Scan Delivery Note
Prerequisites
As of Release 24R2, it is necessary to create an entry for Model Name = INVOICE in the "Machine Learning
pre-trained Models" table, and the corresponding configuration provided for Machine Learning Services is
selected as "Configuration ID".
Introduction
This assistant "Scan Delivery Note" was implemented to scan delivery notes which are
transmitted in a way suitable for identifying and interpreting them using a combination of Character Recognition
and Artificial Intelligence software. The assistant supports pdf files as well as several picture file formats
(bmp, jpg, png...). Before an Incoming Dispatch Advice can be created successfully by the assistant, an
external supplier and corresponding purchase order(s) must be created and be ready to be received.
To use the full functionality:
- The scanned document must contain only one Delivery Note.
- The Part Lines shall be provided in
a tabular form. Data in table column header cannot be considered.
- Handwritten unformatted delivery notes or emails are difficult or impossible to recognize.
- It is recommended to only scan those pages which contain important header or line
information.
- English language of the documents is preferred and leads to best
results.
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”