Setup and configuration

• 1: Install and configure
• 2: Basic setup
• 3: Workflows

1 - Install and configure

Install Pryme AP automation

Before you install the Pryme AP Automation app you must have an Email account set up in Business central.

Download and install the Pryme AP automation app from Microsoft appsource. When the app is installed Assisted setup starts automatically. You can configure the app now (start at 3) or do it later (start at 1).

1. Choose the 🔎 icon, enter Assisted Setup, and select the related link.
2. Find the section for Pryme AP Automation and click Setup Pryme AP automation.
3. Enter or confirm your company details and contact information.
4. Open the Pryme AP automation setup page. Enter the password for the app. Note! You must enter the same password in all the three fields. The password must be minimum 8 characters and contain at least one lowercase letter and one special character.
5. Click Next to process the information and complete the registration.
6. Upon completion, the email address provided to send purchase documents for processing will be available. This information will also be sent in an email to the contact person.

2 - Basic setup

Setup Pryme AP Automation

After installing Pryme AP Automation, you need to perform the following basic setup:

1. Choose the 🔎 icon, enter Pryme AP Automation Setup, and select the related link.

Enable Posting Date Change fast tab

To automatically set the Posting Date to match the Document Date when creating a purchase invoice:

• Toggle this option on to enable automatic synchronization of the Posting Date with the Document Date.
• If this option is toggled off, the Posting Date will default to today’s date, following the standard Business Central behavior.

Bank Details Validation fast tab

This functionality enables validation of IBAN, SWIFT, Bank Account No, Bank Branch No, on the Vendor card against an incoming document. If there is a mismatch, automatic creation of purchase documents will be blocked, and a warning will prompt manual correction. Users can override this warning and enable or disable the feature globally or on a vendor-specific basis.

If you toggle on the Default Bank Details Validation you will be prompted with a message asking if you want to apply the default values to all vendors. This will update the Vendor Cards to match the validation settings specified on the setup page.

You can decide which fields to validate when enabling the feature:

• IBAN
• SWIFT
• Back Account No
• Bank Branch No

Edge

This configuration allows users to open PDF files in the app automatically without downloading them first. Note that this is not a global setting and must be configured individually for each client.

1. Start Microsoft Edge.
2. Navigate to edge://settings/content/pdfDocuments.
3. Toggle off the switch for Always download PDF files.

If Edge still downloads the document:

1. Start Microsoft Edge.
2. Use the shortcut Ctrl+J or manually open the Downloads panel from the menu.
3. Right-click on one of the PDF files in the list.
4. Select Always open with system viewer.

3 - Workflows

Pryme AP Automation boasts a robust integration with Power Automate, offering a suite of customized document approval workflows. This integration is key to automating and streamlining the approval processes, adaptable to the unique requirements of each organization.

General Functionality of Customized Workflows

The application leverages Power Automate to create flexible and multi-layered workflows for document approval. These workflows are designed to handle a variety of scenarios and can be tailored according to the specific needs and policies of each organization. The functionality includes:

• Dynamic approval processes based on document attributes such as value, type, or project association.
• Customizable thresholds and conditions to match organizational approval hierarchies and protocols.
• Advanced automation capabilities to reduce manual intervention and speed up the approval cycle.

These workflows are underpinned by custom APIs developed for Pryme AP Automation, ensuring seamless integration and optimal performance.

Automatic API Installation

Upon installing Pryme AP Automation, these custom APIs are automatically set up in the background, eliminating the need for manual configuration. This allows users to immediately benefit from the advanced functionalities integrated into their Power Automate environment.

Importing Workflows into Power Automate

The Power Automate workflows, while crafted for Pryme AP Automation, require a simple import process:

1. In Power Automate, go to the ‘My flows’ section.
2. Select ‘Import’, and then choose the flow package provided with Pryme AP Automation.
3. Follow the prompts to complete the import process.

The integration of Power Automate with Pryme AP Automation marks a significant advancement in automating document approval processes, ensuring adaptability and efficiency in workflow management.

Enabling Rejected Status

To use the new Rejected status in Pryme AP Automation, enable the Pryme-specific workflows in Business Central. Follow these steps:

1. Choose the 🔎 icon, enter Workflows, and select the related link.
2. If any standard workflows are already set up, disable them to prevent conflicts.
3. Click New Workflow from Template.
4. In the filter, search for Pryme.
5. Select the appropriate Pryme workflow for your needs (e.g., Sales, Purchase Invoice, or Credit Memos).
6. Click OK to create the workflow.
7. Open the workflow you created and enable it.

Once enabled, the Pryme AP Automation workflows will support the Rejected status.