Setup and configuration
3 minute read
Assisted Setup for Pryme AI for AP
- Install the AI for AP app.
- Choose the 🔎 icon, enter Assisted Setup, and choose the related link.
- Alternatively, click the settings button (⚙️) in the top right corner and select Assisted Setup.
- In the Assisted Setup page, find the section for Pryme AI for AP and click Setup Pryme AI for AP.
- Ensure an Email Account is set up in Business Central. If not, click the Setup Email Account button, follow the prompts to configure your email, and send a test email to confirm the setup.
- Enter or confirm your company details and contact information.
- After entering your company information and clicking Next, the next step will prompt you to open the Pryme AI for AP Account setup page.
- In the Pryme AI for AP Account setup page, enter the same password in the Password, Confirm Password, and Authorization Key fields.
- Click Next to process the information and complete the registration.
- Upon completion, the email address provided to send purchase documents for processing will be available.
If you haven’t setup an e-mail account in Business central, don’t forget to send the installation details to support@prymeglobal.com.
Warning!
Important: During the password setup step, ensure that you enter the same password in the Password, Confirm Password, and Authorization Key fields. This is required for Microsoft security compliance.Tip!
We recommend having a designated email address for your purchase invoices that you inform your vendors about. On this email address, create a forwarding rule to the email address you receive at the end of the installation when setting up AI for AP (in the Send-To Email Address field).Edge
This setting is not mandatory, it just helps the user to open a PDF file in the app automatically without downloading it first. This is not a global setting; you will need to do it for each client.
- Start Microsoft Edge.
- Go to edge://settings/content/pdfDocuments.
- Toggle off the switch for Always download PDF files.
If Edge still downloads the document:
- Start Microsoft Edge.
- Open Downloads (Ctrl+J).
- Right click on one of the PDF files in the list.
- Choose Always open with system viewer.
Enabling Rejected Status for Pryme AI for AP
To use the new Rejected status in Pryme AI for AP, enable the Pryme-specific workflows in Business Central. Follow these steps:
- Choose the 🔎 icon, enter Workflows, and select the related link.
- If standard workflows are already created, disable them to avoid conflicts.
- Click New Workflow from Template.
- In the filter, search for Pryme.
- Select the appropriate Pryme workflow for your needs (e.g., Sales, Purchase Invoice, or Credit Memos).
- Click OK to create the selected workflow.
- Open the workflow you just created and enable it.
Once enabled, the Pryme AI for AP workflows will support the Rejected status.
Set posting date to document date
- Choose the 🔎 icon, enter pryme AI for AP Setup, and choose the related link.
- Activate the Enable Posting Date Change.
When you crate the Purchase invoice, the Posting date will be set to the Document date. If this is toggled off, you will get todays date as Posting date (standard Business Central).