Customer order solutions: Overview

Customer orders are the documents that a buyer sends to his supplier when buying goods. These orders then become part of the supplier’s own order process. The supplier usually needs to extract a lot of information on their customer orders.

Some general data that the supplier usually needs:

And from order lines in particular:

Addresses are currently not included in the prepackaged solutions, but there may be a need to extract the "ship to" address or the billing address.

Manually entered fields can be used to let a Verify operator enter any required address.

Tip:Running the DOCUMENTS Knowledge Store Service improves extraction of data from fields, and makes verifying them easier.

Packaged solutions for customer orders

Pre-packaged customer order solutions are available for these countries:

Sweden
Germany
USA

France
Spain
Denmark

Great Britain
China
Holland

The packaged solutions come with field templates covering the extraction of fields. However, document separation and classification must be configured manually.

Customer orders in different languages need to be processed in different batches because documents in different languages cannot be processed at the same time.

Setting up customer order solutions

Use this procedure to set up a customer order solution in DOCUMENTS. To process customer orders in more than one language, a separate batch specification is needed for each language.

Using the Administration module, select Solutions, right-click in the right pane, and click New Solution. With Create from template selected, select Customer order solution, and click OK. For each customer order language: Create a new document specification, select Copy content from a template and then select one of the available Customer Order document specifications. Open the new document specification and on the Extraction tab: Delete any fields that do not apply to your needs. Add any necessary fields on the newly created specification, not on the template. Change Extraction > Confidence settings on the fields as necessary. For example, you may want to select Confirm empty or not found for some fields.
Create an output method for each document specification.
Create a batch specification for the language that contains the new Customer order document specification.
Create production tasks that cover the activities from Input to Inspect for that batch specification. For each production task, under Documents > Selection, select the batch specification. Specify Input, Enhance, Sort, and Inspect activities as needed. If the incoming customer orders are separated as one customer order per file, select Input > Advanced > Handle each multi-image file as one document and Sort > Separate > Make a new document for each page. If you are only processing customer orders in this batch, select Sort > Classify> Default document specification and specify the customer order document specification that is used in the batch specification. Create production tasks that cover the Extract, Verify, and Output activities. In the Documents > Selection settings of each task specification, select all customer order batch specifications. Set up Extract, Verify, and Output activities as needed.

Document templates: Overview

Solutions: Overview

Invoice solutions