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M3 CloudSuite Value+ Content User Guide
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About this guide
Overview
Enterprise automations
Auto PO Confirmation from Email
Process flow
Limitations
Preparing to run automation in attended mode
User arguments for Auto PO Confirmation from Email
Automation of Unallocated Receipts on Demand
Process flow
H5 script arguments
Preparing to run automation in attended mode
User arguments for Unallocated Cash Receipts
Bank Statement Scanning
Process flow
Considerations and limitations
Preparing to run automation in attended mode
User arguments for Bank Statement Scanning
Running the Bank Statement Scanning solution
Bill of Lading Digitization
Prerequisites
Process flow
Limitations
Preparing to run automation in attended mode
User parameters for Bill of Lading Digitization
Customer Account Creation
Process flow
Submitting a request
AI-powered checks
Approval workflow
Automated customer creation
Limitations
Customer Letter Check and Letter Draft Scanning
Process flow
Limitations
Preparing to run automation in attended mode
User parameters for Customer Letter Check and Letter Draft Scanning
Delivery Note Processing from Email
Process flow
Limitation
Required M3 tables
Preparing to run automation in attended mode
User arguments for Delivery Note Processing from Email
Headless Customer Order Creation
Limitations
Prerequisites
Process flow
Facility and customer identification
Preparing to run automation in attended mode
User parameters for Headless Customer Order Creation
Review Center overview
Review Center validations for Headless Customer Order Creation
Resolving missing information records in the Review Center
Enabling self-learning for records in the Review Center
Updating M3 master data from the Review Center
Handling technical error records in the Review Center
Internal Invoicing Automation
Process flow
Limitations
Preparing to run automation in attended mode
User arguments for Internal Invoicing Automation
Invoice Processing
Limitations
Prerequisites
Process flow
Supported features
Supplier identification
Purchase order invoice
Expense invoice
Credit invoice
Credit request reference validation
Financial agreement
VAT information transfer
Identification of purchase order through delivery note
Supplier item identification
PO line determination
Automatic quantity calculation
Unit of Measure handling
Purchase Price Quantity (PUCD)
Currency handling
Charges
Split of PDF with multiple invoices
Automatic invoice validation
Additional invoice reference and parallel invoice number
Supplier mismatch between invoice and purchase order
Error handling and notifications
Business rule configuration and dynamic matching logic
Creating and maintaining a charge rule
Review Center overview
Handling of common scenarios
Error messages in the Review Center
Configuration of M3 to display invoices in Smart panel
Adding key field for document display
Modes to run the automation
Configuring for attended mode
Unattended mode
Serverless mode
User arguments for Invoice Processing
Process arguments for Invoice Processing
Troubleshooting
Observed issues and known errors
Guidelines for troubleshooting the integration
Invoice Processing for PDF files with embedded XML
PO Certificate of Analysis Automation
Process flow
Limitations
Preparing to run automation in attended mode
User arguments for PO Certificate of Analysis Automation
Tips and troubleshooting
Proof of Delivery Digitization
Process flow
Limitations
Preparing to run automation in attended mode
User arguments for Proof of Delivery Digitization
Configurations in M3
Running the Proof of Delivery Digitization
Generating a delivery note document for testing
Tips and troubleshooting
Sales Price Intelligence
Process flow
Using the Sales Price Intelligence widget
Signed Delivery Note Processing
Process flow
Best practices
Supplier Agreement Processing from Email
Process flow
Limitation
Preparing to run automation in attended mode
User arguments for Supplier Agreement Processing from Email
Quality Document Processing from Email
Process flow
Email processing requirements
Folder and file structure
Insights
Cross-Sell Recommender
Limitations
Prerequisite
Configuration
Adding in-context messages
Adding the widget to an Insight Group
Configuring the Cross-Sell Recommender widget
API support
Item recommendations
Viewing item recommendations
Selecting an item recommendation
Customer Compliance Check
Customer Profitability Analysis
Customer Classification
Updating customer grade by batch
Updating customer grade through drillback function
Duplicate Detection
Duplicate Customer Detection
Duplicate Item Detection
Duplicate Supplier Detection
Sales Order Anomaly Detection
Supplier Compliance Check
Supplier Performance Insights
Advanced workspaces
Customer Services Representative
Purchase Manager
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