AP Automation Configuration

Requirements
The steps to set up an organization for AP Automation are:
Register with Gravity Software to use the AP Automation
Set up the Dataverse Search in the Power Platform
Create an organization specific email address to forward to gravity.
Register with Gravity
Contact Gravity Sales to register for AP automation, you will need:
The Gravity URL https://XXXXX.crm.dynamics.com﻿
Your email domain
Your Microsoft tenant ID
Setting up the Dataverse Search
Microsoft has a built in search in search engine for Gravity. It must be enabled and certain tables added to it.
Go to https://admin.powerplatform.microsoft.com/ and select the proper environment
Select Settings->Product->Features
Under Search enable Dataverse Search
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You can learn more about configuring the search elements from the link. The following tables and fields must be included In the search index:
Chart of Accounts
Account
Account Number
Account Name
Entity Configuration
Entity Name
Name
Remit Entity Name
Vendors
Vendor
Vendor Name
Vendor ID
Vouchers Entry
Document Number
Vendor ID
Vendor Name
Voucher Line Items
Account Number
Line Description  
Setting up the forwarding email address
There are two ways of adding documents to the AP Automation engine. First they can be uploaded in the AP Automation portal. Second they can be emailed to a specific organizations address and then forwarded to the AP automation engine. This option allows vendors to email directly to the AP automation engine by sending the invoices to a customer specific email address. To use this option:
Set the email address to forward to [email protected]﻿
Edit any security policies that prevent emails to be forwarded.
Edit any security policies that prevent emails to be forwarded.
Office 365
a.    In Office 365 have a global admin go to https://security.microsoft.com/antispam﻿
b.     Click + Create policy and choose Outbound.
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d.    Give your new outbound spam filter policy a Name and Description.
e.    Click Next and search to find the user account you want to allow to forward, i.e. the email account that you are forwarding to Help Scout, which will display under the Users field after you select it. 
f.      Click Next again, scroll down to the Forwarding rules section, and click the dropdown under Automatic forwarding rules. Choose On - Forwarding is enabled, then click Next.  
g.    Review the settings on the last screen and click Create to create your new outbound policy for the specified user(s). 
Updated 17 Feb 2024
AP Automation
Vouchers