invoice processing in food industry - abbyy...abbyy 3a partner summit the customer •one of the 10...

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Invoice Processing in Food Industry: Tips & TricksEsteban Sansur, CEO Inteli8 Ecuador

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Questions?

Hyphothesis, Element, Dictionary, Label Field,Region, Repeating Group, Separator, WhiteGap, Paragraph, Date, Currency, Table,Character String, First Found, Blocks, Text,CheckMark, Picture, Alternative, Below,Bottom, Above, RightOf, LeftOf, DontFind(),dt, pre-search, post-search, regularexpression, exclude, Nearest, DocumentDefinition, Section, Form, OCR, ICR,Verification, Group verification, Rules…

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About…

Customer & Case

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The Customer

•One of the 10 biggest companies in Ecuador.

• Leader in food processing.

•Over 7K as a direct workforce.

• 2016 Sales: Over US$ 960M

• 2015 Top 10: Great Place to Work


The Case

•BPO service with 2 verification stages.AR

• AR: 10%

• 7 fields from invoice

• PO Number makes easier the process

• Header data from invoice is press printed and no line item extraction.

• Tax withholding: 90%

• Over 15 fields from each document.

• Header data is press printed.

• Variable data in most cases is hand written.


First Hand Metrics

•Reduced time and operators on processing

• Tax withholding: Reduced on 60%

• Received Invoices: Rely 100% on BPO provider

• 50+ Validations and business rules


…on the fly

TheWorkflow


1st stage (BPO Provider)

• Data verification (only machine printed fields)

• Field Verification

• Senior Verification (As-Is on doc)

• Calculated values (tax and withholding value)

• Authorization dates being in force.

• Batch with no errors for generate first report to BPO DB

• Force validation on not able to fix errors prior to close batch.

• Data to DB: Protection BPO Service - Customer.


2nd stage (Customer)

•All dismissed errors on 1st stage are shown

•New validations against ERP take place.

• Possibility to mark for return or exception

•Auto accept / update / create record for error tolerance

• Cheapest scenario.

• Accumulative report for monthly differences on values.

• CSV to FileNet along with indexed images.

• TXT to ERP



Tips & Tricks

Our “de facto” inclussionsfor every Project (learnt)


Tips


•Demo Paper plane : Live Boeing 777

• 80-20 Paretto’s law for every document type set!

• Think out of the box for every possible fieldvalidation

•Hello I’m “First Found”:

• Perfect field so so to bad Region


Tips (cont’d)


• Exclude fields, even though they don’t interfere.

•Not burn allowed values on AFC, instead DB.

•Recognition feedback: Screen capturing

•Rules and error messages within each rule has to be unique identified

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Tricks


•Use:

• Begin – Commit – Rollback transaction on rules scripts interacting with DB

• Exceptions on scripts, specially on Repeating Groups, calculated fields and DB requests.

•Detailed use of comments at document and batches level when moving forward on WF stages.

•Create and use custom queues, so split and win.

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What else?


• Improve ABBYY knowledge base

• Based on technical support from other partners cases.

•Create ABBYY Partners community/forum

• Technical questions.

• How to?

• Good practices.

• Marketing / Sucess

invoice processing in food industry - abbyy...abbyy 3a partner summit the customer •one of the 10...

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