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 g ravity contact gravity sales to register for ap automation, you will need the gravity url https //xxxxx crm dynamics com 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/ https //admin powerplatform microsoft com/ and select the proper environment select settings >product >features under search enable dataverse search 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 apautomation\@gogravity com mailto\ apautomation\@gogravity com 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 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)