Introduce AP Automation To Your Finance Organization
Maximizing AI-powered Ephesoft Transact as Infor’s integrated OCR solution of choice for industry CloudSuites
> Requirement identified during the Infor-led cloud migration project
> AP team needed to use automation to streamline supplier invoice processing
Using the in-built OCR solution for M3 multi-tenant
Rudd is the exclusive dealer and distributor in the Midwest for internationally recognized equipment manufacturers including Volvo, Hitachi, Sandvik, and Link-Belt.
As a large equipment rental and service company as well as a long standing Infor M3 customer, Rudd was actively migrating from on-premise to multi-tenant when Doppio was engaged. This transition involved numerous technological changes and required hefty feature integrations. Most notably in this respect was Rudd’s need to revisit their OCR and replace their existing tool with Infor Document Capture, an M3 tool integrated with Infor OS.
Learning a new OCR tool while working with a 1600 supplier rolodex
The challenge associated with successfully migrating to IDM Capture was twofold. First, Rudd’s rolodex of 1600 suppliers needed to be accounted for in the migration process in order to deliver an effective IDM Capture integration. As such, the main endeavor consisted of training the OCR engine to not only identify, but properly categorize outliers, among a substantially high volume and wide range of invoice formats.
Training AP team to train the OCR tool
- Create interface DB Tables for Consumption, Receipts, Movements, and Adjustments to inventory
- Create Transaction Log Table – Triggers on the incoming data from PLC System
- Create Stored Procedure for Interface Tables
- Development of MEC Maps
Integrating Infor M3 and Ephesoft Transact
Migrating to Infor’s IDM Capture Solution by building and testing a batch class, and training IT and AP teams
After recognizing Rudd’s technical and business process needs, Doppio detailed a project plan and timeline to ensure collaboration and transparency in regards to the migration. Over the course of the next few months, Doppio worked closely with Rudd’s IT team to effectively manage the migration from old processes and systems to Infor’s IDM Capture toolset. In particular, Doppio built a batch class specific to the invoice document type that was simultaneously able to capture headers and line level detail in the recognition engine. Furthermore, our team trained suppliers on the machine learning model and used IDM Capture to seamlessly integrate any physical document into Infor M3.
Automating the supplier invoice approval process in M3
Streamlined end-to-end automation by integrating Infor toolsets
The batch class that was built produced a high confidence score, enabling Rudd to automate this workflow and minimize human intervention. Rudd was now able to scan any document from any supplier, have its new IDM Capture integrated toolset capture the needed data, and proceed to the ION workflow tasked with payment approval. Moreover, all documents could start being uploaded into Infor M3’s APS 450 while being able view documents in-context to that program.