Trade Invoice

This widget displays the total number of Trade invoices that are processed through the automation process and has exceptions that must be reviewed. The invoices are categorized by invoice status and are displayed in a donut chart. The types of status include:

• Missing Information: Trade invoices that have failed to register as the automation process is unable to extract the mandatory fields from the trade invoice document. This includes invoices that are reviewed and ready for registration, and invoices that are yet to be reviewed.

• Needs Verification: Trade invoices that have failed to register through the automation process with exceptions such as:

  • Invoice type cannot be determined
  • Related Purchase Orders (PO) are already costed
  • User verification is required
  • Invoice is already registered
  • PO API error
  • Invoice number exceeds 15 characters

  This includes invoices that are reviewed and ready for registration, and invoices that are yet to be reviewed.

• Failure: Trade invoices that have failed to register through the automation process with exceptions such as:

  • Scanned invoice status is Costed or Closed
  • EDI mismatch
  • Session timeout
  • Scanned document is not a trade invoice

  This includes invoices that are reviewed and ready for registration, and invoices that are yet to be reviewed.

• Pending Process: Trade invoices that have failed to register through the automation process because the associated purchase order is not received (PONOTRECEIVED). This includes invoices that are reviewed and ready for registration, and invoices that are yet to be reviewed.

You can perform these actions in the widget:

• Filter the widget data, using the Filter icon. The filter options include:

  • All
  • Today
  • Yesterday
  • Month to Date
  • Year to Date
• Hover over the chart sections to view counts of Trade invoices.
• Click the Missing Information section in the chart, or the Missing Information icon below the chart, to access the RPA Exception tab in the Exceptions widget. Data related to the Trade invoices with exceptions of Missing Information type, that are yet to be reviewed, is defaulted on this tab. You can review, resolve exceptions, and submit the invoice.
• Click the Needs Verification section in the chart, or the Needs Verification icon below the chart, to access the RPA Exception tab in the Exceptions widget. Data related to the Trade invoices with exceptions of Needs Verification type, that are yet to be reviewed, is defaulted on this tab. You can review, resolve exceptions, and submit the invoice.
• Click the Failure section in the chart, or the Failure icon below the chart, to access the RPA Exception tab in the Exceptions widget. Data related to the Trade invoices with exceptions of Failure type, that are yet to be reviewed, is defaulted on this tab. You can review, resolve exceptions, and submit the invoice.
• Click the Pending Process section in the chart, or the Pending Process icon below the chart, to access the RPA Exception tab in the Exceptions widget. Data related to the Trade invoices with exceptions of Pending Process type, that are yet to be reviewed, is defaulted on this tab. You can review, resolve exceptions, and submit the invoice.