After my previous blog ( Import invoices )where we were able to import lines using PO and product receipt reference, now in this blog I will show how we can process that invoice through workflow automatically and post with any manual intervention.
Note: This process can be used when we assume that PO price and product receipt quantity is correct and same, we are invoicing. Still, we are missing OCR feature in out of the box where we create lines based on actual invoice document
Now let’s understand this with scenario: Assume we have imported invoice header and we want to post the invoice automatically to workflow, match receipt and once it is approved, we want system to post automatically.
Step-1: Configure workflow as per business requirement
Step-2: Configure invoice automation parameters
Step-3: Configure process automation and batch jobs
Step-4: Import invoice
Step-5: View imported invoice
Step-6: View posted invoice once batch jobs completed using automation
Now we can see invoice has been processed without any manual intervention, hope this will be useful for you.
Thank you!!! Keep reading and sharing!!!