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Goods Receipt Document
Imaging at Nebraska Public
Power District




   Presented by
   •Darrel Wieberdink – NPPD
   •John Walls – Verbella CMG, LLC
Goods Receipt Document Imaging at NPPD
Agenda
   • NPPD & Gerald Gentleman Station
     Background
   • Previous Process & Resulting Problems
   • Imaging Solution Design
   • Imaging Solution Details
   • Benefits Achieved
   • Potential Next Steps
   • Q&A
Goods Receipt Document Imaging at NPPD
NPPD and GGS Background
   • Nebraska Public Power District
      • Public entity, political subdivision of State of
        Nebraska, largest electric utility in Nebraska
      • Customers: 400+ wholesale / 80,000+ retail
      • $645M revenues (2004)
      • 2200 employees
   • Gerald Gentleman Station
      • Located near Sutherland NE
      • 2 – 650MW Coal Fired Units, largest generating
        station in Nebraska
      • Consistently at or near #1 performing fossil fuel
        plant in the nation
Goods Receipt Document Imaging at NPPD
Previous Goods Receipt
Document Process
    • GR Documents (e.g. Packing List, Bill of Lading,
      Freight bills, Material Certificates) removed from
      packages.
    • GR processed and posted in SAP.
    • Paper GR Documents sorted and matched with
      Purchase Orders, filed by warehouse staff.
    • If needed for reference by Engineers, Planners,
      Buyers, AP, etc. – had to go to Receiving Warehouse
      and search through files.
    • Records retention on paper files.
Goods Receipt Document Imaging at NPPD
Previous Goods Receipt
Document Process
    • Problems with Previous Process
       • Labor intensive process for sorting and
         filing GR documents.
       • Inability for variety of staff needing access
         to documents to readily get to them.
       • Paper-based records retention issues –
         labor intensive.
       • Filing space growing.
Goods Receipt Document Imaging at NPPD
Imaging Solution Design

    • Receiving personnel process GR and assign
      barcode to Material Document in SAP.
    • Paper GR Documents are sent to Admin. staff
      end of each day as a batch.
    • Admin. Staff batch scan paper GR
      Documents
    • Automated scanning software stores images
      into SAP as ArchiveLink document, uses
      barcode to link to corresponding Material
      Document
Goods Receipt Document Imaging at NPPD
Imaging Solution Details

    Solution Components:
       •   SAP ArchiveLink
       •   SAP Content Server
       •   Kofax Ascent Capture
       •   Kofax Release Script for SAP
       •   Kofax VRS
       •   Kodak scanner
Goods Receipt Document Imaging at NPPD
Imaging Solution Details
   SAP ArchiveLink
   • SAP ArchiveLink is a communication interface
     between R/3 application components and
     external components (content servers or general
     desktop applications). It is integrated in the basis
     component of the SAP R/3 System.
   • To use ArchiveLink, you must have installed a
     storage system. The document to be stored must
     already be in, or be converted to electronic
     format. It does not matter how the document is
     physically stored in the storage system.
Goods Receipt Document Imaging at NPPD
Imaging Solution Details

    ArchiveLink Features
    • The following documents can be stored in a
      storage system using ArchiveLink:
       •   Incoming documents
       •   Outgoing documents
       •   Print lists
       •   Archive files
Goods Receipt Document Imaging at NPPD
Imaging Solution Details

   SAP Content Server - What is it?
   • Software for storing structured data (ADK files) and
     unstructured documents in repositories.
   • Content server product of SAP Web Application
     Server (application server in NetWeaver).
   • Supports Storage on the File system or DataBase
   • Multi-OS support including
      • Windows
      • Various Unix systems (New as of 6.30)
   • Does not support optical Media
   • No SCANNING Interface
Goods Receipt Document Imaging at NPPD
Imaging Solution Details


   • SAP Content Server - Availability
      • Current version is 6.30 released in October
        2003.
      • License is included in mySAP license.
Typical Configuration
                                                 PBS ContentLink
                                                             SAP R/3


          SAP Archive Server
              Content Server
             IBM, FileNet, IXOS
           File system or data base




