The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):
AP Automation
It is possible that some things are not optimally recognized based on the template. Sometimes this can be adjusted by yourself, for example by creating or changing a 'Vendor template', or by asking the AP-Automation administrator within your company to change the master data of a vendor. However, in a number of cases, the recognition of a specific invoice can be further improved by adjusting "expert" settings by an ISP Scan Consultant. This can be particularly interesting for vendors who send a lot of invoices. It is therefore possible to submit a recognition improvement request.
When the learning tool is opened and there has been chosen to create a template, the vendor template is shown. It is possible to request further refinements for optimal recognition via the Request recognition improvement button at the bottom of the template.
*Note: other fields may apply to your administration. This depends on the configuration.
Requesting a recognition improvement
To ensure that all matters that could possibly be improved by the ISP Scan Consultant are brought together in one central location, the recognition improvement request form can be used. It is possible to enter how many invoices are received from this vendor per year and where recognition can be improved. As long as the application is open, it can still be filled in, changed or deleted.
When one or more of these forms have been entered, create a new ticket and choose the option OCR-recognition improvement. This ticket will then be picked up by the ISPnext Scan Consultant and based on the comments he will optimize the vendor template where possible and provide feedback on the end result.
A submitted 'Recognition improvement' can be found next to the menu (SmartScan - Recognition Improvements) by opening an invoice from that vendor and opening the Learning tool. On the place where the option to create a 'Recognition improvement' was, the submitted 'Recognition improvement' for that vendor can now be found.
An overview of Recognition improvements can also be found via the Setup menu . Here, among other things, the status of the various requests can be viewed. This overview can also be downloaded as an Excel file.
The ISPnext Scan Consultant can adjust the Status, Feedback and Cause per recognition improvement. When you click on the request, the details are shown:
When the ISPnext Scan Consultant has made his 'expert' adjustments to the vendor template, he will set the template as locked/secured, so that these adjustments are not accidentally removed or adjusted.