Enhance Your Quality Assurance Process with Our Invoice PDF Maker

Invoice pdf maker for Quality Assurance

hi guys welcome back to the session so the agenda for today's session will be we will learn what is ocr what the ocr package of automation anywhere a2019 provides then we will create a project using ocr package to extract invoice number from image files and to extract po number from pdf files so let's get started by understanding the ocr so ocr stands for optical character recognition and it is a technology that enables you to convert documents such as scanned paper documents pdf files or images into editable and searchable data now this conversion to editable and searchable data is done using ocr engine such as abi tesseract etc now let's see what the ocr package of automation anywhere a2019 provides so the ocr package enables you to extract text from images with formats such as jpeg jpg bmp gif and png we can also extract text from window of any application we can extract text from specific area of the application also it provides us to filter extracted text and store it as a variable and the ocr engine abbey fine reader 12 is already installed along with a2019 so we don't need to work separately for ocr engine in a2019 so let's quickly create this project in automation anywhere to understand this ocr better so here i have sample invoices with me as image files from where let's say that i want to extract the invoice number so we will build a bot which is going to extract the invoice number from the image files using the ocr package so let's quickly create a bot so here i am inside the control room of automation anywhere a2019 let's build our board under this ocr project now since our we have multiple of invoices present inside this invoice folder so first of all i'm going to add a loop action to work on multiple of invoices so let's add a loop action move to list view and from here let's select the iterator type as for each file in folder and here we'll have to provide the folder path so in our case the folder path will be this one so let's provide the folder path here and the file name and extension of the files present inside this folder will be assigned to our dictionary variable so create a dictionary variable from here let's keep the dictionary variable name as file and click on create and select now we are good to add the actions from the ocr package to extract text from this invoice so let's move to the ocr package so this is the ocr package and here we have multiple of actions so we can use any of these actions to extract text from the image files and i will go with this capture image by path which captures text from the image file stored inside a directory so i have the invoices stored inside this invoice folder invoice directory so i'm going to use this capture image by path and let's provide the details here so first of all we'll have to provide the image path so we'll go with the desktop file and here we'll have to provide the file path since i have multiple files here so we'll have to provide the file path dynamically so this path will be this part will be static so let's copy this one and let's paste it here and put a slash and since my file name and file extension are present inside this file dictionary so i'm going to use the dictionary variable here so press f2 and from the drop down let's select this file dictionary let's provide the dictionary key as name which holds the file name click on yes insert put a dot and select the dictionary variable again so let's select file and here the dictionary key will be extension and let's click on yes insert so this will be our image path and here it also mentions the required extensions which are jpeg jpg bmp gif and png so we can use any of these formats while working on this action capture image by path so we provided the path and we'll look into these options a bit later the captured text from this action will be stored inside a variable so create a variable from here let's provide the variable name as invoice data which is a variable of type string click on create and select let me add a message box to show you what all get extracted and in the message to display press f2 and select the invoice data string which we just created so let's save this one and the image files need not to be opened so i'm going to close this one and let's quickly run this to see how it works so let's run our bot and my bot is running now and it captured the text from the image file and displayed it inside a message box so let me copy this one inside a notepad since this is not our final result we want to extract the invoice number we do not want the entire data so let me close this one and it will run for the second time as well since we have two files two image files in this folder so the bot will run for two times and here it displayed the data from the next invoice as well so let's close this one and let's let's close this as well now we got this complete data from the invoice but we wish to extract only this invoice number so as i mentioned in the beginning of the session this ocr package can filter the text as well so let's see how we can filter the text so here only we have the option here which we skipped earlier so here you see we have the option to filter the captured text so let's check this one and here we'll have to provide the before and after text which we want to filter so let me show you how we can provide this before and after now here i want to extract this invoice number which comes after the text invoice number along with some spaces so i will copy this one and i will paste it under this after option also this invoice number which we wish to extract comes before this purchase order along with some space so i'm going to completely copy this text and i will paste it inside this before option so what we did from this completely captured text we have applied the filter to get only the invoice number which will be stored inside this variable which we created here invoice data so let me add an action to log the invoice number to a file as well so i'm going to use the action log to file so here we'll have to provide the file path so i'm going to use the file path which i have already created here invoices so in this file i'm going to add the invoice number which will be captured from the image file so let me copy this file path and i will provide the file path here invoices dot text file and the text which i want to log is inside a variable so hit f2 and from here let's select this invoice data variable and the data will be appended to the existing log file so let's save this one and let's run this finally to see how it works so let's quickly run this spot and my bot is running now and it displayed the first invoice number from the image file let's close this one the bot will run for the next time as well since we have two invoices in the folder and it displayed the second invoice number as well let's close this one and let's close this as well let me quickly move to the log file which we created here so here you see in this file the invoice numbers got locked which got fetched from the image files so let's close this one so now moving ahead as i said in the very beginning of the session this ocr package is not only limited to the image files only it can capture the text from other applications as well so we are going to look into the other applications as well so i have sample pdf files with me which