Scan Delivery Note
Introduction
The Scan Delivery Note assistant is designed to process delivery notes transmitted in
formats suitable for identification and interpretation. By leveraging Large Language Model
(LLM) technology, the assistant can efficiently read and interpret documents. It supports both PDF
files and common image formats such as BMP, JPG, and PNG.
To successfully generate an Incoming Dispatch Advice using the assistant, the following prerequisites must be
met:
- External Supplier Setup: An external supplier must be created in the system. The
supplier’s name in the system should match (or closely resemble) the supplier’s name on the delivery
document to ensure accurate retrieval of related data.
- Purchase Order Availability: The corresponding purchase order(s) must be established
and ready to be received.
- Document Format Compliance: The delivery note must be provided in either PDF or image
format.
- Note: Images embedded within a PDF are not supported.
Scan a Delivery Note
The assistant consists of 3 steps with the following activities:
Step 1: Scan Delivery Note
- Enter Scan Delivery Note assistant: Site and Received by are retrieved from the user
default, but can be changed if required.
- Select the file to scan and press the Next button to continue
Step 2: Review Delivery Note
- Edit scanned header data: Complete the delivery note header data if it was missing in the
scanned document or could not be recognized. You should not continue with editing the lines before you verified
that the right supplier was recognized or selected.
- Edit scanned part lines data: Complete the delivery note lines data if it was missing in the
scanned document or could not be recognized. Most important information here are Part Description, (Part No),
Dispatch Source Qty and Source Order Ref info.
Step 3: Create Incoming Dispatch Advice
- You can create the Incoming Dispatch Advice at the end by using Finish command. The Incoming
Dispatch Advice is then created with default Processing Parameters which means no Receipt is
created. To change them before creating the Incoming Dispatch Advice, go to optional Step 4
Step 4. Enter Processing Parameters
- This step is optional
- You can select whether a Receipt shall be created for this Incoming Dispatch Advice. In
addition, you can define to which location the goods shall be received.
- You can create the Receipt at the end by pressing Finish button. The Receipt is
then created according to the selected Processing Parameters. The Incoming Dispatch Advice is set to
“Arrived”