Bill of Lading Digitization

The Bill of Lading Digitization solution is an enterprise automation tool that uses Infor Robotic Process Automation (RPA) to address the challenges of manually processing signed Bill of Lading documents. It automates the collection of signed and scanned Bill of Lading documents from a designated file folder, extracts relevant document attributes, and uploads the scanned documents to Infor Document Management (IDM). By storing these documents in IDM, the solution provides streamlined navigation for customer inquiries, therefore enhances operational efficiency, reduces errors, and eliminates the need for manual intervention.

When a delivery from M3 reaches the customer, the customer signs the paper Bill of Lading document, which is then scanned at a recommended resolution of 300 DPI and saved in a shared folder as a PDF file. In the next step, the RPA process, M3BillOfLadingDigitization, is started by the user in the Infor RPA Assistant or scheduled to run in unattended mode. The RPA process collects the PDF files from the shared folder, identifies Bill of Lading numbers, and uploads these files to Infor Document Management (IDM). The Document Type is set as Bill of Lading (M3_BOL), along with other relevant attribute values. If a PDF file contains multiple Bill of Lading numbers, the file is divided to ensure each uploaded PDF contains only one Bill of Lading number. Upon completion of the RPA process, designated users or user groups receive an ION Notification in the M3 Inbox with execution results, including success and failure counts.

The process flow for this solution is run either in unattended mode or attended mode. Unattended mode is usually remote while attended mode is interactive by nature. The flow steps are mostly similar for both modes but this documentation focuses on the attended mode. For information on deploying the unattended mode, contact your system administrator.

Use this document to know the step-by-step instructions and to ensure a seamless experience in running the solution.