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".
This assistant "Scan Sales Quotation" was implemented to scan customer's quotation requests which
are transmitted in a way that is 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 a Sales Quotation can be successfully created by the assistant, the Customer and the Sales Parts and, if
applicable, the Sales Part Cross References must first be created.
To use the full functionality:
The scanned document must contain only one Request for Quotation.
The quotation Lines shall be provided in a tabular form. Data in table column header cannot be considered. Example: If the order contains a column named "Qty kgs", the UoM cannot be recognized. Instead, an own column with UoM is recommended.
Handwritten unformatted quotations or emails are difficult or impossible to recognize.
Only scan those pages which contain important header or line information. Sometimes orders also contain a several pages of terms and conditions (would unnecessarily slow down the scan process up to a timeout-induced abort), hence, skip them.
English language of the documents is preferred and leads to best results.
The assistant consists of 3 steps with the following activities:
Step 1: Scan Quotation
Enter Scan Sales Quotation Site and Coordinator: You select the Site that the quotation is scanned for and the Coordinator (if these values are not correctly preset by user's defaults)
Scan Request for Quotation document: Afterwards you select the file to scan and press the Next button to continue.
Step 2: Review Order
Edit scanned quotation header data: Complete quotation 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 customer was recognized or selected.
Edit scanned quotation lines data: Complete quotation lines data if it was missing in the scanned document or could not be recognized. Most important information here is Sales Part and Sales Qty
You can create the Sales Quotation at the end by pressing Finish button. The Sales Quotation is then created with default Quotation Processing Parameters. To change them before creating the order, please go to optional Step 3
Step 3: Enter Processing Parameters
This step is optional
You can select here whether the quotation shall be printed and emailed.
If you want to create Sales Quotations in Additional Sites other than the main site, you can enter the required sites in this step.
You can create the Sales Quotation at the end by pressing Finish button. The quotation is then created according to the selected quotation Processing Parameters.