Resolving Faulty Documents in Therefore™

Resolving Faulty Documents in Therefore™

Introduction

Within your solution, there is now a new category titled "Faulty Document". This will be used to capture any documents that made it through the capture solution but could not be imported into your Therefore™ solution. This is likely due to the document being forced through the capture solution even without the correct information being captured causing an error on the import. As a result of this, the document cannot be automatically processed by the solution and will need your manual intervention.

Repository

The category within your repository will store all documents which are faulty allowing these to be retrieved for further manual processing by a user. This will have basic information about the invoice including Supplier Name, Supplier Number, Invoice Number, Invoice Date, and Total Goods Amount for the purpose of searching and filtering the documents. However, if the document failed due to these not being captured, they will not be present in the Index data. As well there is a workflow status that can be used to see if a document has been processed manually by the user into your ERP or discarded because it’s not required.

Workflow

When a faulty document enters the system it will start a workflow with a manual task titled "Investigate Faulty Invoice". This task has two outcomes:
 Manually Posted - This should be selected if the invoice was posted to the ERP manually and will end the Workflow and updated the Workflow Status to Manually Posted;
Discarded – This should be selected if the document wasn’t an invoice, credit note, or is not need to be posted into the ERP. This option will not delete the document, it will still be retrievable like other documents but will have a Workflow Status of Discarded.

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