Before You Begin

This 15-minute OBE shows you how to create application and report versions required for running the invoice processing.

What Do You Need?

To perform the steps in this OBE, you must have extracted the values from the document understanding JSON output as explained in the preceding OBE.

Creating Application Versions

1. Log in to the JD Edwards EnterpriseOne environment where you want to run the test.
2. Navigate to G04318, select Store and Forward Batch Voucher Revision and right-click to Versions.
3. In the Work With Versions window that opens, select Versions List from the Row menu.
4. In the Work With Interactive Versions, click Add to add a new version or copy the version ZJDE0003.
   
   1. Version: Enter AITEST.
   2. Enter a Version Title if desired.
   3. Click OK to save the new version.
   4. On the Interactive Versions screen, search for and select the version that you just created for Voucher Entry.
   5. From the Row menu, select Processing Options.
   6. On the Defaults tab, set the Default Automation Flag in Add Mode processing option to 1.
      

      You may leave the other processing options as blank.

      

   
   
   1. Click OK to save the processing options.

Creating Report Versions

1. Log in to the JD Edwards EnterpriseOne environment where you want to run the test.
2. Enter BV in the Fast Path to access the Batch Versions program.
3. In the Work With Batch Versions window that opens, enter the Batch Application as R4304016 Voucher Match Automation UBE for Automation Rule 01. Click Add to add a new version or copy the version XJDE0002.
   
   1. Version - Enter AITEST.
   2. Enter a Version Title if desired.
   3. Click OK to save the new version.
   4. On the Batch Versions screen, search for and select the version that you just created for the Voucher Match Automation UBE for Rule 01.
      
   5. From the Row menu, select Processing Options.
      
   6. On the Defaults tab, set the Proof, Final or Suggested Mode processing option to 1 to run the report in Final mode.
      

      

   7. On the Process tab, set the Match Process for Single Voucher Per Invoice processing option to 1 to match for single voucher per invoice.
      

      

      You may leave the other processing options as blank.

   8. Click OK to save the processing options.
      
4. Navigate to G43B15, select Automation Voucher Match Process – Non logged voucher and right-click to Versions.
   
5. In the Work With Batch Versions window that opens, click Add to add a new version or copy the version XJDE0001.
   
   1. Version - Enter AITEST (same as the version for the previous report).
   2. Enter a Version Title if desired.
   3. Click OK to save the new version.
   4. On the Batch Versions screen, search for and select the Version that you just created for the Voucher Match Automation Driver UBE.
   5. From the Row menu, select Processing Options.
   6. On the Versions tab, set the Voucher Match Automation UBE for Automation Rule 01 (R4304016) processing option to AITEST.
      

      

   7. On the Process tab, set the Single Voucher Per Invoice processing option to 1 to create single voucher per invoice. Then, set the Override Tax Amounts (applies to automation rules 01, 02, 04, 07 and 08 only) processing option to 1 to override tax amounts.

      

   8. On the New Order Line tab, set the Override Tax Amounts processing option to 1 to override tax amounts.
      

      

      You may leave the other processing options as blank.

   9. Click OK to save the processing options.