Considerations
- Unattended mode setup requires the Windows server to be configured without Multi-Factor Authentication (MFA) and must be enabled with standard username and password authentication.
- All data items requiring extraction to be clearly legible and in English.
- Documents or mail content must include and clearly define any required keys and values.
- Non-standard layouts may not be possible for OCR to process accurately with high confidence. Page formats with multiple columns, nested, adjacent or overlapping tables, forms, or key pairs and so on, must be reviewed during implementation.
- The standard implementation covers automation scenarios with proper rules and identifiers, aligned with the assumptions mentioned here.
- Handwritten, manually edited invoices and any other manually annotated documents may need to be processed manually.
- Invoices in the form of Pdf documents are only supported as email attachment.
- Purchase Order and Packing Slips are supported at the header level only.
- In this release, taxes, charges and discounts and are included at the line level only.
- Configure business partner search sequence to indicate how the business partner must be determined in the Business Partner Search sequence for Received Invoices (tfacp1116m000).
- Configure Own Tax ID, ‘Item cannot be determined’ and Tax Code to skip warning at Define Validation of Received Invoices (tfacp1117m000).
- Configure how Infor LN must determine Tax Code, Item, Line Type and Cost Line, at Received Invoice Rules (tfacp1115m000).
- Auto register, match and approve in Infor LN is supported using Job functionality containing Register Received Invoices (tfacp1210m100) session and Match/Approve Purchase Invoices by Range (tfacp2280m000) session.
- ION Approval Workflows and Alerts can be used to support the process. In Infor LN, invoices can automatically be submitted for workflow using the Job functionality containing Global Submit of Documents (tfgen0200m000) session.
- If the PDF contains the purchase order and/or packing slip, Infor LN considers as order related invoice. Else, Infor LN considers as cost invoice.