          (No optical Media support)   CAS Storage
Jukebox                                  Centera

                                          Server
                                                                       Retrieval-Client

                             Clients                                      SAP - GUI




                          Scanner
               NoScan Client
                  Scanner Interface for SAP
               Content Server
Barcode Scenario Overview

                          SAP

    Barcode is entered           Barcode Number
        With SAP                and SAP Key fields
       transaction                  Added to
                                BDS_BAR_IN Table



                                                                  SAP
        Scanning
        software                            SAP process new                If a Match is found
                                             entries in both of              both entries are
     Document is                           these tables looking
     Scanned and                                                        deleted and an entry in
                                             for Matching Bar            the Link Table TOA01
    Barcode is read                                codes                         is made




                                     Integration

    Image and Barcode            Doc and ID and Bar
     is sent to Archive           code are sent to
           Server                SAP BDS_BAR_EX
                                       Table
Enter Barcode
Manual Bar Code Entry
Goods Receipt Document Imaging at NPPD
Imaging Solution Details

    Kofax Ascent Capture
    • Data and Document Capture Software
    • Best known for Forms based OCR (Optical
      Character Recognition)
    • Backend Neutral- Does not contain any type
      of storage Software or Hardware and
      supports any third party content management
      solution in addition the SAP Content Server
    • Highly scaleable, and customizable
Kofax Ascent Capture
Classification and Extraction
of Index Fields




                Extraction
Goods Receipt Document Imaging at NPPD
Imaging Solution Details
Release to SAP




                 Released to
                    SAP
Goods Receipt Document Imaging at NPPD
Imaging Solution Details

    Kofax AR4ERP Release into SAP
    • Comprised of both SAP function Modules and
      VB scripts that call the needed function
      modules and pass index values.
    • Relies on SAP standard functionality to
      archive the documents and update the
      internal barcode table.
    • Supports both late archiving with barcode and
      early archiving with workflow.
Goods Receipt Document Imaging at NPPD
Imaging Solution Details

    Kofax VRS
    • VRS – Virtual ReScan, allows for the
      scanning of documents
    • Kofax, Fujitsu and Bell & Howell all sell their
      scanners with VRS as an option
Virtual Re-Scan (VRS) Eliminates
Rescanning
Low Contrast
   Logo




Dot Matrix
   Text




Highlighter

                                    Carbon Copy
                                     Handprint

Coffee Cup
  Stain


                                     Shaded
                                   background
Kofax VirtualReScan™ (VRS)




  Image File Size = 213 KB
Goods Receipt Document Imaging at NPPD
Imaging Solution Details
    Kodak Scanner
    • Departmental Scanner
    • 25 ppm, with a 50 ADF
    • USB 2 Interface, no need for SCSI Card
    • List price $1,195.00
       • Other comparable scanners fi-5120C2
    Reasons for Choice
    • Light volume
    • NPPD is familiar with Kodak
    • Very small foot print on desktop
Goods Receipt Document Imaging at NPPD
Receiving Document Image Display
   Access
   Material
  Document
 for Receipt




  Services
 for Object
    Icon
Goods Receipt Document Imaging at NPPD
Receiving Document Image Display



 Attachment
     List
  displayed
Goods Receipt Document Imaging at NPPD
Receiving Document Image Display



  Archived
 document
 displays in
   viewer
Goods Receipt Document Imaging at NPPD
Imaging Solution Benefits Achieved
    • Shipping Information is available directly via SAP to all
      who have need to access it:
       •   Engineers
       •   Planners
       •   Warehouse staff
       •   Maintenance staff
       •   Accounts Payable
    • No Warehouse staff time spent filing paper documents
    • No Admin. Staff time spent matching receiving
      documents to Purchase Orders
    • Reduced file space
    • Eliminated paper records retention issues
Goods Receipt Document Imaging at NPPD
Potential Next Steps

