Running the solution

User can run the solution through email or through folders.

Running the solution if using email

  1. Create the same email folder from the user parameter section for email folder and mark all messages to process as Unread.
  2. To start the process, click the Run button to trigger the flow.

    When the flow is triggered, all of the unread emails from the user-specified email folder are read.

Running the solution if using folders

  1. Before you run the process, place all packing slip documents in PDF format in the configured Input folder.

    The system processes only the documents that are in this folder.

  2. When the flow is triggered, all the documents placed in the folder are read.
  3. When the process is triggered, RPA performs these tasks in the background:
    • Gets access to the email account of the user based on the MailAccount user parameter value. RPA searches the specified MailFolder to download all unread emails, and then processes the emails.
    • Gets access to the documents in the Input or local folder that is specified in the localFolderPath user parameter.
    Note: 
    • User must provide email account details that is configured in the current system.
    • RPA processes the attachments which contains PDFs only.
    • RPA reads the emails based on the NoOfMailsToRead user parameter value.
    • RPA takes each PDF one at a time and extracts the key values by using the IDP tool.
  4. IDP extracts the required information.
    • Purchase Order Number
    • Vendor Address / Vendor Details
    • Packing Slip Number
    • Ship-To Address
    • Ship-From Address
    • Item
    • Quantity
    • Unit of Measure (UOM)
    • Serial Number
    • Vendor Item
    • Shipment Tracking Number
    • Delivery Number
    • Shipment Date
    • Vendor Name