Considerations

• The 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.
• Documents must include and clearly define any required keys and values.
• The non-standard layouts may not be possible for OCR to process accurately with high confidence.
• The standard implementation covers automation scenarios with proper rules and identifiers, aligned with the assumptions mentioned here.
• Handwritten, manually edited order and any other manually annotated documents may need to be processed manually.
• Supporting purchase order is in the pdf format as email attachment.
• The Infor LN master data (Sales order parameters, Sales User profile, Business Partner) must be configured correctly.
• Configure Sales Order parameters in the Sales Parameters (tdsls0500m000) session.
• Configure Sales User Profile in the Sales User Profiles (tdsls0139m000) session.
• Sales office, sales order series, and sales order type are derived from the sales user profile configuration or from the business partner configuration, based on the user argument in the salesDetailsConfiguration.
• Each PDF must include information related to one purchase order information.
• Planned delivery and receipt dates are set to the current date, if dates are not specified in the purchase order.
• RPA checks multiple sequences for a sequence number and selects the one with an empty actual receipt date.
• Existing prompts can be modified to extract information for customer specific item code format or purchase order format.