   • Interest in implementing similar process / solution for
     Goods Receipt Documents at other NPPD plants and
     T&D warehouse locations.
   • Expand use of ArchiveLink document imaging to
     other types of business documents
      • Vendor Invoices for Accounts Payable
      • Vendor Quotations, responses to RFPs / RFQs
      • Documents for Maintenance Notifications & Orders (shop
        papers, procedures, work instructions, etc.)
      • Various outbound documents
Goods Receipt Document Imaging at NPPD
Q&A




   •   For further information contact:
        • Darrel Wieberdink – NPPD djwiebe@nppd.com
        • Phil Awtry – NPPD         peawtry@nppd.com
        • John Walls – Verbella CMG john.walls@verbellacmg.com

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Goods Receipt Document Imaging

  • 1. Goods Receipt Document Imaging at Nebraska Public Power District Presented by •Darrel Wieberdink – NPPD •John Walls – Verbella CMG, LLC
  • 2. Goods Receipt Document Imaging at NPPD Agenda • NPPD & Gerald Gentleman Station Background • Previous Process & Resulting Problems • Imaging Solution Design • Imaging Solution Details • Benefits Achieved • Potential Next Steps • Q&A
  • 3. Goods Receipt Document Imaging at NPPD NPPD and GGS Background • Nebraska Public Power District • Public entity, political subdivision of State of Nebraska, largest electric utility in Nebraska • Customers: 400+ wholesale / 80,000+ retail • $645M revenues (2004) • 2200 employees • Gerald Gentleman Station • Located near Sutherland NE • 2 – 650MW Coal Fired Units, largest generating station in Nebraska • Consistently at or near #1 performing fossil fuel plant in the nation
  • 4. Goods Receipt Document Imaging at NPPD Previous Goods Receipt Document Process • GR Documents (e.g. Packing List, Bill of Lading, Freight bills, Material Certificates) removed from packages. • GR processed and posted in SAP. • Paper GR Documents sorted and matched with Purchase Orders, filed by warehouse staff. • If needed for reference by Engineers, Planners, Buyers, AP, etc. – had to go to Receiving Warehouse and search through files. • Records retention on paper files.
  • 5. Goods Receipt Document Imaging at NPPD Previous Goods Receipt Document Process • Problems with Previous Process • Labor intensive process for sorting and filing GR documents. • Inability for variety of staff needing access to documents to readily get to them. • Paper-based records retention issues – labor intensive. • Filing space growing.
  • 6. Goods Receipt Document Imaging at NPPD Imaging Solution Design • Receiving personnel process GR and assign barcode to Material Document in SAP. • Paper GR Documents are sent to Admin. staff end of each day as a batch. • Admin. Staff batch scan paper GR Documents • Automated scanning software stores images into SAP as ArchiveLink document, uses barcode to link to corresponding Material Document
  • 7. Goods Receipt Document Imaging at NPPD Imaging Solution Details Solution Components: • SAP ArchiveLink • SAP Content Server • Kofax Ascent Capture • Kofax Release Script for SAP • Kofax VRS • Kodak scanner
  • 8. Goods Receipt Document Imaging at NPPD Imaging Solution Details SAP ArchiveLink • SAP ArchiveLink is a communication interface between R/3 application components and external components (content servers or general desktop applications). It is integrated in the basis component of the SAP R/3 System. • To use ArchiveLink, you must have installed a storage system. The document to be stored must already be in, or be converted to electronic format. It does not matter how the document is physically stored in the storage system.
  • 9. Goods Receipt Document Imaging at NPPD Imaging Solution Details ArchiveLink Features • The following documents can be stored in a storage system using ArchiveLink: • Incoming documents • Outgoing documents • Print lists • Archive files
  • 10. Goods Receipt Document Imaging at NPPD Imaging Solution Details SAP Content Server - What is it? • Software for storing structured data (ADK files) and unstructured documents in repositories. • Content server product of SAP Web Application Server (application server in NetWeaver). • Supports Storage on the File system or DataBase • Multi-OS support including • Windows • Various Unix systems (New as of 6.30) • Does not support optical Media • No SCANNING Interface
