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Solutions: Overview

Solutions are a collection of settings and objects that control the flow of a specific set of documents through the system. They are used to separate the document-handling process for different documents. For example, a tax authority could use one solution to process tax forms the year 2011 and another for the year 2012.

Invoices can be processed separately in the Invoice modules, which contain special functionality for those types of documents. Invoice profiles and job descriptions contain the settings that control the flow of invoices in the system.

Available solution objects

Solution policies (optional)

Solutions inherit most of their policies from the system's global policies. However, some of them can be overridden by adjusting the policies that apply to a specific solution.

Documents (required unless compound documents are specified)

Tells the program which documents to process for this solution.

Compound documents (required if documents are not specified)

Tells the program which compound documents to process for this solution.

Batches (optional)

Tells the program which batches to process for this solution.

Productiontasks (required)

Specifies the activities that are needed to process the documents.

Invoice profiles (optional)

Tells the Invoice modules how to process an invoice. You must also create a document specification for the invoice.

Job descriptions (optional)

Describes what you want the Invoice Verify module to do. For example, it tells the the Invoice Verify module which invoices you want to verify.

Maintenance tasks (optional)

Specify the maintenance tasks used to keep the solution running smoothly

Planning a solution

Setting up a solution

Customer order solutions

Invoice solutions

Solutions: Versions and statuses