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Fusion invoice for HighTech

hello friends here welcome to our channel and today i am going to discuss a very very interesting topic in oracle fusion and this is idea or intelligent document recognition you can call it invoice imaging and what is the idea and uh what are the functionality and what are the prerequisites for enabling the idea in oracle fusion that we are going to discuss now so let us start let us start so you can see this payable dashboard and the fast input eyes you can see here and scan it is showing scanned so this is nothing but the in my images the invoices coming from invoice imaging source they are visible here okay and this invoice imaging tools and invoice amazing functionality has been introduced in oracle fusion the it is uh dedicated to the scanned images or scanned english the scan inverse means uh which are coming from invoice image source okay the supplier will send the scanned invites copy to a specific email id and when the import process will import the inverse to oracle so it will be stored in this input you can see here we discuss the complete end-to-end flow for inverse imaging let me go to this excel sheet and show you the pro here basic flow so you can see a basic flow here the import images right it start from import images what happens the oracle uh will provide one dedicated email id okay so when the business get the license for invoice imaging will provide this tool or this oracle will enable this tool and share email id dedicated email id to the business and the business will share this to the respective suppliers okay and the supplier will send this invoice image to this email id and the recognition tool if the seeded inbuilt recognition tool will recognize the invoice attributes and store this information in imaging web content or imaging web center and then we can import these invoices from imaging web center and process them for payment this is the basic flow here and i have mentioned here all these steps so what is ideal invoice you know the basic flow okay now set up for idea options so setup and maintenance you can go to payable and in fable you can see here the manage intelligent invoice recognition or manage intelligent document recognition options so open this setup so here you can see the invoice image email so this is the email id this is the dedicated email id shared by oracle and when any server any oracle fusion instance is enabled for invoice imaging you can get this email id it will be visible here if it is not enabled then you cannot see this email id in certain instances like demo instances or it will not be visible so only when you have got the license for or it is enabled for inverse imaging you can see this email id so this is the basic setup actually here you can see the override default business unit and a lot of other setup you can do here whether like calculate tags during import like while importing the invoice from image do we want to calculate tax during the input do you want to recognize the tax amount recognition right amount so as for business requirement you can enable or disable these options recognize line for matched line recognition line for unmessed light so based on the requirement you can enable but one of the important setup here i can show you here select recipient email id and after selecting you have to set up your email id okay so you can set up your email id for specific business unit let me set up my email id so i'll set up for us1 with this unit [Music] okay so that means i'm working for us one business unit and any invoices coming from supplier and uh there belongs to us one business unit uh i can send this invoices or process these invoices through idea email id right get the email id to send the image so you have already the email id so you can get from the idf setup okay just copy this email id because this this email id we have to share to the respective suppliers so that they can send the invoice to this email id and then we have to set up the default arcgi profile okay that is also mandatory setup to successfully import invoices from invoice image so what is the default id profile let me show you [Music] uh you can go to manage administrative profile manage administrative profile value and select or search for the default org id okay so here you have to set your uh user okay so my user is sas.imp i have to sit here so it is not set here now so i can say this profile value is user okay sas.imp [Music] and usb natured and save it [Music] so this is done setup default our guide profile is done and the next setup is setup lookup for idea so search for this uh lookup manage payment lookup just now you get to manage people look up and search for this profile value okay so this lookup is very ora imaging routing attributes so basically you have to enable this or this attributes of this lookup so that the purpose of this lookup is to map the value of imaging routing attributes to the business unit so basically whenever in inverse some specific attributes belong to specific business unit so this invoice will be identified for this specific view and uh inverse will be created for that view so just enable this lookup so that this attributes can be mapped to business unit save and close so the next setup is send image to imaging email id so i will set up i'll send the image now let me open my gmail so suppose i am the supplier okay so i'm the supplier and i have this email id so this is the imaging email id what i'll do i'll copy this email id and i'll send the invoice copy to the business so i'm the supplier and in subject line you can mention invoice number so what is the invoice template so you have to send the invoice so i have created one uh inverse template here i can show you so better you can create the invoice template in the pdf or it can be a scanned image so supplier here is abc consulting okay and this is the invoice number and this is the inverse date okay so this invoice i will attach and send to this imaging email id okay so let me attach this email id and send so what is the invoice number invest number is 31850 in the subject i can mention this okay and send this inverse [Music] okay so i have attached this invoice now i'm sending so this step is done okay [Music] so we have done our setups we have set up our profile values and lookup and send the invoice image to this uh imaging email id and now the next step is verify the invoice in imaging web center okay so what is imaging web center so this is the amazing web center our web center content where all the invoice sent by the supplier will be stored here okay so you can send the employee can send the expense report a supplier can send the payable inverse so search for the invoice with the invoice number so how can we navigate to this uh web center just what you can do here you can just copy this url okay if you copy this url oracle demos.com and suffix this uh with imaging okay so this will navigate you to this imaging web center right so just search for this invoice uh this is the inverse number so it should be available here just wait for sometimes it should be available after some time so now you can see the image here okay so you can see the invoice in uh it is stored in this uh web center content imaging you can verify the invoice if you want this period copy if you open here you can verify the amount the invest dates invoice number suppliers [Music] etc okay so here you can see the inverse copier and even after verification you can send this invoice to oracle so how we can import this you can go to invoice workbench tool and schedule process and from schedule process you can run this program invoice input program [Music] import table inverse business unit uh one business unit ledger is primary laser and source is important the source should be inverse imaging or inverse image and submit the program so wait for the program to complete [Music] the program should complete successfully to import the invoice as you can see we have completed all our setup here we have sent the invites to web center and imported the invoice to correctly so now you can verify the invoice this is the last step okay so verify the invoice and validate the invoice so either this invoice will be in in complete status or not validated status as per your setup in either option so let us see the invoice is available or not the program is still running so once the program is completed yeah so now the program is completed and this maintain intelligence document recognition service for people so this is a child program it will trigger once you import an invoice from invoice image [Music] okay so now you can go to universe dashboard in which means and this invoice should be available now not yet the program is not complete otherwise you can see here in the scanned image section at least one zero to seven days you can see here one invoice is available so let us the program is still running yeah input payable invoice report it is another child program and yeah so the complete program is now complete yeah so the program is now complete go back to this dashboard search the dashboard okay so we should able to see the invoice image now so you can see here our inverse number is 31850 let's open this and the supplier is invites abc consulting open this invoice and verify the information yeah so once you click this uh inverse number by default this uh inverse image also will be opening okay just close this and you can see the inverse status is not validated so you can verify the details inverse shader and line information you can say the tax amount so the tax is calculated during the import program because we have mentioned we have enabled the check box calculate tax during input so that's why the tax is calculated here and the inverse amount including tax is five five eight so it should be five five by eight point six two just change the amount in header also so that to avoid any line hurry and fall okay so now you can validate the inverse validate the inverse yeah so inverse is now validated okay so in this way you can get the invoice import the invoice which supplier sent to image through invoice imaging tool and process the investment payment okay so this is the end-to-end flow if you have any question any doubt you can comment in the comment section and share and like our videos [Music] and please don't forget to subscribe to our channel thank you guys thank you for watching this video