Invoice Processing

Invoice Processing is a solution that reduces the challenges of manual invoice processing. This solution uses RPA to automate tasks, improve efficiency, reduce errors, and eliminate manual intervention. Currently, several tasks in the invoice processing flow are performed manually for each incoming invoice:
  • Download the invoice from the vendor email
  • Capture invoice information
  • Create a DII and upload the invoice document
  • Match the invoice to an open PO
  • Interface with DII to create a payables invoice

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

Integration of the involved systems eliminates manual intervention. Automating these repetitive, time-consuming processes significantly increases efficiency and ensures error-free implementation and reduces rework costs.

Modes of implementation

RPA Invoice Processing is implemented through these modes:

  1. Attended mode
    • A user manually triggers the RPA process whenever needed.
    • A user monitors and supervises the process in real time.

    This mode is typically used when user interaction or oversight is required.

  2. Unattended mode
    • The process runs automatically without human supervision.
    • A user schedules the job and the bot runs the job at the scheduled time.

    This mode is ideal for background or high-volume tasks that do not require user involvement.

    A user can schedule a job for a single flow, or multiple parallel flows or concurrent runs.

    • Parallel processing applies when the number of invoices per day is large, such as 6,000 invoices per day.
    • The maximum number of concurrent runs that a user can configure is five.
  3. Serveless
    • Uses a single, generic invoice-processing framework to unify Attended and Unattended (Serverless) modes.
    • Adds parallel processing for increasing the speed.
    • Replaces the earlier per-scenario flows with a two-tier RPA architecture that can be deployed the same way for any customer.
    • Supports improved exception handling by creating Document Interface Invoices (DIIs) even for invoices that cannot be fully processed due to unsupported formats, OCR failures, or IDP-related issues. This ensures all inbound invoice files are tracked and visible within the system, reducing the risk of untracked processing failures.
    • Introduces additional configuration options to allow customers greater control over processing behavior, including single company or vendor group processing, success notification preferences, and optional OneDrive storage of processed files for serverless implementation.