Create New Organization window
Use this window to create a new organization.
The following settings are available:
|
Setting |
Description |
|---|---|
|
Create a New Organization from |
Select one of the following values:
The value selected affects what is in the drop-down list. The first organization must be created using a Template. |
|
Select |
Select a template or organization from the list as a base your new organization. |
|
Description |
If you select a template or an existing organization, this field is populated with the description of the selected organization. Modify the description for your new organization as appropriate. |
The following buttons are available at the bottom of the window:
|
Button |
Description |
|---|---|
|
Next |
Click to save the existing settings and to move on to the Organization: New - Organization tab window. |
|
Cancel |
Your changes are discarded and you are returned to the Organizations list. |
Templates
The following table lists the default templates available to create a new organization:
|
Template |
Description |
|---|---|
|
Generic |
This is the default configuration. This template does not include an ERP connector nor does it include the AP Agility Workflow integration. This means that all settings related to the ERP connector or the AP Agility Workflow are not available with this template. |
|
Generic with agnostic ERP |
This template includes the agnostic ERP connector. The data it accesses can be on-premise or cloud-based. For an organization that uses a cloud-based ERP agnostic connection, it is necessary to configure a Cloud Storage Connection that is then used by the ERP Connection. All settings related to the ERP connector and the AP Agility Workflow are available with this template. |
|
SAP ECC live integration |
This template uses SAP ECC for data lookup and document export. This template does not include an ERP connector nor does it include the AP Agility Workflow integration. All settings related to the ERP connector are not available with this template because that behavior is performed by SAP ECC. The settings related to the AP Agility Workflow are also not available with this template. |
|
Process Director live integration |
This template integrates with Process Director for data lookup and document export. This template does not include an ERP connector nor does it include the AP Agility Workflow integration. All settings related to the ERP connector are not available with this template because that behavior is performed by Process Director. The settings related to the AP Agility Workflow are also not available with this template. |
|
MarkView integration |
This template integrates with MarkView for data lookup and document export. This template does not include an ERP connector nor does it include the AP Agility Workflow integration. All settings related to the ERP connector are not available with this template because that behavior is performed by MarkView. The settings related to the AP Agility Workflow are also not available with this template. |
The list of templates may also include the following ERP templates depending on what ERP plugins are installed and registered on your system:
|
Template |
Description |
|---|---|
|
PeopleSoft integration |
This template uses the PeopleSoft ERP system for data lookup and document export. The settings related to the ERP connector and the AP Agility Workflow are available with this template. |
|
SAP S/4HANA Cloud ES integration |
This template uses the SAP S/4HANA Cloud ES ERP system for data lookup and document export. The settings related to the ERP connector and the AP Agility Workflow are available with this template. |
|
SAP S/4HANA On-premise integration |
This template uses the SAP S/4HANA On-premise ERP system for data lookup and document export. The settings related to the ERP connector and the AP Agility Workflow are available with this template. |
|
SAP S/4HANA Cloud EX integration |
This template uses the SAP S/4HANA Cloud EX ERP system for data lookup and document export. The settings related to the ERP connector and the AP Agility Workflow are available with this template. |
|
Oracle Financials Cloud |
This template uses the Oracle Financials Cloud ERP system for data lookup and document export. The settings related to the ERP connector and the AP Agility Workflow are available with this template. |