has the purchase order data so we are going to create another project which is going to fetch this purchase order number using the ocr package so let's quickly create this project as well so i'm going to comment these actions we already looked into that and i have one folder with me i have this folder with me with multiple of pdf files with different purchase order numbers which we just saw here which we just saw here so i'm going to create a project here which is going to fetch the purchase order numbers using the ocr package so first of all again i'm going to use the loop action since we have multiple of files so let's add a loop action here and here also i'm going to use the iterator type as for each file in folder and let me put the folder path and this is going to be my folder path let me copy this and let's paste it here and again the file name and extension of the files present inside this folder will be stored inside a variable we already created the dictionary variable file so let's use that only now to extract the text from this pdf file i'm going to use the ocr package and to extract the text from any other application apart from image files we can use these two actions that is capture window and capture area so i'm going to use this capture window which extracts text from a selected window so let's add it here and here we'll have to provide the window details basically this window should be open during the runtime which we would not like to do manually so i'm going to use another action as open file which is present inside the file folder so let me add this open file and here we'll provide the file path the file path will be the file path of these files which will be dynamic in nature so let's copy this static part let's copy the static part here and file name and extension we already stored inside this dictionary variable file so i'm going to use that dictionary variable here so press f2 and from here let's select this file dictionary and provide the key as name let's click on yes insert and put a dot press f2 again and select the file dictionary and provide the key as extension and click on yes insert so this action is going to open my pdf file then we are good to use this capture window action where we'll have to select the window title so we'll go with the window option and we are going to select the option as currently active since during the run time this purchase order pdf files will be active as we have provided the action to open the files next we will look into this filter the capture text option a bit later let me assign the capture text the entire text will be which will be captured from this pdf file inside a variable so create a variable from here let's keep the name as purchase order text and let's click on create and select let me add a message box as well to show you the results and here i'm going to provide the variable which we just created the purchase order text click on yes insert so all done to extract the text from the pdf file i'm going to close this pdf the bot is going to open it on its own so let's quickly run this spot to see how it works then we will do the modification to provide a filter which will extract the purchase order number only from the pdf so let's quickly run this bot and my bot is running now and it opened the first purchase order from the folder and now it will extract the complete text from this pdf file so here you see it extracted this complete text from this pdf file so i'm going to copy this one since we want to filter this data later so i'm going to paste it here and let's close this one in a similar way it's going to open another pdf file so it opened the next pdf file and now it will extract the data from this pdf file as well and this is the text which got captured from this current pdf file let's close this one and now it's going to open the next pdf file since we had four pdf files in the folder so it's going to capture that text for all of four pdf files and this is the capture text from the current pdf file and we have one last pdf file so it's going to open the last pdf file from the folder and it will capture the text from this pdf file as well and here we got the text which got extracted from the last pdf file so let's close this one and in this way our bot ran successfully now if you notice the text which got captured this is the text which got captured from the pdf file here our interested number is this po number which we wish to extract from this entire capture text so here we'll have to apply the filter which we did earlier for the invoices as well so let's move back to automation anywhere and here inside this capture window action i'm going to check this filter the capture text option and here we'll have to provide the before and after so since we wish to extract this po number which comes after this po number text along with some spaces so let's copy this completely and let's put it inside this after field and this number comes before this pure date so i'm going to copy this pure date and let's provide it here let's trim the capture text and the result will be assigned to this purchase order text variable let me add a lock to lock to tech lock to file action to lock the purchase order inside a file let's add it here and here i have already created a log file let me move back here and this purchase orders i have already created so the captured purchase order numbers i want to store it here so i'm going to provide the purchase order file path over there so let's copy this one and i'm going to provide the file path here as purchase orders dot txt and in the inter text to log press f2 and i want to display the purchase order numbers which are present inside this purchase order text variable click on insert and append to already existing log file so let me close this one let me close this one the purchase order numbers will be written here during the execution and let me close this pdf files as well automation anyway is going to open it's on its own let's save this one and let's quickly run this part to see how it works and my bot is running now so it opened the first pdf file and now it's going to capture the po number from this pdf file and here you see it displayed the message with the pio number it captured the po number from this pdf file let's close this one and now it's going to open another pdf file and here it extracted the po number from this next pdf file let's close this as well since we had four pdf files in the folder so it's going to open the third pdf file and here is the po number which got extracted for this current pdf file let's close this one and the final pdf from the folder will get open now and here this is the po number which got extracted from this last pdf as well so let's close this one and in this way our bot ran successfully let me quickly show you the log file where the purchase order numbers would have been locked so here this is the purchase order number log file and here you see the purchase order numbers has been locked in this file so in this way we can work on the ocr package to capture the text from image or other applications as well so that's all for this session guys i hope you enjoyed this video and if you did give it a like and share with your friends and hit the bell button to get the updates on the latest videos if you have not subscribed to our channel please subscribe to our channel as well and i will see you soon in the next one thank you bye