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Topic

    Mukund Kudrimoti
    OCR for Invoices
    Topic posted October 17, 2019 by Mukund KudrimotiRed Ribbon: 250+ Points, tagged Financials, Payables 
    56 Views, 5 Comments
    Title:
    OCR for Invoices
    Summary:
    Details on process for creating invoices and latest recommendations
    Content:

    Hello,

    We are trying to implement invoice creation by a scanned image. Please let me know if anyone has any details on the process or if PDF is an option now to received image instead of Tiff. Any details and recommendations much appreciated.

    Regards,

    Mukund

    Version:
    19C

    Comment

     

    • Sirisha

      Hi Mukund,

      Supported invoice formats are TIF and PDF but the PDF format is most recommendable.

      Please refer: https://docs.oracle.com/en/cloud/saas/financials/18b/faipp/automated-invoice-processing-configuration.html#FAIPP908615

      Please find the below specifications:

      1. Set up the scanners to produce TIFF images with International Telegraph and Telephone Consultative Committee (CCIT) Group IV compression at 300 dpi.
      2. Do not send images in .xls or .xlsx format. Supported invoice formats are TIF and PDF
      3. Multiple invoices can be included in one e-mail

       The application supports multiple ways to include invoices in an e-mail:

      - Single page invoice in one attachment

      - Multipage invoice in one PDF attachment

      - Multiple invoices in one attachment

      - Single and multipage invoices in multiple attachments 

      NOTE: The total size limit of attachments is 10 MB per e-mail.

       Recommendation:

       Organize invoices within the attachments in the following way. If you have:

      - Single page invoices in an attachment, insert a blank page between invoices.

      - More than one multiple page invoice in an attachment, insert a blank page between the invoices.

      - Both single and multiple page invoices in an attachment, insert a blank page between invoices.

      1. Avoid hand written content and stamp marks as it impacts recognition rate. 

      -Invoice Image should have supplier address on it. Lines section should have proper column headings

      - Supplier address defined in Fusion Supplier module should exactly match with the address printed on the invoice.

      - Non invoices such as cab receipts do not get recognized.

      1. The invoice line should be in tabular format otherwise the recognition is not good.
      2. Verify the service provider or internal resources do not send duplicate invoices. If duplicate invoices are sent to the imaging server, the latter would be imported as Incomplete and be identified as a duplicate invoice. Users must review and delete them. 
      3. Avoid the JPEG format because the lossy compression logic results in loss of image details, affecting recognition accuracy.
      4. It doesn’t matter what we enter as the email subject except we must not include underscore (_) because the application treats that symbol as our intent to populate routing attributes on the invoice.
      5. It is preferred to send Black and White invoice image to application, as the application will convert the color image invoice into Black and white one. Because the Black and White image provides optimal optical character recognition accuracy and a reduced image size.
      6. File size should not exceed 5 MB per attachment.
      7. Imaging solution uses supplier address for identifying suppliers.  This means that in order for the supplier on the invoice to match up with the supplier in Cloud Financials or Cloud Procurement, the site address should match EXACTLY with the address on the invoice.

      Thanks

       

       

       

       

    • Amjad Mohar

      Hi Mukund,

      along with the Sirisha's excellent summary, you can also refer to the attached guide as well... to get some good understanding of all aspect of the solution.

       

      regards

      Amjad

      • Mukund Kudrimoti

        Thanks Amjad. This is helpful. Do you know if we can assign the scanned invoices to certain people? The scenario is there are 4 AP clerks who will work on these invoices to validate. And as an example if we get 1000 on a day we need to assign approx 250 / person. Any idea or thoughts on this as to how this can be done?

    • Mukund Kudrimoti

      Do you know if we can assign the scanned invoices to certain people? The scenario is there are 4 AP clerks who will work on these invoices to validate. And as an example if we get 1000 on a day we need to assign approx 250 / person. Any idea or thoughts on this as to how this can be done?

      • Amjad Mohar

        I don't think there is any easy way to accomplish this... but you can explore the Routing rule + Attribute Information in the Email Subject...  we have never tried that but reviewing the document it seems it does provide some function to achieve what you are trying to do..

        regards

        amjad