Prerequisites

You need to complete the steps below before you can begin processing documents and generating invoices.

The license for AP Automation is required. You need to update the license before installing the hotfix.

You need to register your company and organization so you can connect to Sage Network.

Register a company

Open: Administration > Administration > Licenses > Companies

This process includes creating a record for an existing company and registering it with AP Automation. At the completion of this process, an accounts payable email address is assigned. You can provide this email to suppliers so that they can send invoices to this email to be processed. The email is associated with Sage AI services; you do not receive these emails in your company's inbox.

Before you can register a company with the Sage AI service, you need to make sure that the organization is already created.

See the technical help on Organizations for details.
  1. Navigate to the Companies function under Licenses, referenced above.
  2. Select New company.
  3. For Organization, enter a unique name and the relevant endpoint.
  4. For X3 company code, select the company you want to register.
  5. Save the record.
  6. Next, select Register AP automation to register with the service.
  7. When the registration is complete, in the AP automation block, the Customer ID and Accounts payable email fields display the returned values.
Give this AP Automation email address to suppliers so they can send invoices directly to the Sage AI service. Remind them to use Accepted file types.

General settings

The following settings are required to view all functions mentioned in the guide and to connect to Sage Network.

Activity codes

The SNAP – AP Automation activity code, which is available if you have the AP Automation license, needs to be active. When this code is active, the following codes are activated at the same time:

EINAP - E-invoicing/AP automation

SAPEI - E-inv./AP autom./Sage Network

Parameters

To use the standard script for data mapping, set the SNAPSTDSCP - AP automation standard script parameter (TC chapter, INV group) value to SNLIBAPAUT.