution through inbound-document fields.

FlowAP document now supports the following fields for issue resolution:

• Subsidiary

• Vendor

• Transaction Date

• Reference Number

• PO/Bill Reference Number

• JSON Data (With Audit Trail)

• XML correction (With Audit Trail)

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.

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

Does not have access to the INFlow monitor.

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.

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

Legacy INFlow uses the outdated floating PDF preview for the full-access user interface.

FlowAP now has a PDF split view for the full-access user interface.

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.

• 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.

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.

Via the FlowAP Document

• View a converted FlowAP Document.

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

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.