Who this is for. Whoever sets AP Helpdesk up, which is a Super Admin.
The first step pairs a system of record with a mailbox. That pair is what an instance is: the agent reads answers from the one and works the correspondence in the other.
Make the connection
Open SmartFlow Skills Management and select SmartVendor.
Select Run Again below the Running Instances table. On a tenant with no instance yet the button reads Run.
Under ERP, choose the connection this instance should read from.
Under Mailbox, choose the mailbox it should work.
Select Continue. It stays disabled until both are chosen.
What the two lists actually contain
Both lists are drawn from your tenant, and neither is a list of products.
Table 1. The Connection lists.
List |
What it holds |
|---|---|
ERP |
The connections configured for your tenant, under the names whoever created them gave them. Two entries can point at the same kind of system, so read the name rather than assuming one entry per ERP. |
Mailbox |
Only the mailboxes that no running instance is already using. |
Why a mailbox may be missing
A mailbox already paired with a running instance does not appear. This is the most common reason a mailbox you expected is absent, and it is deliberate: one mailbox is worked by one instance.
To change the configuration of a mailbox that is already running, edit that instance from the Running Instances table instead of creating a second one. See Understanding the Running Instances Table.
If a mailbox is missing and no instance is using it, it has not been connected for the tenant yet. That is done outside this wizard.
Figure 1. The Connection step, with a connection and a mailbox selected.