This page shows the process for the data capture on PDF invoices. The following is a simplified schematic overview of the process.
When an email is sent to NetSuite or PDF Files are loaded manually via Instant Upload screen, all PDF attachments are saved in the File Cabinet and getting prepared. Files are automatically sent to the OCR Scanning station connected to your NetSuite account. Based on every single PDF file the corresponding Bill to Process record is created with subsidiary/vendor/purchase order automatically matched and all captured data on header and line level autopopulated. From this point end user can verify the results and save the vendor bill/credit. Autoprocessing of these records is also supported and can be configured during the implementation.
Incoming Transactions:
- PDFs are sent in a batch to OCR Scanning Station within 15 minutes after they are received in NetSuite.
- OCR Station captures data from the PDFs. NetSuite retrieves this data also in batch within 15 minutes after OCR completes the data capture.
The PDF and the captured data is validated in NetSuite and a Bill to Process record is created. Records in ZoneCapture portlet in the Incoming section are the starting point for the user to create vendor bills or credits.
Audit Report
All incoming PDFs with their status are also shown in the ZoneCapture Audit Report.
- This can be found at Transactions > ZoneCapture > Audit Report.