GHX Invoice Upload

Overview

GHX Invoice Upload utilizes Infor Artificial Intelligence (AI) and Infor Robotic Process Automation (RPA) to automate the process. This automation is available only for healthcare only.

The automation ensures that the supplier invoice document is correctly linked to the corresponding payables invoice and that the attachments are accurately updated in the system, simplifying the accounts payable workflow. By eliminating manual involvement, it reduces human error, enhances accuracy, accelerates the process, and ultimately reduces processing time and operational costs.

Automated flow:

  • Captures invoice information.
  • Fetches the right payables invoice.
  • Attaches a copy of the supplier invoice document to the payables invoice.

Infor Enterprise Automation uses RPA to streamline this process into a simplified flow.

By seamlessly integrating the systems involved in this process, manual intervention is no longer required. Automating repetitive, time-consuming tasks significantly boosts efficiency while ensuring flawless execution, thus eliminating the costs associated with rework.

Using the feature

RPA runs can be scheduled to operate in unattended mode. When RPA is executed, it performs the task of downloading and extracting invoice documents directly from the GHX system. After the documents are retrieved, the automation links each invoice document to its correct payables invoice in the FSM system, ensuring that all relevant information is matched.

The linked document in FSM by Automation process is further interfaced to IDM.

When the automation run is complete, the results are organized into separate folders based on the outcome of each task. These folders are included:

  • Failure: This folder contains records where the automation process encountered an error or could not complete successfully.
  • Success: This folder holds records where the automation process completed successfully without any issues.
  • Result Report: This folder contains a detailed report summarizing the results of the automation run.

If any issues arise during the RPA process, such as errors or exceptions, the details of these problems are documented in the Result Report Excel file. This file serves as a log of any discrepancies or challenges faced during the run. When the report is generated, it is sent by email to the relevant stakeholders, allowing them to review the issues and take necessary corrective actions. This ensures transparency and effective communication throughout the process.