Configuration
Configuring PROCESSIT
Configuration should only be performed by administrators. Changed settings overwrite previous settings. You can only undo changes by saving a new configuration.
Configuration of some administrative roles requires SQL knowledge and access to the Oracle SOA server database tables. Basic xml knowledge is an advantage.
PROCESSIT document approval workflows can be configured in a number of ways to fit the overall requirements of the business document approval processes. To configure the application you must be workflow administrator and have the BPMWorkflowAdmin role assigned. The workflows are controlled by configuration parameters that determine the behavior of central workflow elements. These parameters can be easily configured via the Configuration Manager module accessible from the Console Worklist.
PROCESSIT reuses process-critical settings from Oracle E-Business Suite. Configuration of for instance approval limits, document routing and approval limits are controlled by the settings applied in Oracle E-Business Suite. These workflow procedures are therefore dependant on the setup created in the ERP system and changes to configuration should be made directly in the Oracle system.
Additional applications
In order to configure the full document handling process, the following applications must also be configured in accordance with your required business processes.
PROCESSIT plug-in
The PROCESSIT plug-in determines the settings for import of master data from Oracle E-Business Suite to INVOICES and the rules for transferring data from INVOICES to PROCESSIT.
INVOICES
INVOICES is the OCR capture part of the document workflow solution. For details regarding installation and configuration of INVOICES, please refer to standard INVOICES documentation available from ReadSoft.
REPORTER
REPORTER is the key performance indicator and document statistics part of the document workflow solution. For details regarding installation and configuration of REPORTER, please refer to standard REPORTER documentation available from ReadSoft.