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 service 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 Service request button at the bottom of the template.
*Note: other fields may apply to your administration. This depends on the configuration.
Service request
To ensure that all matters that could possibly be improved by the ISP Scan Consultant are brought together in one central location, the Service 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, a Support call can be created with the comment 'SmartScan - Recognition improvements created'. This support call 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 'Service request' 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 'Service request' was, the submitted 'Service request' for that vendor van now be found.
An overview of Service requests 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 service request. 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.