Enable the 'InSite in production' activation (Purchase invoice workflow)

If you are using the Purchase invoice workflow via InSite, you must enable the InSite in production activation.

In the Purchase invoice workflow, an e-mail message can be sent to a user. This e-mail message can contain a hyperlink that refers to the workflow.

If you enable the InSite in production activation, this hyperlink will refer to InSite.

Ideally you should activate the new functionality at the end of the working day, or over the weekend. This is because during the activation process, a conversion will always occur, and during this conversion your employees cannot work in Profit. It is recommended that you first test a new activation in a test environment, before you implement it in the live environment.

To activate the functionality:

  1. Go to: General / Environment / Management / Properties.
  2. Go to the tab: Activation.
  3. Select the check box of the functionality that you want to activate.

    Profit warns you that after activating the functionality the environment needs to be converted.

  4. Click on: Yes to activate the function.
  5. Click on: OK.

    Profit warns you that no other users can be logged on.

  6. Click on Yes in the message.

Directly to

  1. Configure the review of purchase invoices using InSite/OutSite (Purchase invoice workflow)
  2. Activate invoices in circulation
  3. Set up a dossier item type and the purchase invoice workflow for InSite
  4. Activate page types for the Purchase invoice workflow in InSite
  5. Add the Purchase invoice menu item
  6. Configure an entry layout for the Purchase invoice workflow
  7. Workflow in OutSite