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A short walk through
Automating Goods Receipt and Invoice Processing
Automated Goods Receipt Process (GRN)
Process Summarized
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D/O is submitted to warehouse staff on delivery of goods
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Staff verifies bot goods match with D/O
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Staff scans D/O and activates OCR bot
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OCR bot reads scanned D/O and identifies supplier, amount, and items delivered.
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Bot then calls out P/O to match with D/O.
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If matching with P/O, bot will generate GRN code, and compiles D/O with packing list and upload to a designated folder in Epicor ERP database.
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If P/O does not tally or has expired, a bot will be activated to nudge the designated person(s) to create or reissue the P/O, and reactivate steps 5 and 6.
Efficiency achieved:
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Faster cycle-time
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Process dependent
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Reduced error
Automated AP Invoice Processing
Process Summarized
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Supplier submits Invoice to AP department.
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AP personnel scans document and uploads to AP repository.
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An OCR bot is activated to read the scanned Invoice, and categorize the supplier and amount - human validation will be called if the bot is unable to recognize any character in the documents.
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With no hurdles in step 3, the bot will continue to validate the invoice against P/O and GRN from the database.
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If details are matching, the bot uploads the Invoice details into the Invoice payable repository and queued for payment.
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Before closing the process, the bot will send a list of invoices payable to designated personnel.
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If error is found in step 5, bot can be programmed to automatically terminate the transaction and inform supplier to resubmit invoice.
Efficiency achieved:
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Reduced manual work
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24-hour operation
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Reduced bottlenecks
* OCR = Optical Character Reader - software used to convert scanned text (flat data) into usable text (text with meaning)
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