Process Management
This document provides an overview the existing features for the Process Management solution.
Last updated
This document provides an overview the existing features for the Process Management solution.
Last updated
To activate the process integration, navigate to the 9A Raptor DWH > Setup > 9A Raptor Document Warehouse Parameters and select the Process Management tab.
The Process Management solution currently supports two providers:
Business Events
AgilePoint NX
To use AgilePoint NX as the provider, follow these steps:
Check the Active checkbox.
Fill in the required parameters in the Setup group.
URL: e.g.
Portal URL: e.g.
Username: Service account (ensure you include the domain) e.g. nxone\user
Password: The password for the specified service account
The following functionalities are available in the Process Management solution when used in combination with the Input Management solution. Each functionality indicates which process provider is supported.
Start Process: Initiates a new process and stops the current process. Supported by all process providers.
Cancel Process: Stops the current process. Supported by all process providers.
Open Process: Provides an overview of the current process. Supported only by AgilePoint.
Two new fields are added to the imported invoice data:
Current Process Status: Displays the status of the current process.
Process Actual User: Displays the user currently responsible for the process.
These fields enable the creation of custom views with filters, allowing you to:
View and manage open processes.
Identify the responsible user for each invoice.
Starting from version 10.2021.8.1, you can now add comments before starting or cancelling a process. These comments will be stored with the corresponding imported invoice.
Before using this functionality, ensure that it is activated in the 9A Raptor Document Warehouse Parameters.
Starting from version 10.2021.8.1, the Process Management solution includes support for actors. By default, there are six actors available:
First 2 Actors: These represent the vendor responsible and purchase requesters.
Remaining 4 Actors: These are optional actors that can be manually populated in your imported invoices.
To apply this feature to existing invoices, simply reinitialize the invoices, and the default actors will be automatically filled in.
Starting from version 10.2021.11.1, the Process Management solution now includes history tracking. This feature logs every change made to a process through Power Platform or AgilePoint.
The purpose of this functionality is to provide end users with a clear overview of the changes and actions that occur during the flow of the current process. By tracking these changes, users can easily understand the process progression and identify what has happened at each stage.
The current history table includes four fields that are available for logging changes during the process. These fields are free-text and do not have any validation or relationships with other existing tables. The fields are as follows:
Created Date and Time: The timestamp indicating when the change was made.
Status: A description of the current status of the process at the time of the change.
Actual User: The user responsible for the change or action at that point in the process.
Comment: A free-text field where additional context or notes about the change can be added.
To develop your own workflows using the Process Management entities in Finance & Operations, we refer to the Developers section:
