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IDR Presentation

This document provides an overview and process flow of Intelligent Document Recognition (IDR), also known as an Invoice Scanning Solution. The summary is: IDR allows invoices to be scanned and imported into an ERP system via email. Oracle Document Capture and Forms Recognition are used to extract data from scanned invoices and store images and data in Oracle Interactive Viewer. Incomplete invoices can then be edited directly from the Interactive Viewer to correct missing information before validating and processing.

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parthesh laheri
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230 views11 pages

IDR Presentation

This document provides an overview and process flow of Intelligent Document Recognition (IDR), also known as an Invoice Scanning Solution. The summary is: IDR allows invoices to be scanned and imported into an ERP system via email. Oracle Document Capture and Forms Recognition are used to extract data from scanned invoices and store images and data in Oracle Interactive Viewer. Incomplete invoices can then be edited directly from the Interactive Viewer to correct missing information before validating and processing.

Uploaded by

parthesh laheri
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Intelligent Document

Recognition (IDR)
AKA Invoice Scanning Solution

•
Agenda
⮚Overview

⮚Intelligence Document Recognition Process Flow

⮚Detailed Discussion for the purpose of


Requirement Document
Overview
IDR Process Flow-Overview

Edit Invoice > Map the


•Oracle Document Capture (ODC) processes the emails
missing data in invoice
•Oracle Forms Recognition (OFR) captures the invoice data through Interactive Viewer
•Oracle Interactive Viewer stores the images and invoice data

4
Feature of IDR
➢Scanned Invoice queue to Scanned Infotile on Accounts Payable Page
○ Central location to view imported invoice
○ View and correct incomplete invoices like missing date/amount, etc.
➢Send scanned invoice images to ERP Cloud via email
➢Apart from Standard Invoices, Credit Memo/Note can also be
scanned.
➢Internal Supplier exclusion can be done
➢Multiple invoice images can be sent via one email for faster
processing
➢Interactive viewer is used to make corrections to Incomplete
Invoices. This feature reduces the possibilities of errors and time to
correct imaging errors at later point of time.
Feature Highlights
Business Needs... Fusion Delivers...
Real time transactions processing status
and quick access to important tasks for Invoice > Scanned Invoice Dashboard
managers
Invoice Image can be uploaded by sending
Ease to use
email to Fusion Cloud Based Email ID

Multiple Invoice Image can be attached in


Large volume of transactions
a single email
Assign Incomplete Invoice based on BPM
Explicitly distribution of workload
Rule Setup
Ability to correct incomplete information Scanned Invoice > Edit

6
How does IDR works?
 Scan the Physical Image
 Prepare Image File
 Insert Blank pages between invoices
o if file contains multiple Pages
o Email the invoice with proper subject line
 If Routing features are used
o Import Invoice Images by running Oracle Standard Process
“Import Payable Invoices”
o Correct Incomplete Invoices
 Invoice Workbench > Scanned Invoice > Edit > Map
missing data through Interactive Viewer.
o Validate Invoices and Create Accounting 7
Detailed Discussion for Understanding
business
Questions Business Inputs
Will paper invoices be scanned by AP department, or supplier
will directly send PDF invoices over email?

How many users currently are involved in invoice entering?

Is there any requirement that the specific user should be


assigned to correct the Incomplete invoices?

What is the ratio for PO based and Non-PO based invoices ?


Quantities?
How will invoices be attached in Email, single invoice or
Multiple invoice in one file ?
Should line level recognition be enabled for invoices like-
utility bills, service order bills, etc.?
Best Practices
➢PO format should be Alphanumeric, for best results use 3 letter followed
by 6 numbers.
➢Mode of communication should be Email
➢Designated Email address should be there for every Business Unit (for
processing of Unmatched Invoices)
➢Blank Pages must be inserted between each Invoice if there are multiple
invoices in single file.
➢For processing of new supplier invoices or PO, IDR takes 24 hours to
synchronize the details therefore advisable to wait for 24 hours after every
new information.
➢Invoice attachment in a single email should be 10MB.
➢Import Invoice program is to be scheduled based on requirement
Best Practices
➢Supporting Document should be attached in Invoice itself not as separate
attachment in invoice.
➢Supplier’s address must be EXACTLY matched in the oracle cloud to the
supplier addresses on the Invoice, It is useful only in case of unmatched
Invoices. This will have better recognition results.
➢Recognition of tax amount during import ? (Advisable to keep it enabled)
➢Calculation of Tax during Import ?(Advisable to keep it disabled)
➢Should Freight Amount be Recognized ? (Advisable to keep it enabled)
Thank you

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