Review Center

The Review Center is used to review and update records that cannot be completed automatically. The records are routed based on the type of issue identified during extraction or validation.

When Customer Order Processing automation fails due to an error, Robotic Process Automation (RPA) sets the Customer Order status based on the error type. The failed Customer Order document record is moved to Data Lake and is displayed on these tabs of the Review Center screen in the RPA Management application.
  • Missing Information: This tab displays Customer Order documents with the MISSINGINFORMATION status. A Customer Order document is set to this status when the automation process is unable to extract any of the mandatory fields from the Customer Order document such as Customer ID, Order Date, PO Number, Item Code, Unit Price, Ship To Address.
  • Needs Action: This tab displays Customer Order documents with the NEEDSVERIFICATION status. A Customer Order document is set to this status if one of these conditions is met:
    • Unit price in PDF is not similar with Syteline unit price
    • ShipVia is not same as the Syteline ShipVia.
    • Carrier Account in PDF is not similar with Syteline data.
    • No Valid UOM Conversion exists for the U/M from PDF and Syteline Item’s U/M.
    • BillTo mentioned in PDF is not similar with Syteline customer’s ShipTo 0.
  • Failure: This tab displays Customer Order documents with the FAILURE status. A Customer Purchase Order document is set to this status if the document is other than the Customer Purchase Order. API failures or any system exceptions.
    • Any application failures like IDP,IDM
    • Documents other than Purchase Order
    • PDF having size more than maximum file size.
    • POs with duplicate purchase order number
  • Invalid Lines: This tab displays the unsupported, non-inventory or planned item lines or any lines with unit price mismatched, quantity not defined, UOM mismatches and no valid conversion exists in SyteLine.
  • Notifications / Review Status: This tab sends the output to configured recipients.
Note: 
  • If a document has missing information and business validation issues, the document is routed to Missing Information tab. Once the required fields are provided and resubmitted, further validations are routed to Needs Action tab.
  • If these records are corrected by the user, RPA reprocesses the Customer Orders in the next workflow run.
  • Users can switch between the automations on the Review Center screen to view the related exceptions.