Capturing documents through OCR

If you use Document Management with Infor Document Capture (using Ephesoft), you can also scan documents, or upload electronic document files, and store them in Document Management along with their key metadata.

Note: Currently, this integration only supports the scanning of supplier invoices, to be associated with SyteLine purchase orders and vouchers.
  1. In Ephesoft Batch Class Management, run a predefined batch instance to scan or upload the supplier invoice document into Ephesoft. Contact your system administrator for more information.
  2. These processes occur automatically:
    • The supplier invoice document is stored in Document Management, and information about the invoice is sent to SyteLine.
    • SyteLine automatically creates a voucher associated with the original purchase order and ties it to the supplier invoice information that it received. The quantities on the vendor invoice must already have been received in SyteLine; otherwise, the invoice is rejected.
    • SyteLine sends the voucher information to Document Management.
    • Document Management associates the voucher with the supplier invoice.

You can then open one of these SyteLine forms, select a vendor or PO record, and use the Related Information context app to view the associated supplier invoice or voucher:

  • A/P Posted Transactions Detail
  • A/P Vouchers and Adjustments
  • Purchase Orders
  • Vendors

For information about setting up this process, see the information about setting up Document Management in theInfor SyteLine Configuration Guide for Infor OS, and the information about setting up Infor Document Capture in the Infor SyteLine Integration Guide for Infor Document Capture.