  • 11. Goods Receipt Document Imaging at NPPD Imaging Solution Details • SAP Content Server - Availability • Current version is 6.30 released in October 2003. • License is included in mySAP license.
  • 12. Typical Configuration PBS ContentLink SAP R/3 SAP Archive Server Content Server IBM, FileNet, IXOS File system or data base (No optical Media support) CAS Storage Jukebox Centera Server Retrieval-Client Clients SAP - GUI Scanner NoScan Client Scanner Interface for SAP Content Server
  • 13. Barcode Scenario Overview SAP Barcode is entered Barcode Number With SAP and SAP Key fields transaction Added to BDS_BAR_IN Table SAP Scanning software SAP process new If a Match is found entries in both of both entries are Document is these tables looking Scanned and deleted and an entry in for Matching Bar the Link Table TOA01 Barcode is read codes is made Integration Image and Barcode Doc and ID and Bar is sent to Archive code are sent to Server SAP BDS_BAR_EX Table
  • 16. Goods Receipt Document Imaging at NPPD Imaging Solution Details Kofax Ascent Capture • Data and Document Capture Software • Best known for Forms based OCR (Optical Character Recognition) • Backend Neutral- Does not contain any type of storage Software or Hardware and supports any third party content management solution in addition the SAP Content Server • Highly scaleable, and customizable
  • 18. Classification and Extraction of Index Fields Extraction
  • 19. Goods Receipt Document Imaging at NPPD Imaging Solution Details
  • 20. Release to SAP Released to SAP
  • 21. Goods Receipt Document Imaging at NPPD Imaging Solution Details Kofax AR4ERP Release into SAP • Comprised of both SAP function Modules and VB scripts that call the needed function modules and pass index values. • Relies on SAP standard functionality to archive the documents and update the internal barcode table. • Supports both late archiving with barcode and early archiving with workflow.
  • 22. Goods Receipt Document Imaging at NPPD Imaging Solution Details Kofax VRS • VRS – Virtual ReScan, allows for the scanning of documents • Kofax, Fujitsu and Bell & Howell all sell their scanners with VRS as an option
  • 23. Virtual Re-Scan (VRS) Eliminates Rescanning Low Contrast Logo Dot Matrix Text Highlighter Carbon Copy Handprint Coffee Cup Stain Shaded background
  • 24. Kofax VirtualReScan™ (VRS) Image File Size = 213 KB
  • 25. Goods Receipt Document Imaging at NPPD Imaging Solution Details Kodak Scanner • Departmental Scanner • 25 ppm, with a 50 ADF • USB 2 Interface, no need for SCSI Card • List price $1,195.00 • Other comparable scanners fi-5120C2 Reasons for Choice • Light volume • NPPD is familiar with Kodak • Very small foot print on desktop
  • 26. Goods Receipt Document Imaging at NPPD Receiving Document Image Display Access Material Document for Receipt Services for Object Icon
  • 27. Goods Receipt Document Imaging at NPPD Receiving Document Image Display Attachment List displayed
  • 28. Goods Receipt Document Imaging at NPPD Receiving Document Image Display Archived document displays in viewer
  • 29. Goods Receipt Document Imaging at NPPD Imaging Solution Benefits Achieved • Shipping Information is available directly via SAP to all who have need to access it: • Engineers • Planners • Warehouse staff • Maintenance staff • Accounts Payable • No Warehouse staff time spent filing paper documents • No Admin. Staff time spent matching receiving documents to Purchase Orders • Reduced file space • Eliminated paper records retention issues
  • 30. Goods Receipt Document Imaging at NPPD Potential Next Steps • Interest in implementing similar process / solution for Goods Receipt Documents at other NPPD plants and T&D warehouse locations. • Expand use of ArchiveLink document imaging to other types of business documents • Vendor Invoices for Accounts Payable • Vendor Quotations, responses to RFPs / RFQs • Documents for Maintenance Notifications & Orders (shop papers, procedures, work instructions, etc.) • Various outbound documents
  • 31. Goods Receipt Document Imaging at NPPD Q&A • For further information contact: • Darrel Wieberdink – NPPD djwiebe@nppd.com • Phil Awtry – NPPD peawtry@nppd.com • John Walls – Verbella CMG john.walls@verbellacmg.com