Process flow of Proof of Delivery

This is the process flow for Proof of Delivery:

  1. User receives an email from the supplier with a PDF attachment that includes shipment information. The PDF can be stored in a local folder.
  2. RPA reads the configured email account and folder. RPA marks the email as read after processing.
  3. The email is moved to the configured Success folder, when processing is successful. PDFs from the shared folders are moved to IDM (Infor Document Management).
    Note: The email is moved to failure folder if the processing is failed.
  4. OCR is performed using IDP GEN AI to extracts key and value information such as Supplier Number, Shipment, and Bill of Lading number from the document.
  5. RPA checks for the required keys and values. If information related to key is available, the document is sent to IDM with success message.
    Note: 
    • If a document has multiple pages, RPA checks key and value in each page. If key is different in multiple pages, the document is split, and each page is sent individually to IDM. When a document contains multiple pages with common key values on some pages (but not all), the pages are split. Pages with common keys are merged and sent to IDM.
    • If the key is missing or the key and value are on different pages, a failure message is displayed.
  6. The documents are sent to IDM using the POST API, when processing is successful.
  7. RPA sends the scanned shipments PDF document to IDM. The user can access the scanned document from the in-context at related information.
  8. RPA validates the missing information and sends a notification to the configured user with page or document count and success or failure message as an Inbox alert and Email.