Invoice automation metrics

The Invoice Automation Metrics provide visibility into documents processed through the RPA invoice processing flow. The metrics enable users to monitor processing volumes and outcomes and, when required, review processing details at the run, source, and individual document levels.

Date-wise metrics

The Date-wise metrics provide a consolidated summary of invoice automation processing for each process date.

This table shows the metrics that users can use to understand the number of documents received, processed, successfully created, or failed.


Field	Description
Incoming Documents	Number of documents received through email or the configured local folder path.
Total Processed	Total number of documents processed during the process date.
Success	Number of invoices successfully created in Document Invoice Interface (DII) without errors.
Success with Errors	Number of invoices created in DII with errors that require review or correction.
Processing Failed	Number of documents for which RPA processing failed. A DII record is created with the applicable error information for these documents.

Run ID-wise metrics

Users can review the processing details for each Run ID within a process date. These metrics help identify the processing results of individual RPA runs.

The information includes Run ID, Incoming Documents, Emails, Email Documents, Folder Documents, Success, Success with Errors, and Processing Failed.

Source-wise metrics

For each Run ID, source-level information is retrieved to provide additional details about where documents originated and their processing status.

The source identifies whether the documents were received through email or folder.

Source-level information includes the Batch, Source, Success, Success with Errors, Processing Failed, Subject, From Email, To Email, and Email Received Date and Time.

Document-wise status

Users can review processing information for individual invoice documents. This level provides document-specific information that can be used to review the processing result and investigate exceptions.

The information includes Run ID, File Name, Company, Vendor, Invoice, From Email, To Email, Reference Email, Email Received Time, and Infor Interface Automation Result.

The Infor Interface Automation Result indicates the processing outcome of an individual document as determined by the RPA flow. The result helps users identify successfully processed documents and understand the reason for documents requiring review.

This table shows the possible values.


Result	Description
Processed	The document was successfully processed.
OCRException	The document cannot be processed due to an OCR-related exception.
FileSizeExceeded	The document exceeded the supported file size.
IDPFailure	The document encountered a failure during IDP processing.
DuplicateInvoice	The document is identified as a duplicate invoice.
OtherInvoices	The document is identified as an invoice or document type that is not supported by the applicable automation flow.
UnsupportedFileFormat	The document's file format is not supported for processing.

Note: To retrieve and display the Invoice Automation Metrics correctly, the RPA flow that supports the metrics solution must be deployed and configured.

The metrics information is generated and provided by the supporting RPA flow during invoice processing. If the required RPA flow is not deployed, the metrics may not be retrieved or displayed as expected.