Construct ESS - Activate the CMiC AP Expense Document Type for Cloud Customers

  1. To activate the CMiC AP Expense document type, navigate to the Document Types screen in the Imaging module.

    Screenshot of the Document Types screen

    Pgm: IMGDOCTP – Document Types; standard Treeview path: Imaging > Setup > Document Types

  2. Click on the [Copy Default Document Types] button. In the Default Document Types pop-up window, check the 'Select' box for the CMiC AP Expense Document Type and click [Copy].

    Screenshot of the Default Document Types pop-up window

    Pgm: IMGDOCTP – Document Types; standard Treeview path: Imaging > Setup > Document Types - [Copy Default Document Types]

  3. The document type becomes visible in the list where you can assign the AP Registered Invoice Workflow to this document type.

    Screenshot of the CMiC AP Expense document type on the Document Types screen

    Pgm: IMGDOCTP – Document Types; standard Treeview path: Imaging > Setup > Document Types

  4. Click on the [Flysheet Assignment] button below to see the already assigned flysheets.

    Screenshot of the Flysheets on Document Type pop-up window

    Pgm: IMGDOCTP – Document Types; standard Treeview path: Imaging > Setup > Document Types - [Flysheet Assignment]

  5. Click on the on the [Source Assignment] button and the document type will automatically be assigned to one.

    Screenshot of the Sources for this Document Type pop-up window

    Pgm: IMGDOCTP – Document Types; standard Treeview path: Imaging > Setup > Document Types - [Source Assignment]