Proof of Delivery Digitization

The M3 Proof of Delivery Digitization is an enterprise automation solution that uses Infor Robotic Process Automation (RPA). It addresses the challenges of manually processing signed delivery note documents by automating their collection, extraction, and upload to Infor Document Management (IDM). Infor Document Processor (IDP) is used to extract data, including handwritten approval names and quantity adjustments from scanned PDFs. This data is used to update line-level quantities and perform delivery approval in ‘CO Delivery. Approve’ (OIS155) for deliveries requiring proof of delivery.

This solution provides a custom template for the Delivery Note (M3_Layout for MMS480PF) to import into IDM. The template adds Approved by - Name in CAPITAL letters field and a new Act qty bU column in the line table to enable recognition of handwritten actual quantities.

When a delivery from M3 reaches the customer, the customer signs the paper Delivery Note, which is then scanned at 300 DPI and saved as a PDF in a shared folder. The RPA process is either manually started through Infor RPA Assistant or scheduled to run in unattended mode.

These tasks are automated:

  • Collection of PDF files from the shared folder.
  • Splitting of PDFs containing multiple delivery numbers so each uploaded file corresponds to a single delivery.
  • Search for delivery numbers.
  • Recognition and extraction of handwritten Approved by name and line-level actual quantities.
  • Updating of the status of qualified deliveries from 61 - Approval required to 60 – Ready to invoice in 'CO Delivery. Open' (OIS150).
  • Uploading of PDF to IDM with the Document Type set to Delivery Note (M3_DeliveryNote) and relevant attributes assigned. The uploaded documents are also accessible in these programs through the Related Information v2 widget:
    • ‘Delivery. Open Toolbox’ (MWS410)
    • ‘CO Delivery. Open’ (OIS150)
  • Sending of ION Notification in the M3 Inbox with success and failure counts. The logs and notifications summarizes more information such as counts for files, deliveries per file, IDM uploads, quantity adjustments, and approvals.

In RPA, this solution is labeled M3ProofOfDeliveryDigitization_2_0.

Value+ content is provided as part of the Infor Velocity Suite, with setup managed as a service.