Setup

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You are here:  APFlow™ Module > Setup > Manage APFlow™ > Greenlight CM™ Configuration >

Setup

 

1.From the ribbon toolbar, click the APFlow™ tab.

2.Click Manage APFlow™, ManageAPFlowButton.
 
The Manage AP Flow screen similar to the following displays with the General tab active:
 
ManageAPFlowscreenGeneraltab-mh
 

3.Click Greenlight Configuration.
 
The Greenlight Configuration Screen similar to the following may display:
 
GreenlightConfigurationScreenblank-mh
 

4.If accessing this screen for the first time, all fields will be empty. Continue with step 5.
If re-accessing this screen, skip to step 11.
 

5.In the SQL Server/Instance field, enter the appropriate information.

6.In the Database field, enter the appropriate information.

7.Click Test Connection.
 
The following connection successful prompt should occur:
 
GreenlightConnectionSuccessfulprompt-mh
 
If the SQL Server/Instance and Database fields are blank, the following prompt will display:
 
GreenlightConnectionmissingfieldsprompt-mh
 

8.OK.

9.Click Save.
 
The Manage AP Flow screen will redisplay.
 

10.Click Greenlight Configuration.
 
The Greenlight Configuration Screen similar to the following displays:
 
GreenlightConfigurationScreendefaults-mh
 

11.In the Vault field, keep the default or use the dropdown to select a different vault, if appropriate.
 
The dropdown similar to the following will display:
 
GreenlightConfigurationScreenVaultfielddropdown-mh
 

12.In the Greenlight Company field, keep the default or use the dropdown to select a different company, if appropriate.
 
The dropdown similar to the following will display:
 
GreenlightConfigurationScreenGreenlightCompanyfielddropdown-mh
 

13.In the Processor Options section, use the field dropdowns to assign the correct values (Warn, Error, None).
 
The following dropdown for each option will display:
 
GreenlightConfigurationScreenProcessorReviewerOptionsdropdown-mh
 

14.Select the proper dropdown value for each of the following fields:
 
- Insurance
- Certified Payroll
- Lien Waivers
- Contractor Licenses
- Commitments
 

15.In the Review Options section, use the field dropdowns to assign the correct values (Warn, Error, None).
 
The following dropdown for each option will display:
 
GreenlightConfigurationScreenProcessorReviewerOptionsdropdown-mh

 

16.Select the proper dropdown value for each of the following fields:
 
- Insurance
- Certified Payroll
- Lien Waivers
- Contractor Licenses
- Commitments
 

17.In the Check Review Options section, click any check boxes for areas that should be included for compliance checking during Check Review:
 
- Insurance
- Certified Payroll
- Lien Waivers
- Contractor Licenses
- Commitments
 

18.Click Save.