Automation

The system now has two server reports which can be scheduled to automate processing which, for invoices, combined with a scheduled EI02 import and the correct settings will allow invoices to be processed through the system into workflow with no touch. For statements the ERPORCDL can still be scheduled if required.

ERPOCRDL Document Download

Can be scheduled to extract data from the Rossum system into a batch. It only has two parameters both of which are mandatory

The batchID needs to be unique in the OCR system, the system automatically uses YYYYMMDDhhmmss so this could also be used here via intellagent which would be our recommendation.

The document type should be a valid document type in the system (in CAPS)

ERPOCREI Send to EI02

Can be scheduled to export batches to the invoice import table for EI02 to pick them up.

Ideally this would be scheduled via Intellagent which would pass the batch_id to the report.

The other parameters can be set at users discretion, however it is not possible to ignore flags which would be considered breaking when sending data to EI02