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Intelligent Docuement recognition to scan the document.pptx
- 1. Payables - IntelligentDocument Recognition (IDR) Sharing Project learnings/Experiences/Recommended Practices Vikash Garg/Rohit Patankar 17th Feb 2023
- 2. Copyright © 2020,Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted 2 Supplier Incomplete Invoice Routing Correct Using Interactive Viewer Exception Handling and Learning Ready for further invoice processing Learning Customer Email Box Forwarded to Oracle IDR Email id Overview - Intelligent Document Recognition for AP Invoices Oracle WebCenter Oracle Invoice Workbench
- 3. Confidential – OracleInternal 3 How Interactive Viewer works?
- 4. Copyright © 2020,Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted 4 Our Project Experiences/Learnings – Things to consider • Sales to Delivery handover - Look out for specific client ask in RFP and its response so that gap if any can be highlighted and tackled. • Collect 8-10 Invoices for top 10 suppliers including different invoice size early in project life cycle (Preferably before Playback1 sessions) • Will result in early discovery of the potential bottlenecks and issues/product limitations • Help in setting customer expectations during playback 1 sessions • Early involvements of Product development team for potential solution • Involvement of product management team: • To know if there is a roadmap for delivering the desired feature. • Undiscover some of so not popular/used product features like IACD • Logging product idea • Early logging of SR’s leading to sufficient lead time for resolution as we have seen maximum resolution time taken in this area. • Early liaising of customer with supplier to provide an understanding of new channel to upload invoices and understanding potential of improvising invoice layout for better recognition • Encouraging suppliers to use the supplier portal (If implemented) to use for invoice upload instead of IDR channel • Explore alternates like CMK/XML Invoicing if no supplier portal implemented etc. • Better management of CSAT as we have seen poor adoption of IDR results in overall poor invoice to pay experience even through core AP module is fantastic in addressing the requirements. • Attention to supplier data cleansing/data migration specifically the addresses inline with what is printed on supplier invoices
- 5. Copyright © 2020,Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted 5 Our Project Experiences/Learnings – Things to consider • To protect the email addresses from spam, junk emails, and so on, Oracle Product Development recommends that you setup one or more email accounts for suppliers and/or users to send the emails with the invoice attachments and then forward those emails from these account(s) to the designated email accounts automatically using a forwarding rule. • Planning to account for migration of system learnings in fresh implementations – Advisable to plan the supplier migration well in advance so that P2T can be done, and users get sufficient time for system learning and migration of that on production through SR • Great emphasis on system hands-on to use interactive viewer for adaptive learning efficiently on day one by AP users – to avoid building of backlog/firefighting after go live. • Avoid rolling out new supplier on production without sufficient testing. Any changes needed to be done in say supplier data to make it work on production may take up to 24 hours for reflection and resulting in backlog and poor experience • Highlighting that utility invoices can not be uploaded using IDR • Encouraging suppliers to use the Supplier Portal channel for upload of invoices so that more details can be provided to suppliers
- 6. Copyright © 2020,Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted 6 Thank you
Editor's Notes
- #2 The Payables team needed a more efficient way of processing the high volume of invoices. So, Supremo Fitness adopted Intelligent Document Recognition for AP (IDR), part of the wider Oracle IDR family. Now Richard and his team no longer need to manually handle the same volume of invoices , as the powerful IDR service extracts the invoice information from the invoice documents and creates the invoice in Payables. On a daily basis, the supplier simply emails the invoice to Supremo’s IDR service for processing. IDR supports multiple invoice layouts, file formats and recognizes different languages, which means that the invoices are processed automatically. The straight-through invoice entry process means these will appear on Richard’s screen as booked invoices in Payables including the searchable PDF document in an instant. Let’s look at a typical day in the life of Richard Johnson, Payables Specialist , since the adoption of IDR.
- #3 On the left-hand side, the system displays the invoice details in the Payables user interface and on the right, the original supplier invoice document. This makes it easy for Richard to review the invoice document header and line level fields that were extracted for the invoice. NOTE: The Invoice document automatically opens in a new Interactive Image Viewer. This viewer automatically refreshes when you move to the next invoice. Similarly, it closes when you move out of the invoice page.
- #4 The Payables team needed a more efficient way of processing the high volume of invoices. So, Supremo Fitness adopted Intelligent Document Recognition for AP (IDR), part of the wider Oracle IDR family. Now Richard and his team no longer need to manually handle the same volume of invoices , as the powerful IDR service extracts the invoice information from the invoice documents and creates the invoice in Payables. On a daily basis, the supplier simply emails the invoice to Supremo’s IDR service for processing. IDR supports multiple invoice layouts, file formats and recognizes different languages, which means that the invoices are processed automatically. The straight-through invoice entry process means these will appear on Richard’s screen as booked invoices in Payables including the searchable PDF document in an instant. Let’s look at a typical day in the life of Richard Johnson, Payables Specialist , since the adoption of IDR.
- #5 The Payables team needed a more efficient way of processing the high volume of invoices. So, Supremo Fitness adopted Intelligent Document Recognition for AP (IDR), part of the wider Oracle IDR family. Now Richard and his team no longer need to manually handle the same volume of invoices , as the powerful IDR service extracts the invoice information from the invoice documents and creates the invoice in Payables. On a daily basis, the supplier simply emails the invoice to Supremo’s IDR service for processing. IDR supports multiple invoice layouts, file formats and recognizes different languages, which means that the invoices are processed automatically. The straight-through invoice entry process means these will appear on Richard’s screen as booked invoices in Payables including the searchable PDF document in an instant. Let’s look at a typical day in the life of Richard Johnson, Payables Specialist , since the adoption of IDR.