API and SOAP
The details for these endpoints will need to be included in your rossum extension secrets regardless of which ERP system you are using.
ERP User and Role
You will need a user inn ERP(x) which has certain permissions to allow the OCR system to communicate with ERP.
Permissions
There are slightly different permissions between Unit4 ERP and ERPx so please make sure you apply the correct settings
Document Type
You may set up one or many document types for the input documents, this can be defaulted and / or selectable in the OCR screen.
EI02 Import Report
The EI02 variant should be created under the purchasing / import of invoices report menu item. Located in desktop under logistics/ purchasing/ invoice registration/ e-invoice import
Value Matrix
1. You are using MS7 or CR (as the version at the time of writing does not have a value matrix object endpoint available)
No PO No Pay
System Wide
Accountable Users
The extension will try to find an accountable user based on the email address of the person logged into rossum.