Review Center overview

The Review Center is your central workspace for managing and resolving issues that arise during the automated invoice processing workflow.

An invoice is sent to the Review Center if it cannot be processed automatically due to missing information, validation errors, or when manual review is required. You can view the invoice document, see the extracted data, and easily correct or approve the information in the Review Center before resubmitting it for processing in M3.

Navigation

The left panel contains the invoice queues, which are organized in these tabs:
  • Missing Information: For invoices critical data such as supplier number, invoice date, or item codes are not extracted.
  • Validation Errors: For invoices where extracted data conflicts with M3 data or business rules such as a U/M mismatch or a price variance.
  • Needs Review: Includes invoices that passed all technical validations but require human review for various reasons before posting. To always send invoices to this category, you can configure the enableReviewCenter field in the RPA arguments.

    See User arguments for Invoice Processing

    For certain suppliers, you can also configure the system to always review or send their invoices to this category through the ION Business Rule M3InvoiceProcessing_InvMatch_SendtoRC.

    Note: You can manually move invoices to this tab for review before sending them to M3.
  • Technical Errors: For documents that IDP cannot process due to reasons such as:
    • The file format is not supported by IDP.
    • The file size exceeds the maximum limit for processing.
    • The document is not identified as an invoice.

    Unprocessed documents are typically not corrected or reprocessed from the Review Center. Instead, they require a technical review and corrective actions outside the Review Center.

    Note: You can manually move invoices between tabs. For example, after adding missing information, you can move an invoice to Needs Review. You can also update a document in Technical Errors and move it to Missing Information, where it can be reprocessed.

Search and filter

You can use these tools:

  • Keyword search: In the left panel, use the search bar to find a specific invoice by its number, supplier name, or PO number. You can search all available data in the list.
  • Filter: Click this button to narrow down the list of invoices by criteria such as Accounting Entity, Invoice Date, Supplier, or Purchase Order Number. Use the filters to help you focus on a specific set of tasks.
  • Refresh: Click this button to update the list of invoices in each queue.
  • Document viewer: The center panel shows a clear image of the original invoice document so you can cross-reference the data to review or correct.

Data tabs

The last panel shows the details of the selected invoice. You can view and edit specific parts of the invoice data in this panel. These tabs are available:
  • Error Details: Shows all errors to fix, such as U/M does not match PO U/M or Total amount is missing.
  • Header: Contains all the high-level information about the invoice, such as these examples:
    • Supplier Invoice Number
    • Invoice Date and Due Date
    • PO Number
    • Our Reference
    • Total Amount and Currency
    • Comments: Use this field for any notes while working in RPA with the invoice. These notes are not transferred to M3.
    • Supplier details such as VAT, Org Number, IBAN, Account Number, Name, and Address are extracted from the invoice to use in finding the M3 supplier. These details are not editable and are not sent to M3.
    • Correlation ID: Links the invoice in M3 back to the document in IDM.
    • File Name and Last Processed Time: System fields provided for information only.
    Note: All required fields are marked with an asterisk.
  • VAT/Tax: Shows all tax-related information. You can correct the VAT base amount, VAT rate, and VAT amount. Use the Add Row and Delete Row buttons to handle invoices with multiple tax rates.
  • Item Lines: Shows the details of each line item on the invoice. You can review and edit these line items:
    • PO Number and PO Line
    • Invoice Item Number and the corresponding M3 Item Number
    • Quantity and Unit of Measure (U/M)
    • Gross Price and Gross Amount
    • Delivery Note Number
  • Line Charges: Shows any additional charges that apply to specific invoice lines, such as handling or service fees. You can map the charge to the correct M3 charge text, costing element, and sequence number as required fields.
  • Order Charges: Shows charges that apply to the entire order, such as freight. You can assign M3 charge text, costing element, sequence number, and amount as required fields to ensure correct booking.

Key actions

After making corrections, you can click these buttons:

  • Update Fields: After making corrections on a tab, it is a good practice to click this button to save your changes.
  • Submit: After resolving all the errors for an invoice, click this button to trigger re-validation of data in the next batch. If successfully validated, the invoice is sent to M3 for processing.