Process flow

This sequence describes the end-to-end process flow:
  1. After delivery, scanned Certificate of Analysis (CoA) PDF files are saved in a designated shared folder.
  2. The RPA process is triggered either manually through RPA Assistant or scheduled for unattended mode.
  3. RPA collects the PDF files from the folder.
  4. If a PDF file contains multiple CoAs, RPA separates each one and processes them individually.
  5. IDP extracts this data from the scanned document:
    • Item Number
    • Lot Number
    • Purchase Order Number (Optional)
  6. If the Purchase Order Number is present in the document, the RPA process attempts to identify the corresponding Supplier Number in M3.
  7. Each CoA is uploaded individually to IDM and saved with these attributes:
    • Document type: Purchase Order Certificate Of Analysis (COA), Name: M3_POCertificateOfAnalysis
    • Item Number: M3_ItemNumber
    • Lot Number: M3_LotNumber
    • Purchase Order Number: M3_PurchaseOrderNumber
    • Supplier Number: M3_Supplier
  8. The CoA documents are linked to this Business Context Model Entity: InforPurchaseOrderCertificateOfAnalysis
  9. A log file is generated for each run. Optionally, ION Notifications can be configured to alert users or groups with a summary of the process.
  10. The CoAs are accessible in M3 through the Related Information v2 widget. CoAs are available in these M3 programs:
    • Sales
      • ‘Customer Order. Open Line’ (OIS101)
      • ‘Customer Order. Open Line Toolbox’ (OIS301)
      • ‘Customer Order. Open Line Workbench’ (OIS302)
    • Inventory & Stock Management
      • ‘Balance Identity. Open Toolbox’ (MWS068)
      • ‘Physical Inventory. Quick Entry’ (MMS310)
      • ‘Balance Identity. Analyze per Date Type’ (MWS320)
      • ‘Stock Transaction. Display History’ (MWS070)
      • ‘Lot/Serial Number. Open/Connect to Item’ (MMS235)
    • Quality Assurance
      • ‘QA Request. Open’ (QMS300)

The RPA process also creates the Success, Failure, and Logs folders in the configurationFolder directory. Files that are processed successfully are moved to the Success folder. Files that contain errors are moved to the Failure folder. Log files are saved in the Logs folder.